Search guides, tutorials and answers for Dispatchorbit
Creating an account takes under 2 minutes:
After signing up you'll be taken through a 3-step setup:
Your price book is automatically pre-loaded with services common to your industry.
Go to Settings → Account and update your company name. Logo customization is available on the Pro plan. Your company name appears on all invoices and estimates sent to customers.
Yes! Dispatchorbit is fully mobile-responsive. Open dispachorbit.com in your phone's browser and it works like a native app. You can:
Go to dispachorbit.com and click "Log In" in the top right. Enter your email and password. You can also use "Continue with Google" if you signed up with Google.
Click "New Work Order" in the dashboard or "+ Create New → Job" in the sidebar. Fill in:
Click "Create" to save the job.
Smart Paste is our most popular feature. It lets you paste any customer message and automatically fills in the job form.
Open the job → click "Send to Tech" in the top bar. A pre-formatted message appears with all job details. Click "WhatsApp" to open WhatsApp with the message ready to send. Your technician gets: customer name, address, service type, date and time.
Open the job and change the Status dropdown to:
You can also change status directly from the Work Orders list without opening the job.
Open the job → click "On My Way" in the top bar. A message is pre-written with the customer's name and technician's ETA. Send it via WhatsApp, SMS, or copy to clipboard.
Open an existing job → scroll to the "Photos" section → click "+ Add Photos". Select photos from your device or take new ones with your camera. Photos are compressed automatically and saved to the job.
Open the job → click "Collect Payment" → enter the amount and payment method (Cash, Zelle, Venmo, CashApp, Credit Card, Check) → click "Collect & Close Job". The job is marked Done and payment is recorded automatically.
Go to Customers → "+ New Customer" or create one directly when creating a new job by typing a new name in the client search field. Fill in name, phone, email and address. Click Save.
Yes. Open any customer → scroll down to see all past jobs, invoices and equipment records. You'll see dates, service types, amounts and statuses at a glance.
Open a job for that customer → scroll to "Equipment" section → click "+ Add Equipment". Enter brand, model, serial number, install date and warranty date. This equipment record is attached to the customer permanently.
When a job is marked Done, a green box appears in the job form with two buttons: "WhatsApp Review" and "SMS Review". Click either to send the customer a pre-written message with your Google review link.
Go to Invoices → "+ New Invoice" or click "Create Invoice" from inside any job. Select the customer, add line items (from price book or manually), set tax if applicable, and click Save.
Open the invoice → click "Print / PDF". The invoice opens in a clean print-ready view. Use your browser's print dialog (Ctrl+P / Cmd+P) to print or save as PDF. Then share the PDF via email or WhatsApp.
Estimate — A quote you send before starting work. Shows "Estimate" at the top. Can be converted to an invoice later.
Invoice — A bill sent after completing work requesting payment.
Create an estimate by going to Invoices → "+ New Estimate".
Open the invoice → click "Mark as Paid". The status changes from "Sent" to "Paid" and the invoice is removed from your pending list.
The Price Book stores your standard services and prices. When creating an invoice, click a service from the price book to add it as a line item with the preset price. Go to Price Book in the sidebar to add, edit or delete items.
Go to Technicians → "+ Add Technician". Enter their name, phone number, email and commission percentage. Click Save. They'll now appear in the technician dropdown when creating jobs.
Each technician has a commission percentage (e.g. 30%). When a job is marked Done, the commission is calculated automatically as: Job Price × Commission %. View all commissions in Reports.
Go to Reports in the sidebar. Select a date range (week, month, or custom). You'll see each technician's: number of jobs, total revenue generated, and commission earned. Print or export for payroll.
When you sign up, you get 14 days of full access — no credit card required. Every feature is unlocked. At the end of your trial, you'll need to subscribe to continue using the platform. Your data is safe throughout.
Go to Settings → Subscription & Billing. Click the plan you want (Starter, Growth, or Pro). You'll be taken to a secure Stripe checkout page. After payment, your account upgrades immediately.
Yes. Go to Settings → Subscription & Billing → Manage Subscription. Click Cancel Plan. Your subscription cancels at the end of the current billing period. You keep access until then.
We accept all major credit and debit cards (Visa, Mastercard, Amex, Discover) through Stripe. We do not store your card details — all payments are processed securely by Stripe.
We offer a full refund within 7 days of your first paid charge if you're not satisfied. After 7 days, subscriptions are non-refundable. To request a refund, email billing@dispachorbit.com within the 7-day window.
Our support team is ready to assist you — usually within a few hours.