Short guides for the things you will do in your first week. Something missing? Tell us and we will write it.
Do these once, in this order, and everything after it is quicker.
Go to yourcompany.roosterdispatch.com and sign in with the owner username and one-time password we sent you. Change that password straight away from My Account.
Open Accounts → add each person with their name, email and phone. Give each one a permission level: crew members see their own schedule, leads see clients, and the payroll levels see money. You can change a level any time.
Open Job Types → add the kinds of work you sell, each with the rate you charge. These become the choices when booking a job and the line items on an invoice, so it is worth getting them right once.
Open Payroll → set what each role earns, per region if you work in more than one area. Time cards use these, so payroll adds up on its own later.
Clients → Add Client. Fill in the name, address, phone and email. The email matters: invoices and receipts go there.
Add extra contacts if the person who books is not the person on site. Each one can have their own phone and email.
Jobs → Add Job. Pick the client, the date and time, and the job type. Then assign your crew, and the calendar warns you if somebody is already booked or has the day off.
Save it and it appears on everyone's schedule. If you have texting connected, the client gets their reminder automatically before the day.
Crew members sign in on their phone and press Clock In when they arrive, and out when they leave. Breaks are recorded too.
Those hours land on their Time Card, which is what payroll reads, so nobody has to remember or write anything down.
Open the client, then Create Invoice. The work already recorded against them is pulled in, so you are checking numbers rather than typing them. Adjust anything that needs it and send.
With Stripe connected the client can pay by card and the invoice marks itself paid. Without it, the invoice is still numbered and recorded. You collect payment your usual way and mark it paid yourself.
Messages → choose who it goes to and pick a template, or write your own. Templates fill in the name and date for you, so a reminder reads the same no matter who sends it. Needs Twilio connected.
Open the job → Send for signature. The client gets a link, signs on whatever device they have, and the signed copy stays attached to that job.
Both accounts are yours, in your business's name, billed to you directly. Your site works without either, so connect them when you are ready.
Money goes from your client straight to your bank account. It never passes through us.
Keep your secret key secret. Anyone holding it can move money in your Stripe account. Never email it or paste it into a chat, and nobody from RoosterDispatch will ever ask you to read it out.
Texts go out from your own business number, under your own registration.
Twilio bills you per message, at their rates. Reminder texts are short, so most teams spend very little.
Stuck on either? Email us. We would rather walk you through it than have you guess.
Your own private site, your own database, set up in minutes. No contract, cancel any time.