Account Onboarding

Welcome to Dispatch Atlas

Let's set up your company workspace. You can customize trades, team members, and customer access preferences.

Company Profile

Company Name

Main Phone

Support Email

Service Area

Company Logo

Upload Logo

PNG or JPG, up to 5MB

Add technicians, managers, and office staff. Tech accounts support photo/video proof-of-work uploads.

Name

Role

Avatar

Photo

Configure how customers approve estimates and track appointments.

Lightweight Phone Access

Customers verify via SMS code. No password required. Best for fast conversions.

Full Portal Login

Customers create passwords and manage their full history in a dedicated portal.

Require customers to confirm or update their service address before approving an estimate.

Enable confirm-address callout in customer flow

Set up your automated SMS and tech notification numbers via Quo/OpenPhone.

Primary Dispatch Line

Used for "On the way" texts and team updates.

You can change these settings later.