AI-powered business operating system for home & field service companies
Run your service business with an AI management team.
DispatchOrbit combines CRM, scheduling, dispatch, jobs, customers, payments, reporting and an AI Business HQ that helps manage your company every day.
Built for garage door, HVAC, plumbing, locksmith, electrical, appliance repair, handyman and other service businesses.
AI Business HQ
Meet your AI business team.
Every business on DispatchOrbit gets an AI management team: a general manager and specialists for operations, revenue, growth, customers and insights. They review your data, assign work, surface problems and prepare your daily summary — and escalate anything that needs you.
Alex
General Manager · Leadership
Runs the daily meeting, turns your instructions into tasks, writes the executive summary and escalates what needs you.
Financial and spend actions require owner approval
Agents draft, analyze and assign. Payments, purchases, billing changes and customer outreach only happen after you approve them.
What your AI team does every day
Daily routines per department, team meetings, and a running task board you can read, redirect or join at any time.
- Review business performance
- Assign tasks across the team
- Identify problems early
- Follow up on leads
- Monitor jobs and the schedule
- Analyze sales and estimates
- Monitor collections
- Improve marketing
- Improve local SEO and reviews
- Review customer issues
- Create reports
- Prepare daily executive summaries
- Work together in team meetings
- Escalate items that need owner approval
AI tasks & approvals. Everything the team is working on — your instructions, the GM's delegation, the daily routines — with approval gates.
AI team meetings. Twice a week the team meets: each agent reports what changed, what is blocked and what needs your approval. Join live, interrupt, or read the transcript later.
AI reports & audit log. What the company found, finished and flagged — and the audit log of everything it did.
Your AI team. Fifteen agents across Operations, Revenue, Growth, Customer and Insights — each with a defined role.
The platform
Everything you run the business on — in one place.
CRM, leads, scheduling, dispatch, technicians, customers, invoices, payments, reports and automations. Real screens from the product, not mockups.
Lead management. Every inquiry from Facebook, the website and phone — until it becomes a job. Smart Paste reads the message for you.
How it works
From the first message to the executive summary.
One flow, every day — the platform does the bookkeeping, the AI team does the watching, you make the decisions.
- 1
A lead comes in
Facebook, your website, a text or a call.
- 2
DispatchOrbit captures it
Smart Paste reads the message; the lead is on the board in seconds.
- 3
The AI team reviews and follows up
Ava and James see it, draft the follow-up and ask you to approve any outreach.
- 4
The job is scheduled
A real slot on the calendar, with the customer's details already filled in.
- 5
The technician is dispatched
Full job details by WhatsApp or SMS; the board shows who is where.
- 6
Work gets done
Status updates, photos and the invoice from your price book.
- 7
Invoice and payment are tracked
Cash, Zelle, card or check — recorded, with overdue balances watched by Ethan.
- 8
The AI team monitors performance
Daily routines check jobs, collections, marketing, reviews and data quality.
- 9
You get the executive summary
Alex writes it every day: priorities, issues, decisions waiting for you.
The difference
A traditional CRM stores information. DispatchOrbit helps operate the business.
Traditional CRM
Stores information.
- You check everything manually
- You assign every task
- You discover issues late
- Reports sit unused
DispatchOrbit + AI Business HQ
Helps operate the business.
- Agents continuously review the business
- Tasks are assigned automatically
- Issues are surfaced to you
- Owner approvals are escalated
- A daily executive summary
Trust & control
You stay in control.
Your AI team can work independently on routine business operations — reviewing data, drafting follow-ups, assigning tasks, preparing reports. Actions involving spending, billing, purchases or high-risk changes require owner approval. Nothing is paid, sent to a customer or changed on your behalf without you saying yes.
Approvals, not surprises
Anything with money or risk lands in your Approvals queue with the agent's reasoning. You approve, edit or decline.
Every action is logged
Tasks, reports and decisions are recorded with the agent, the time and the data it looked at.
Your data stays yours
Each account is isolated with Row Level Security. Agents only see your own business data — never another company's.
Pause anytime
Pause an agent or the whole team from Settings in one click. Your CRM keeps working exactly as before.
Industries
Built for the trades.
Garage door, HVAC, plumbing, locksmith, electrical, appliance repair, handyman, pest control and other field service businesses — one tech or fifty.
Garage Door
Install, repair & service
HVAC
Heating, cooling & air quality
Plumbing
Residential & commercial
Locksmith
Emergency & scheduled work
Electrical
Service calls & installations
Appliance Repair
In-home service & parts
Handyman
Every small job, organized
Pest Control
Route-based & one-time jobs
Another trade? The CRM, scheduling, dispatch and AI Business HQ work the same for any field service business.
Core features
The whole operation, covered.
From the first lead to the month-end numbers — and an AI team on top of it.
