Set up your company
Create your Dispatch account and your company, then what to do first.
Whoever owns the business does this once, on a computer. Everyone else gets added by email afterwards and never makes an account.
- Go to dispatch.bloombilt.com/sign-up. Under Create your account, sign up with your work email.
- On Set up your company, type your company's name.
- Your company is set up shows the app links for your phone. Click Open your board.
A new company starts empty. Home says No clients yet. with two buttons, Add a client and Add your crew. Do them in this order:
- Add your people. See Add your team.
- Set up your services, prices and the tools each one needs. See Services, prices and tools.
- Add your clients and their addresses. See Clients and addresses.
- Book their work. See Book a job.
- Connect QuickBooks when you're ready to invoice. See Send invoices through QuickBooks.
Already on someone else's team? Don't make a new company. Click Pick your company on the same page, or ask whoever added you.