Documentation
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Dispatch
Install from MarketplaceVisual map-based dispatching, real-time GPS tracking, and automated customer communications — all native to HighLevel.
Quick Start
- 1
Install Dispatch from the HighLevel Marketplace
Visit the Dispatch listing and click Install. Your team logs in via HighLevel SSO — no separate accounts or passwords required.
- 2
Create your first work order
Open the Work Orders list from the Dispatch dashboard. Click New Work Order, fill in the job details, link a HighLevel contact and appointment, then save. The work order will appear on the dispatch board immediately.
- 3
Invite a technician
From the Technicians tab, click Invite Technician and enter their name and phone number. Dispatch generates a magic link — no app store download required. The technician opens the link on their phone to access the mobile job view.
- 4
Assign a job on the board
Switch to the Dispatch Board view. You will see the map with technician GPS pins alongside the swimlane time grid.
- 5
Trigger a workflow
In HighLevel, go to Automation → Workflows and create a workflow triggered by any Dispatch event (Technician En Route, Job Completed, etc.). Use the built-in Dispatch workflow triggers to send automated SMS or email updates to your customers.
Key Features
Dispatch Board
Combined Google Maps view and swimlane time grid. Drag-and-drop assignment and rescheduling with color-coded status cards and utilization bars.
Work Order Management
Full CRUD stored in HighLevel Custom Objects. Enforced status lifecycle: Pending → Assigned → En Route → In Progress → Completed.
Technician Mobile App
Installable PWA via magic link. Status transitions, clock in/out, job photos, GPS controls, and offline mode with auto-sync.
Real-Time GPS Tracking
Live location pins on the dispatch map. Battery indicators, configurable update intervals. Daily route playback coming soon.
Geofencing & Workflow Triggers
Automatic Approaching/Arrived detection. Seven HighLevel Workflow Triggers and one custom Workflow Action for magic link delivery.
Route Optimization
Google Routes API for optimal stop ordering. Per-technician route visualization, ETA computation, mileage tracking, and one-click schedule reordering.
Two-Way Calendar Sync
Work orders sync automatically with HighLevel calendar events. Inbound appointment changes update linked work orders. (Coming soon)
Reports & Analytics
Summary metrics, interactive charts, CSV export, and pre-aggregated daily stats covering jobs, revenue, duration, and utilization.
Frequently Asked Questions
- Does Dispatch require a separate login?
- No. Dispatch uses HighLevel SSO. Every user who has access to your HighLevel sub-account can log in to Dispatch automatically — no new passwords or accounts.
- Where is data stored?
- All work orders, time entries, and technician records are stored as HighLevel Custom Objects inside your HighLevel account.
- What is the difference between Starter and Pro?
- Starter (Free) supports up to 1 technician and 50 work orders per month. Pro removes those limits and adds real-time GPS, geofencing, route optimization, advanced reporting, recurring work orders, push notifications, and two-way calendar sync (coming soon).
- How do technicians access the mobile app?
- You generate a magic link from the Dispatch dashboard and send it to the technician. They open the link in their mobile browser. No app store download is required — the app installs as a PWA.
- What Workflow Triggers does Dispatch provide?
- Seven triggers: Technician Invited, Technician En Route, Technician Approaching Job, Technician Arrived at Job, Job Started, Job Requires Approval, and Job Completed. There is also one custom Workflow Action: Send Dispatch Magic Link.
Home Services Lead Qualifier
Install FreeA safety-first Conversation AI agent for HVAC, plumbing, and electrical. Qualifies leads and hands them off cleanly — currently free to install.
Quick Start
- 1
Install Home Services Lead Qualifier from the HighLevel Marketplace
Visit the listing and click Install. The Conversation AI agent is available immediately in your HighLevel sub-account at no cost.
- 2
Connect the agent to a HighLevel sub-account
In your HighLevel sub-account, go to Conversation AI settings. The Lead Qualifier agent will appear as an available bot. Activate it for the chat channels you want to cover (web chat, SMS, or both).
- 3
Configure your handoff links
Set your booking link URL and support phone number inside the agent settings. The agent will direct customers to these when they are ready to book or need emergency assistance.
- 4
Test a chat flow
Open a test conversation and send a message like "My AC stopped working." Verify the agent asks qualifying questions (service type, urgency, ZIP code), provides relevant safety guidance, and offers a clean handoff to your booking link.
Frequently Asked Questions
- What trades does the agent cover?
- The agent is designed for HVAC, plumbing, and electrical. It uses vetted public-domain sources — Energy.gov, EPA, and CPSC — to provide accurate, safety-first responses for these three trades.
- Will the agent book appointments?
- No. The agent qualifies leads and directs customers to your booking link or phone number. It does not book, cancel, or reschedule appointments. This keeps handoffs clean and keeps your team in control of the schedule.
- What information does the agent collect?
- The agent captures only the essentials: name, contact information, ZIP code, and a brief issue summary. It does not request payment information or any sensitive data.
- What happens in an emergency?
- The agent is safety-first. For emergencies (e.g., gas leaks, electrical hazards, flooding), it immediately instructs the customer to call 911 or emergency services and escalates to your team — it never attempts to troubleshoot emergencies.
- Is this free to use?
- Home Services Lead Qualifier is currently free to install. Standard HighLevel Conversation AI usage rates apply. Install it, connect it, and deploy it to as many chats as you need.
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