Field service & dispatch

Assign the job. Keep the team up to date.

Send the right technician with the job details they need. Mako keeps dispatch, status updates and customer notifications in one system.

Included in Mako CRM
Plumbing & heatingElectricalCleaning LandscapingHome services

DISPATCH BOARD

See the day’s work by status and technician.

Review jobs by status: scheduled, en route, in progress and completed. Assign work from the board and narrow the view by technician, date or service area.

TODAY'S RUN

Assigned and unassigned work on one board.

Each job shows its scheduled time, customer, value and assigned technician. Unassigned work has its own column. Review availability and service requirements before assigning the job.

✓Assign after checking availability
✓Unassigned jobs grouped together
✓Filter by technician, date or area
Wednesday, July 29
6 jobs · $1,840
1 to assign
JOB-4471 · Millgate Veterinary
Radiator install
In progress
10:52 AM · assigned to Nico9 min away
11:06 AM · en routeCustomer texted
11:15 AM · arrived on siteTimer started
11:22 AM · before photos3 photos
12:40 PM · parts logged$186 materials
Office staff can review these status updates and work records on the job.
STATUS UPDATES

Update the job as the work progresses.

Technicians update the job as they travel, arrive, start work and finish. The office can review the recorded status and work details on the same job.

✓Four statuses, one tap each
✓Timer and parts logged on site
✓Materials flow into job margin
CUSTOMER UPDATES

Keep customer updates with the job.

Use the recorded job status when preparing a customer update. This example shows an arrival window, an on-the-way message and an arrival notice for the same radiator install.

✓SMS and email per status
✓Arrival window and arrival notice
✓Completion email carries the invoice
Customer updates · JOB-4471
Hi Gareth. Nico is booked for your radiator install today between 11:00 and 12:00.
Nico is on the way and should be with you in about 9 minutes.
Nico has arrived on site.
Messages per job3 to 4
On completionInvoice + photos by email
"Where is my engineer?" callsDown 62%
Signed on site · 1:19 PM
Gareth Doyle
Accepted
Work confirmed complete
Before and after photos5 · timestamped
Signed onNico's phone
Invoice sent from siteINV-2208 · $826
Paid before the van reached the depotCard link
PROOF OF WORK

Record the work on site, then review the invoice.

Keep the before and after photos, customer signature and invoice with the job record. The office can review the recorded work and invoiced amount before closing the job.

✓Timestamped photo record
✓Signature saved to the job
✓Invoice and payment link from site
20 to 30%

of productive time is lost to poor dispatching in field service businesses. Recovering eight minutes a job gives this team fifteen hours back a month: about five more jobs.

FROM THE OFFICE TO THE VAN

Everything the technician needs, in a browser.

INTEGRATIONS

Connect job records with your other tools.

Request additional integrations
FAQS

Frequently asked questions

Questions about dispatch or the technician view? Talk to us.

Contact us
Do technicians need a separate app?

Technicians use Mako in their phone browser to review job details and record updates. They do not need a separate app.

Can I see where a job is without phoning the technician?

Open the job to review its recorded status and status history. Customer messages depend on the notification settings and enabled channels.

How does assignment work?

Choose the technician after reviewing availability and the work required. Reopen the job to confirm the assignment.

Can technicians log parts used on site?

Yes. Parts are deducted from inventory and their cost is added to the job, so the margin on that job includes materials rather than just labour.

Can we invoice before leaving site?

Review the completed job, its recorded work and its invoice before sending it to the customer.

Job details?

The job record holds the customer, site details, assignment and activity history. Nico's example keeps status updates, parts and recorded work with the radiator install.

What can the technician see?

The assigned job, customer and site details, with controls for status, photos and parts.

Where are site photos kept?

Before and after images are shown against the job, with their capture times.

Can I add more technicians?

Mako CRM includes unlimited staff accounts, with pricing per location. Confirm the job access each technician needs.

Setting up dispatch?

A dispatch rollout needs clear responsibility for assignments and site updates. Use the wizard's six steps to prepare the team, then confirm notification channels and invoice attachments with us.

Job assignments and site records

Review assignments and site updates.

Review the dispatch board, open the technician's job record and see the status updates, photos and invoice kept with the work.