Dispatch Readiness Checklist
A checklist for running a dispatch operation that sends the right tech, with the right parts, to the right site, and captures everything billable along the way.
What you'll learn
- Pre-dispatch checks that prevent underwater jobs
- Skills, parts, and site history at assignment time
- What the tech should see before arriving on site
- The handoff from completed work to same-day invoicing
A service call starts losing money before the truck moves. Dispatch is where the margin is set.
What's inside
A single service call has five chances to lose money: dispatch, travel, parts, labour, and invoicing. Dispatch is first, and it sets up the other four.
This checklist covers what a dispatch operation should know before a truck moves, and what the system should capture without anyone remembering to do it.
- 1
Before assignment
Customer record current: site address, contact, access notes
- 2
At assignment
Parts likely needed identified from equipment history
- 3
What the tech sees on arrival
Full work order on the phone: issue, history, site notes
- 4
Closing the call
Labour recorded at the site, at completion
Keep exploring Field Service.
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