CRM
Customers, history, notes and tags in one record.
Lead management
Capture, qualify and convert every inquiry.
Scheduling
Calendar by technician, drag-and-drop.
Dispatch
Live map, one-tap assignment, WhatsApp/SMS to the tech.
Technician management
Crew, availability, performance, payroll reports.
Job tracking
Booked → in progress → done → paid.
Customer management
Lifetime value, repeat work, feedback.
Invoices & payments
Estimates, invoices and field payments, tracked.
Financial reporting
Revenue, outstanding, by technician and by source.
AI Business HQ
Your AI management team, by department.
AI tasks
Instructions become assigned, tracked work.
AI reports
Daily checks on sales, collections, marketing, data.
AI meetings
The team meets, reports and decides — you can join or read later.
Executive summaries
Alex's daily brief: priorities, issues, decisions.
Automations
Reminders, follow-ups and updates that run on their own.
Analytics
KPIs, anomalies and trends across the business.
Try it right here
Paste a customer message. Watch the lead build itself.
This is the actual Smart Paste engine from the product — not a video, not a mockup.
New lead
Pick a sample or paste your own message
Pricing
Simple, honest pricing.
Every plan starts with a 14-day free trial — no credit card required. Cancel anytime.
Starter
Solo operators · 2 team seats
- Unlimited jobs & customers
- CRM + scheduling
- Invoicing & estimates
- WhatsApp dispatch
- 300 SMS/month included
- AI Business HQ — available based on plan
- 2 team seats
Pro
Growing teams · 5 team seats
- Everything in Starter
- Business phone number included
- 500 call minutes/month included
- 1,000 SMS/month included
- Advanced reports
- AI Business HQ — available based on plan
- 5 team seats
Growth
Scaling companies · 15 team seats
- Everything in Pro
- Lead management pipeline
- 1,500 call minutes/month included
- 3,000 SMS/month included
- Additional phone numbers — $5/mo each
- AI Business HQ — available based on plan
- 15 team seats
Phone & AI usage
Business number
Included with Pro & Growth. Additional numbers $5/mo each.
Call minutes
500/mo on Pro, 1,500/mo on Growth included — then $0.05/min.
Text messages
300 / 1,000 / 3,000 per month included — then $0.02/SMS.
AI Business HQ
Available based on plan. How many agents are active, how much the team can do each month and whether team meetings are included depend on your plan.
14-day free trial — no credit card required, cancel anytime
FAQ
Frequently asked questions
AI Business HQ, approvals, trials, pricing and switching from Workiz, Jobber or Housecall Pro.
Still have a question?A management team of AI agents inside DispatchOrbit — a general manager (Alex) plus specialists for operations, dispatch, sales, leads, collections, finance, marketing, local SEO, reviews, customer success, customer service and data. They review your business data every day, assign and track tasks, run team meetings, prepare reports and write an executive summary for you.
No. Agents work independently on routine operations — reviewing, analyzing, drafting and assigning. Anything involving spending, billing, purchases, customer outreach or other high-risk changes is escalated to your Approvals queue and only happens after you approve it.
AI Business HQ is available based on plan. Plans differ in how many agents are active, how much the team can do each month and whether team meetings are included — the details are shown on your plan in Settings. Prices are the same as listed above.
14 full days with complete access to every feature — no credit card required. You only pay when your trial ends and you choose to subscribe.
Yes. No contracts, no cancellation fees. Cancel from your account settings in 10 seconds. Your subscription ends at the close of your billing period.
No installation needed. DispatchOrbit runs entirely in your web browser — works on any computer, phone or tablet. Nothing to download or update.
Create a job, click “Dispatch” — your technician instantly receives a formatted WhatsApp or SMS with the customer name, address, service type and time. No more reading off your screen.
Yes. DispatchOrbit works on any smartphone browser — no app store download needed. Technicians receive jobs via WhatsApp or SMS and can update status, add photos and record payments from the field.
Your jobs, customers and invoices stay in your account after cancellation. You can export your data or reactivate to pick up where you left off.
All data is encrypted in transit and at rest. Each account's data is isolated with Row Level Security, and the AI agents only ever see your own business data.
Online card payments are coming soon. When they launch, they'll be processed by Stripe at its standard rate of 2.9% + $0.30 per transaction. DispatchOrbit charges no additional platform fee — your customers pay you directly into your own Stripe account.
DispatchOrbit covers the core field-service workflow — leads, scheduling, dispatch, invoicing and payments, with WhatsApp/SMS dispatch and Smart Paste — and adds an AI Business HQ that helps operate the business, starting at $49/month. Compare features and pricing for your own crew size before you switch.
Your business. Your team. Your AI command center.
Start free, bring your leads and jobs, and meet your AI management team on day one.
No credit card required · Cancel anytime · Owner approval for spending