Dispatch & Work Orders

Construction scheduling and dispatch, straight from the won project.

When a project is won in ConstructionCRM, the work order is created automatically. Engineers, vehicles and specialist plant are scheduled on one live Gantt board, connected to the same customer and project data your sales team already uses. No handover call. No separate system. No gap.

1
Live board for people, vehicles and plant
0
Handover calls from sales to operations
Mobile
iOS & Android app for site teams
Dispatch Board: Week 42Live
JH
J. Hughes, Site Engineer
Mon to Wed · Keystone Builders, Phase 2
Scheduled
V7
Van 07
Mon to Wed · Assigned with J. Hughes
Scheduled
EX
3t Excavator
Tue · Zenith Developments, groundworks
Plant
WO
WO-1042: Blueprint Builders
Created from won project · awaiting crew
Unassigned
Work orders created from won projects
Real-time Gantt scheduling
Engineers, vehicles and plant on one board
Job details on the mobile app
The Problem

The project is won. Then it disappears into a phone call and a spreadsheet.

01

Sales closes the deal. Operations hears about it second-hand.

The details of what was sold, where, and for whom live in the CRM. The people who have to deliver it get a phone call or a forwarded email. Scope gets lost in translation before anyone sets foot on site.

02

The schedule lives on a whiteboard nobody fully trusts

Engineers, vans and specialist plant are booked in different places by different people. Double-bookings are only spotted on the morning of the job, and moving one booking means ringing round to check what else it affects.

03

The field team arrives without the full picture

Site contacts, access notes and job history sit back at the office. Crews ring in for details, the office ring the customer, and the job starts late. The customer notices.

Dispatch & Work Orders connects the sale to the schedule, so the job your team won is the job your crew delivers.

See It Live
How It Works

From won project to scheduled crew, in one system.

Dispatch sits inside the same CRM as your accounts, projects and quotes. Nothing is re-keyed between sales and operations.

Work orders from won projects

When a project is marked as won, a work order is created automatically, carrying the customer, site and project details with it. Operations starts from what was actually sold.

A live Gantt board

See every engineer and job across the week on one real-time board. Spot gaps and clashes at a glance, and reschedule in one place instead of ringing round.

Vehicles and specialist plant

Schedule vans, fleet and specialist plant alongside the people who use them, so a crew is never booked without the equipment the job needs.

On site with the mobile app

Field teams see their jobs, site details and customer contacts on the ConstructionCRM mobile app for iOS and Android, with no call back to the office.

Sales + Operations

Won on Monday. Scheduled by Monday afternoon.

Because dispatch and sales share one system, the work order inherits everything the sales team knows: the customer, the site, the contacts and the scope. Operations assigns people, vehicles and plant, and the account record shows exactly what is booked and when.

Work order created automatically when the project is won
Customer, site and contact details carried across, never re-keyed
People, vehicles and specialist plant scheduled together
Sales can see delivery status on the account without asking
See It In a Demo
Work Order WO-1042
CustomerBlueprint Builders
Created fromWon project
SitePhase 3, Unit 4
Engineers2 assigned
VehicleVan 07
Specialist plant3t Excavator
Start dateTue 14 Oct
StatusScheduled
See It For Yourself

See a won project become a scheduled job. 30 minutes.

We'll show you how Dispatch & Work Orders would work for your teams, your vehicles and your plant, using examples from businesses like yours.

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