Dispatch, job management and field service features — connected.
Your Dispatch Partner brings job scheduling, dispatch, field teams, customers, quotes, invoices, payments, follow-up, training and management reporting into one configurable platform for service businesses.
Different parts of the service operation. One place to work.
YDP connects the work that often sits across diaries, spreadsheets, messaging apps and separate systems. Screens, terminology and permissions can be configured around each customer.
Operations
Job scheduling, booking & dispatch
Create work, allocate it, see progress and keep actions attached to the original job.
People
Field team management
Manage availability, work allocation, secure workspaces and responsibilities.
Adaptability
Appointment-led businesses
The same YDP framework can support salons and other booking-led service teams.
Money
Quotes, invoices & revenue control
Keep the commercial journey connected to the work that created it.
Control
Disputes, follow-up & actions
Give unresolved issues an owner, update history and next action.
Completion
Close the job and the revenue loop
Move work through completion, payment, evidence, follow-up and reporting without losing the thread.
01
Dispatch & job management software
Keep urgent, scheduled and appointment-led work moving from first enquiry to final action.
Live job control. Book work quickly, allocate it and keep the whole service journey connected.
Live operations
Live Dispatch Board
See active and scheduled work in one place, with status cards, team availability, job lists and quick actions.
Fast workflow
Fast Job Booking
Create jobs with customer details, postcode, category, source, ETA, scheduled date and time, assigned person and payment notes.
Location-led dispatch
Postcode-First Workflow
Use postcode lookup, postcode search, job references and dispatch-map support for location-sensitive service work.
Scheduling
Scheduled Appointments
Book future jobs and appointments with clear scheduled dates and times.
Single job view
Job Control Panel
Open one job record to see customer details, allocation, ETA, payment status, notes, evidence and job actions.
Dispatch map
Dispatch Map
Give office teams useful location context around customer jobs and field-team coverage.
02
Field service & workforce management
Give the office visibility while giving field and service staff exactly the working view they need.
Field-team visibility. Manage availability, secure access and team records from one place.
Availability-aware
Assignment Control
Allocate work around availability, return-to-work dates and job timing.
Mobile working
Field Worker Workspace
Give technicians, engineers or service staff a focused mobile-friendly view of their assigned work.
Live availability
Team Availability Management
Track who is available, on a job, off, sick, on holiday or otherwise unavailable.
Permissions
Role-Based Access
Keep operational, management and field access appropriate to each person’s role.
03
Customer management, quotes & invoicing
Keep the customer and commercial journey attached to the operational record.
Commercial clarity. Manage customers, quotes and invoices alongside the work itself.
Customer record
Customer History
Search customers and see previous work, addresses, contact details, campaign history and payment history.
Lead source
Campaign & Source Tracking
Track where enquiries and jobs come from so marketing and referral performance can be measured.
Quote-to-job
Quotations
Create branded quotes, add line items, generate PDFs and move accepted work into the live operational workflow.
Billing
Invoices
Create branded invoices, manage invoice stages and keep billing status connected to the customer and job.
04
Payment tracking & revenue follow-up
Keep completed work visible until the money and follow-up are actually resolved.
Close the loop. Capture completion, payment and follow-up so finished work becomes collected revenue.
Financial control
Job Closing & Payment Control
Record job values, payment status, materials, outcomes and final close status.
Credit control
Payment Chasing
Track unpaid and part-paid work, log chase attempts, set next actions and close follow-up when resolved.
Connected workflow
Payment Chase to Dispute Escalation
Escalate unresolved payment issues while keeping the follow-up history attached.
05
Evidence, audit trail & dispute management
Keep a clear record when service work becomes sensitive, disputed or evidence-heavy.
Revenue protection in practice. Keep the original job, complaint details and resolution history connected.
Dispute control
Disputes & Complaints
Track complaint details, disputed values, refund or chargeback status, team involvement and resolution notes.
Auditability
Job Audit Trail
See who changed key operational information and when, including status, appointment, allocation and payment updates.
Evidence
Job Evidence Links
Keep links to job photos, payment proof, signed paperwork and other supporting evidence against the work record.
06
Management reporting, calls & communications
Give managers and operations teams a live view of workload, performance and the actions that need attention.
Management visibility
Management Reports
See operational and commercial measures such as revenue, unpaid work, disputes, team performance and lead-source performance.
Daily control
Start-Shift Briefing
Surface active work, open actions, disputes, payment follow-ups and other priorities at the start of the shift.
Calls
Call Wallboard
Where supported by the connected phone provider, bring call activity and response performance into the operational picture.
Communications
Job-Based SMS Workflows
Support outbound communications such as payment reminders, appointment updates, review requests and feedback messages where integrations allow.
Designed around real service operations
Job management software should do more than put work in a diary.
YDP connects operational activity with customers, people, payments, follow-up and management visibility — including the places where revenue and accountability are most often lost.
01Operational visibility
See where work is, who owns it and what needs attention next.
02Start-shift priorities
Give teams a clear operational picture before they start working through the day.
03Revenue follow-up
Keep unpaid work, unconverted enquiries and disputes visible instead of losing them in separate lists.
04Full audit trail
Keep important operational changes traceable instead of disappearing into messages and spreadsheets.
People & standards
Training, compliance and operational control
Support the records and processes that help prove the business is being run properly — not just the bookings themselves.
Training
Online Learning & Scored Courses
Deliver videos, documents and learning modules, then record completion, scores, pass marks and attempts.
Evidence
Certificates & Renewals
Hold qualification evidence, review dates and renewal reminders against the relevant team member.
Compliance
Checks, RAG Status & Audit Trail
Assign operational checks, capture evidence and surface overdue or failed controls.
Knowledge
Handbooks & Controlled Documents
Give teams access to current policies, procedures and acknowledgement records.
Leads & revenue recovery
Recover opportunities the business has already paid to create
Lead follow-up and unused capacity can sit inside the operational workflow rather than becoming forgotten admin.
Leads
Active Enquiries & Follow-Up
Track interested customers, next actions, owners, updates and completion status.
Recovery
Unconverted Enquiry Recovery
Keep enquiries that did not convert available for structured follow-up rather than losing them permanently.
Campaigns
Targeted Customer Campaigns
Select relevant customers, record campaign activity and track resulting bookings or revenue.
Capacity
Vacant-Slot Recovery
Use waitlists, follow-up and targeted offers to turn unused service capacity back into revenue.
See it with your own workflow
See how YDP could fit your service business.
Tell us how work enters the business, how your team delivers it and where you currently lose time or visibility. We’ll show you the parts of YDP most relevant to your operation.
