One platform for the work, the team and the business.
YDP brings operational work, customers, people, follow-up, money, standards and management information together — then configures the terminology and workflows around the way your business actually operates.
Different parts of the operation. One connected portal.
These examples show the kinds of operational views YDP can bring together. The exact screens, terminology and permissions are configured around each customer.
Operations
Bookings, jobs & dispatch
Create work, allocate it, see progress and keep actions attached to the original booking or job.
People
Team & resource management
Manage availability, allocation, workspaces and responsibilities.
Adaptability
Appointment-led businesses
The same YDP framework can support salons and other booking-led service teams.
Money
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 loop
Move work from completion through payment, evidence, follow-up and management reporting without losing the thread.
01
Dispatch & Job Management
Keep urgent and scheduled work moving from first call to final action.
Live job control. Book work quickly, manage the commercial detail and keep the whole order journey connected.
Live operations
Live Dispatch Board
See active and scheduled jobs in one place, with status cards, technician availability, live job lists and quick actions.
Fast workflow
Fast Job Booking
Create new jobs quickly with customer details, postcode, job category, campaign/source, ETA, scheduled date/time, technician and payment notes.
Built for emergency trades
Postcode-First Workflow
Built around how emergency trades actually work — postcode lookup, postcode search, postcode-based job reference and dispatch map support.
Scheduling
Scheduled Appointments
Book future jobs with a scheduled date and precise 24-hour time entry.
Single job view
Job Control Panel
Open one job record to see customer details, postcode, technician, ETA, payment status, notes, evidence links and job actions.
Dispatch map
Hybrid Dispatch Map
Use a district-style London map showing postcode areas, main roads, customer locations and technician positions for easier dispatching.
02
Technician Management
Give dispatchers control while giving field technicians exactly what they need.
Field team visibility. Manage availability, secure access, links and technician records from one place.
Availability-aware
Technician Assignment Control
Assign technicians around availability, return-to-work dates and job timing, helping prevent unavailable technicians being booked.
Technician-facing
Technician Workspace
Technicians can log into their own secure workspace using a universal link and private PIN to view assigned jobs and close work.
Live availability
Technician Availability Management
Track who is available, on job, off today, sick, on holiday or unavailable, including return-to-work dates.
Access control
Role-Based Access Ready
Designed for Dispatch Operator, Senior Dispatcher, Business Support and Admin access levels.
03
Customers, Sales & Billing
Keep the commercial journey connected to the operational record.
Commercial clarity. Create and manage invoices with visible stages, customer detail and billing progress in one view.
Customer record
Customer History
Search customers by name, phone, email or postcode and view previous jobs, addresses, campaign history and payment/job history.
Source visibility
Campaign & Source Tracking
Track where jobs come from, including Google, account clients, referrals, estate agents, subcontractors and marketing campaigns.
Quote-to-job
Quotations
Create branded quotes, add line items, generate PDFs and convert accepted quotes into live client orders.
Billing
Invoices
Create branded invoices, manage invoice stages, generate PDFs and track whether invoices have been sent.
04
Payments & Job Completion
Control job values, payment status and follow-up without relying on separate spreadsheets.
Close the job properly. Capture payment, VAT, materials, outcomes and final status so completed work turns into collected revenue.
Financial control
Job Closing & Payment Control
Close jobs with NET value, automatic UK VAT calculation, full value, split payment methods, payment checks, materials cost and final close status.
Follow-up
Payment Chasing
Track unpaid and part-paid jobs, log chase attempts, record outcomes, set next follow-up dates and close chase logs when resolved.
Connected workflow
Payment Chase to Dispute Escalation
Escalate unpaid jobs into disputes while carrying over the complete payment chase history.
05
Compliance, Evidence & Disputes
Keep a clear record when a job becomes sensitive, disputed or evidence-heavy.
Revenue protection in practice. Keep the original job, complaint detail and resolution history connected when work becomes disputed.
Dispute control
Disputes & Complaints
Raise disputes from jobs and track complaint details, disputed values, refund/chargeback status, technician involvement and resolution notes.
Auditability
Job Audit Trail
See who changed what and when, including status changes, appointment edits, technician assignment, payment updates and evidence entries.
Evidence
Job Evidence / Dropbox Links
Store links to job photos, invoice copies, payment proof, ID proof, signed paperwork and other evidence using Dropbox folder links.
06
Management, Calls & Communications
Give managers and dispatchers a live view of performance, workload and communication.
Management visibility
Management Reports
View business performance metrics including revenue, awaiting payment, disputes, chargebacks, technician performance and campaign/source performance.
Built for dispatchers
Dispatcher Start-Shift Briefing
When dispatchers log in, show calls taken, active jobs, open jobs, disputes, payment follow-ups and unsent invoices.
Yay.com
Call Wallboard
Track total calls, answered calls, missed calls, missed rate and agent activity using Yay.com call data.
Integration ready
Yay SMS Integration Ready
Prepared for SMS templates and job-based outbound messages including payment reminders, appointment updates, review requests and feedback messages.
Designed around real operations
Built around demanding real-world operations — including the places revenue is most often lost.
YDP started with demanding emergency-trade workflows such as postcode-first booking, shift briefings, technician availability, payment chase escalation and audit history. Those same building blocks can be configured for wider booking-led and service operations.
01Postcode-first workflow
Dispatch starts with where the customer is and who can realistically reach them.
02Start-shift briefing
Dispatchers see what needs attention before they start working through the day.
03Chase → dispute escalation
Payment follow-up history stays attached when an unresolved job becomes a dispute.
04Full job audit trail
Operational changes remain traceable instead of disappearing into messages and spreadsheets.
People & standards
Training, compliance and operational control.
YDP can support the things that 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.
Growth & recovery
Help the business recover opportunities it already paid to create.
Follow-up is treated as part of the operation rather than an afterthought.
Leads
Active enquiries & follow-up
Track interested customers, next actions, owners, updates and completion status.
Recovery
Leads not converted
Keep unconverted enquiries available for structured recovery rather than losing them permanently.
Campaigns
Targeted customer campaigns
Select relevant clients, record campaign dates and channels, and track resulting bookings or revenue.
Capacity
Vacant-slot recovery
Use waitlists, follow-up and targeted offers to turn unused capacity back into revenue.
See it with your own workflow
Tell us how your dispatch operation works.
We’ll show you the parts of Your Dispatch Partner that are most relevant to your calls, technicians, jobs and payment process.
