ESCAPE
by Elevate
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Jobs & the Dispatch Board
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Jobs & the Dispatch Board
Reading the board, what moves automatically, return visits, and invoice drafts on service calls.
Reading the board: what every stage means
Every job is a card moving through stages. Here's what each stage means and who moves it.
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What moves automatically on the board
Booking creates the job, status changes fire the texts, and Done triggers the close-out.
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Return visits (jobs that need a second trip)
Flag Needs Return Visit and your office is alerted — the job never gets lost.
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Invoice drafts on service calls
When a tech goes on site, Escape drafts the service invoice — your office reviews and sends.
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