Your Field Service Dispatch Now Shows Profit on Every Job and Syncs to Your Technicians’ Phones — Run the Whole Operation From One Workbook (Patreon)

You can now see exactly how much profit every single job makes, and send that job straight to your technician’s phone, all from the same Excel dispatch app.

One thing I’ve noticed with field service businesses is that most owners know what they billed but have no idea what they actually kept. The job gets done and the invoice goes out. But the parts run, the fuel, and the hour and a half your tech spent on site never get tied back to that job, so the real margin stays a guess. Then there’s the constant back and forth of calling technicians to find out where they are and whether they’ve finished.

So I went back into the Field Service Dispatch and added four new tabs. Expenses now lets you log any business cost with a vendor, a receipt, a payment method, and your own categories, and then lock it to a specific job ID. Combined with the new hourly cost per technician, every job now shows its own job profit. In the training, a $380 job with $50 in expenses and $60 in labor comes out to $270 profit at a 71% margin, right there inside the job. Service Plans let you set up quarterly visits, monthly filter checks, or any recurring work for a customer. With one click, every due visit becomes an unassigned job on the board, ready to drag onto a technician and a day. There’s also a Reports tab with four reports: job profit, accounts receivable aging, profit and loss with period-over-period comparison, and a service plan overview. You can filter all of them by date range, save them to PDF, or print them.

The one I’m most excited about is full mobile integration. Using a Google Apps Script with a Google Sheet as the database, you push jobs to each technician’s phone. They sign in with their own mobile PIN and tap when they’re on their way, when they’ve arrived, and when they’re done. Back in Excel, you click Get Updates and everything syncs in. I also added customer equipment tracking so you can keep a service history on every unit, a WhatsApp “On my way” and review request message that goes straight to the customer, and a one-click option to clear the sample data when you’re ready to go live.

This is a large application, so I didn’t want to rush the mobile setup on video. Download the new zip file first. Inside you’ll find the Apps Script, a complete mobile setup guide PDF, and a step-by-step guide to the entire application, and you can follow them at your own pace.

This isn’t a small practice workbook anymore. It’s a professional application you can actually run a business on, and taking a training you already have and making it far more capable is exactly what your membership is meant to deliver.

📥Your updated training and the new zip download are waiting below, so jump in and see your first job profit come to life.