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Step-by-step guides for every part of Dispatch Bros — written for owners and dispatchers, not engineers.
Getting Started
Set up your company, add your first customer, create your first job, and learn your way around.
7 articles
Jobs & Scheduling
Create, dispatch, and close jobs; job statuses, the calendar, and technician assignment.
9 articles
Customers
Customer records, the 360° history view, and the customer portal your clients see.
5 articles
Job Sources & Reviews
Track where jobs come from, map sender numbers, and route happy customers to your Google reviews.
11 articles
Phone Numbers & 10DLC
Buy or port numbers, complete 10DLC text verification, and manage your lines.
9 articles
Call Flows & Call Handling
Build phone menus, ring your team, take voicemail, and route every call the way you want.
13 articles
Messages & Texting
The unified SMS inbox, templates, team chat, and keeping conversations organized.
6 articles
Invoices
Create and send invoices, get paid online, and set up your company details on documents.
9 articles
Estimates & Change Orders
Send quotes, collect signatures and deposits, revise with versions, and convert wins to invoices.
10 articles
Projects
Multi-phase work with milestones, milestone invoicing, contracts, and project profit tracking.
6 articles
Payments, Finance & Reports
Charge cards with Quick Collect, track payouts, run the finance ledger, and read your reports.
12 articles
Automations
Confirmations, reminders, review requests, missed-call textbacks, and the message placeholders.
8 articles
Team, Permissions & Payroll
Technicians, dispatchers, admins, subcontractors, role permissions, time clock, and payroll.
9 articles
Settings, Billing & Account
Company settings, online booking, your public site, notification routing, plans, and billing.
10 articles
Leads, AI & DB Connect
The AI Lead Agent, lead sources, and chatting with partner companies on DB Connect.
7 articles
Glossary & Concepts
What every Dispatch Bros term means, and how texting and review collection work end to end.
3 articles
FAQ
Quick answers to the questions owners and dispatchers ask most.
3 articles