Free one-pager

Whiteboard → Live Board Checklist

0–1 checks: You’re fine for now.
2–3 checks: A live board usually pays for itself in a few weeks.
4–5 checks: Book a 15-minute demo — we’ll show your trade on the board.

Five signs you’ve outgrown the whiteboard — and what a live dispatch board fixes.

For plumbing, HVAC, electrical & GC shops

1. Same-day emergencies scramble the whole day
- Emergency calls reshape routes by phone and group text
- Nobody sees who’s closest or free without calling the shop
Live board: Reassign by skill + location; office and trucks see the same schedule.
2. Scheduled work and demand calls live in different places
- Calendar for booked jobs, whiteboard for “today’s mess”
- Jobs fall through when the board gets erased
Live board: One calendar for booked + demand; status updates from the phone.
3. “Where’s the tech?” is a daily question
- You track trucks by memory, texts, or a separate map app
- Customers get vague arrival windows
Live board: Live status (and map when you need it) so the office can give real ETAs.
4. Job close-out is photos in a text thread
- Completion proof scattered across phones
- Invoices wait on someone to forward pictures
Live board: Completion signatures and job notes land on the work order.
5. Estimating and field don’t talk (GC / remodel)
- Won bids get retyped into the schedule
- Customer details get re-entered from scratch
Live board: Build Logix + Dispatch Pro: takeoff → proposal → convert the win into a job (create the customer if needed).

Quick score

See Dispatch Pro on a plumbing-, HVAC-, or multi-trade board — live schedule, skill/location dispatch, signatures on close.

Request a demo at dispatch-pro.com

Independent field service management — month-to-month from $99/mo. Not affiliated with ServiceTitan.