Your schedule lives on a whiteboard and in your head, so technicians call all day for addresses, equipment history, and what to do next. A dispatch portal makes that board something the whole crew can see.
This example is a custom portal because the team signs into it to run a role-based, end-to-end workflow. Compare both solution types.
“The schedule lives on a whiteboard and in my head, so techs call me all day for addresses, history, and what to do next.”
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After
Dispatchers assign every job from one board while each technician opens a phone view with today's jobs, equipment history, and the next step.
Field service dispatch
Every job has a tech, a status, and a next step
Sample data
Technician workspace
Good morning, Luis
Sample data
My jobs today4
Next window10:00 AM
Needs attention1
My jobs today
Job list
Maya Rodriguez1420 Ivanhoe Blvd, Orlando
8:00–10:00 AM
No cooling — diagnosticService call $89
En route
Arrive and diagnose
Jordan Lee88 Lake Eola Dr, Orlando
10:00 AM–12:00 PM
Water heater replacementQuoted $1,840
Scheduled
Confirm parts on truck
Priya Anand3300 Curry Ford Rd, Orlando
1:00–3:00 PM
Condenser fan motorPart on order
Needs parts
Reschedule once part lands
Samuel Kim910 Mills Ave, Orlando
3:00–5:00 PM
Annual maintenanceService plan
Scheduled
Run 21-point checklist
Switch to the dispatcher, assign a job from the queue, or advance a status to see the board update.
Who this is for
Built for the way your industry actually works
HVAC, plumbing, electrical, roofing, or another trade dispatching technicians to jobs every day.
HVAC & air conditioningAssign diagnostics, installs, and seasonal maintenance from one board.
PlumbingRoute emergency leaks ahead of scheduled work without losing the queue.
ElectricalMatch jobs to licensed techs by skill and service area.
Roofing & exteriorsTrack inspections, estimates, and crews across active properties.
Landscaping & lawn careKeep recurring routes and one-off jobs on the same schedule.
Appliance & pool serviceAny trade sending technicians to addresses on a daily schedule.
How it runs
The workflow, end to end
Fits: HVAC, plumbing, electrical, roofing, or another trade dispatching technicians to jobs every day.
A call, missed-call text, or web request creates a job with customer, address, equipment, and priority
The dispatcher reviews the unassigned queue and matches each job to a technician by skill, location, and load
The technician sees today's jobs in order with history, parts notes, and a checklist to complete on site
Completed work carries notes, photos, and signatures into billing without re-keying
Smallest useful first version: Start with two roles, one service area, the unassigned-job queue, and each technician's day view.
Under the hood
Technical approach and how success is measured
Role-based portal separating dispatcher and technician permissions
Relational records for customers, equipment, jobs, assignments, and visit history
TanStack Table dispatch board with sorting, priority filters, and detail panels
Mobile-first technician view with offline-tolerant status updates
Accounting and telephony integrations added after the dispatch workflow is proven
Measured by: Jobs completed per technician per day · Callback rate on jobs marked complete · Time from job completion to invoice sent
Common Questions
How is this different from buying ServiceTitan or Housecall Pro?
Those are strong products priced and scoped for larger operations. A custom portal fits a small crew's actual workflow, costs less to run, and does not charge per seat as you add techs.
Can technicians use it on a phone in the field?
Yes. The technician view is mobile-first, shows only today's assigned jobs, and tolerates spotty connectivity when updating status.
Does it replace our accounting system?
No. QuickBooks or your existing accounting stays authoritative for invoicing; the portal feeds completed work into it so nobody re-keys job details.
Start here
See this built with your tools and rules
The free AI Workflow Audit maps your version of this and finds the smallest build that proves value.