Managing Your Company Settings
The Company page under Settings allows you to update your company profile, presets such as service types and labels, and enable branded emails. To get to your Company Settings page, you will first want to go to Settings on the left hand side and then select Company. The information stored under the company page is referenced in customer SMS/Email notifications as well as to 3rd party partners who may send you jobs.
Check out each section below to learn how you can use each to make your workflows more efficient.
Keeping your Company information in Dispatch is very important as much of this information is sent to customers when a job is confirmed or appointment scheduled. The company name, company logo, phone, and email address are including on various external-facing communications like the customer portal, billing documents, certain job notifications, and premium features.
You can update any information in these fields and you'll want to be sure to keep them updated as they're visible to end-customers.
Set standard company hours to enable clarity in areas of the applications, namely the Schedule page and booking page.
Select the Add/Change Logo option below, navigate to your logo file on your computer, and select your preferred logo file - we'll add your logo across We accept PNG and JPG files and
Make sure that you click save at the bottom of the page to ensure any changes are made across the board.
The Presets section allows you to add various service types and labels to your Dispatch account for Dispatchers and Technicians.
A Job Label, similar to a Service Type, helps differentiate between Jobs that have the same status and provide more control and visibility into your work. Think of Labels as a way to assign sub-statuses such as "Urgent" for a priority and "Awaiting Invoice" regarding billing the customer.
Customer Labels can be applied directly on a customer record. Like Job Labels, adding a label to a customer record can help you remember certain things about a customer. Examples could be "VIP", "Senior", or "Always Call".
Service Type is a field tied to Job records that allows you add some granularity to the work your business does. When you assign Service Types to Jobs, you can later filter your Jobs list and view Reports based on those Service Types.
Company Skills - Your team members may specialize in a number of unique skills. You can add these skills here and they can be added to jobs and technicians to match them when assigning an appointment. Once Skills are added here you can then attach them to specific Technician's user profiles for matching at job assignment.
Job Sources - Add your company’s job sources. When you create a job, you’ll be able to attribute it to a source from this list.
Appointment Functions - Add functions that describe technicians' responsibilities on appointments. You'll be able to pick from this list when assigning technicians. They can also be updated by the primary technician out in the field. Note that is you work with certain partners who send jobs into your account, you may already have some functions preloaded.
Appointment Types - Add appointment types to better organize your company’s schedule. These could be added for Service calls or Sales calls and also have a default duration when creating a new appointment.
Adding service types and labels is simple. Use the + option next to the item you wish to add. A new box will appear on your screen where you can enter your Service Type/Label of choice and save to your account. These new additions become available across your company immediately as new options.
You can Edit an item under presets, simple click on the pencil icon or if you wish to delete an item under presets, click on the trashcan icon.
This feature allows you to push your company branding to customers by displaying brand colors to emails for jobs you've manually added to Dispatch. Additionally, you can append content in the emails to add context as a way to add important information.
You can find the Branded Emails options by going to Branded Emails under the Settings > Company section.
The notification emails that are affected are:
- Appointment Scheduled
- Appointment Rescheduled
- Appointment Reminder
- Appointment Canceled
- Technician On My Way
- Survey Request