Dispatch, mobile crews & customer notifications
How Operations teams run the dispatch queue, assign technicians, capture job proof, and keep customers informed from booking through payment.
Overview
On the Operations plan, LeadLock ties the front office to the field: appointments become assignable work, technicians update status from mobile mode, and customers receive timely SMS or email updates (booking confirmation, on-the-way, ETA changes, arrival, and optional payment links when you enable billing flows).
Dispatch queue & assignment
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Open CRM → Dispatch to see work waiting for assignment and jobs already routed to crews.
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Assign manually to a staff member or rely on workspace rules where auto-assignment is configured.
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Staff confirm or decline assignments so dispatchers see real availability.
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Escalations and notification templates live under workspace dispatch settings—keep templates short, honest, and compliant with SMS consent rules.
Technician mobile mode
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Technicians open CRM → Technician mobile for a focused, thumb-friendly view of today’s jobs.
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Use On the way and Arrived to trigger customer notifications tied to the appointment.
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Mark jobs complete when work is finished; documentation prompts remind crews to attach photos for proof of work.
Job documentation & photos
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Attach before/after photos to the job record so office staff and customers see the same evidence.
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Documentation pairs with invoices when you use LedgerAI—ideal for insurance-heavy trades.
SMS compliance reminder
- Transactional updates (appointments, dispatch) still require proper consent and opt-out handling—see SMS guides and your Terms of Service.
- Include STOP/HELP language where required and avoid robocalling or spam.
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