Scheduling and dispatch without the whiteboard
See every call on one calendar, book in a few steps, and send the right technician. Customers get confirmations and reminders without anyone picking up the phone.
Scheduling and dispatch in ProRate AI
Book in a few steps
A booking wizard for the customer, address, call type and time.
- ✓ Call types with arrival windows and visit fees
- ✓ Customer search across every name, phone and email
- ✓ Address lookup while you type
Dispatch the right technician
Assign one technician or a crew to each call.
- ✓ Conflicts with other calls, hours and time off are flagged
- ✓ Day, week, month and list views, grouped by technician
- ✓ Repeating visits, with a list of those not booked yet
Customers kept informed
Appointment emails go out from your own mailbox.
- ✓ Confirmations when a call is booked or changed
- ✓ Reminders before the visit
- ✓ Every email to the customer kept with the call
Calendars in sync
Calls appear on the calendars your team already uses.
- ✓ A company calendar and each technician's own calendar
- ✓ Google Calendar and Microsoft Outlook
- ✓ Changes retried until they arrive
More of what ProRate AI does
Proposals
Good, Better, Best options from your pricebook, accepted and signed online.
Invoicing and payments
Invoices, deposits and card or bank payments into your own Stripe or Square account.
Field technicians
The visit step by step on any phone, from contacting the customer to the invoice.
Customers
Addresses, notes, equipment and history in one place, synced with Google or Microsoft.
Try scheduling and dispatch with your own business
Set up your company, your pricebook and your team in an afternoon.