Learn the complete office-to-field workflow.

Open Team and find Payroll hours export. Select the pay-period dates and prepare the export. Review included hours and download the exceptions file to see omitted shifts. Download standard totals or shift details as CSV, which can be opened in Excel. Open shifts and records needing review are excluded; resolve the underlying timecard issue and prepare a fresh export before payroll.

Choose Other payroll in the export format selector. Select totals or shift details, arrange and label columns, enter the payroll employee IDs, and choose the separator, date format and decimal precision. Preview the results. The company owner can save one format for reuse; download the file and import it through the payroll provider’s own process. Confirm the provider’s template and check the first import before submitting payroll.

No. It exports recorded hours only. It does not calculate overtime, break deductions, wages or taxes, and does not send data directly to ADP, Paychex or another payroll company. Changing a column name to overtime does not classify the hours. Use your payroll process to review and apply the appropriate rules.

Use Book job, enter the customer address, and use “Use now for this call” for an immediate dispatch. Review qualified technician choices and expand a technician to see current work and the scheduled finish estimate. Distance suggestions require recent location data and use straight-line distance, not traffic travel time. A scheduled finish is an estimate, not a technician’s confirmed remaining time.

Some connections are still in testing or awaiting provider approval. Check Settings or contact support to confirm live availability for your company before purchasing a payment, accounting, phone or e-signature provider plan. A successful sandbox test does not establish live availability.

The Early Access trial includes the Team plan for 30 days: up to 5 field technicians plus up to 10 office, dispatcher, or owner users. No credit card is required and there is no automatic charge. After day 30, the workspace enters a 7-day read-only period before access expires. Each company receives one trial.

CenterDispatch is in Early Access. The core workflow is available for real use, while we continue refining usability and connected-service behavior from customer feedback. Report anything confusing or broken using the feedback form on this page.

The technician needs an active profile, matching trade or skills when the job requires them, and a connected Field login. Open Team, verify the email, send or resend the invitation, and have the technician accept it. Then assign the job.

First confirm the job is assigned to that exact technician profile and scheduled for the day being viewed. Then confirm Team shows “Login linked,” not “Invitation pending” or “No login linked.” The technician must sign in with the same email used on the invitation.

Yes. Open the assigned job in Field Mode and use the estimate workflow. The technician can build options from the price book, save the estimate, and send the approval link to a customer with an email address. If email is unavailable, the approval link can be copied and shared.

Read the confirmation beside the action you used; some forms stay open after saving. In Field Mode, “saved offline” means the work is stored on this device and has not yet been confirmed by the office. After reconnecting, check Saved offline work and confirm the latest notes from the office view. If a save or delivery result is unconfirmed, keep the browser data and review the record before trying again.

Yes. Open Customers, select the customer, and choose Book service. Their information is carried into the job form so it does not need to be entered again.

Month-style schedule views show the complete calendar period and highlight today. Day and rolling views intentionally focus on the selected date range. Use Previous, Today, and Next to move through time.

When a customer has a valid email, CenterDispatch can send booking and reminder emails. SMS depends on the company phone/SMS connection and customer phone data. The app reports when a message could not be sent instead of claiming delivery.

Yes. The secure customer approval link lets the customer review options and approve or decline without joining the staff workspace.

Yes. Record cash, check, ACH, card by phone, or another external payment method against the invoice. Do not enter or store full card numbers in CenterDispatch.

QuickBooks has passed sandbox testing, but production approval is pending. DocuSign production integration is not yet available. Phone and payment services require an eligible company-owned provider account and completed setup. Confirm availability with CenterDispatch support before purchasing a provider plan. Payroll CSV files are available; ADP and Paychex imports are not provider-certified.

Keep this device’s browser data. In Field Mode, open Saved offline work and download a recovery copy. Ask the office to compare the saved job or estimate and its delivery history before making another change or sending again. The recovery copy contains notes and photo links, not the photo files. It does not automatically apply or resolve the saved work.

Those are separate provider services. Their processing fees, subscriptions, number rental, carrier usage, compliance charges, or account terms are not included in the CenterDispatch software price.

No. Solo, Team, and Pro have separate field-technician limits of 1, 5, and 15. Each includes up to 10 office, dispatcher, or owner users.

Open Field Mode and the job while you have a connection. If you close or reload the app without a connection, you may see a reconnect screen instead of your jobs. Reconnect, reopen Field Mode using the same browser and account, and review Saved offline work. Do not clear browser data or uninstall the browser while work is pending. Confirm the latest notes from the office after syncing; an offline save confirmation alone does not prove delivery.

Take several camera shots, or use Choose Before/After photos to pick several images from your library at once. Open Field Mode and the job while you still have a connection first, and wait for each photo to show its saved-on-this-device confirmation. To upload, reconnect and keep the page open; the app does not upload photos in the background after the browser is closed. Attached means the photo is confirmed in the job gallery, not just saved on the device. Refresh photos only re-reads the gallery; it does not force or retry an upload.

It means a working copy is kept in this browser on this device. It is not proof of upload, and it is not a second copy saved to your iPhone Photos library. If you want the original in your Photos library, take the picture with the iPhone Camera app first, then choose it in CenterDispatch. Keep your originals until each photo shows attached, and do not clear this browser’s data while photos are still pending.

Keep using the same browser and do not clear its data while photos are still unconfirmed. If the photo’s Save copy option is available, use it and confirm the file actually finished downloading in Safari’s Downloads list or the Files app; tapping the button alone does not prove the download worked. Ask the office to check the job gallery before selecting or uploading the same photo again. Unconfirmed results are not automatically resent. The Saved offline work recovery export contains notes and photo links, not the image files; the per-photo Save copy is what provides the photo original.

Yes. It is designed for mobile use. Location sharing requires browser permission, and weak connectivity may delay fresh data. Reopen or refresh after connectivity returns before relying on a recent assignment or status.

Choose “Something is broken,” include the page and exact action you took, what you expected, and what happened. Do not include passwords, full card numbers, or customer secrets.