Scheduling, dispatch and reports for field-service teams
Run the whole day from one board.
Tallyman is the operations dashboard for field-service teams. Book jobs, send crews out and see how the week went, without the whiteboard and the pile of spreadsheets.
Operations
Schedule
Dispatch
Jobs
Crews
Reports
Settings
Schedule
Tuesday
Jobs today
DoneOn siteWaiting
Crews out
One crew back after lunch
Needs a look
Part on order
Running late
The office and the field, looking at the same board
Plan the week in one view
Drag jobs onto a crew's day, see open slots at a glance and keep unbooked work in a tray until it has a home.
- Day, week and crew views
- Repeat visits set up once
- Unscheduled work kept in one tray
Mon
InstallEstimateTue
InstallTune-upRepairWed
RepairDrop hereThu
InspectionTune-upFri
Follow-upUnscheduled
Know where every crew is up to
Each crew's status sits next to their next job, so the person on the phones can answer a customer without making three calls.
- Status by crew: driving, on site, free
- Hand a job to whoever is free
- Job notes travel with the job
See how the week actually went
Jobs by crew, type and status are counted as the work happens, so Friday afternoon is not spent rebuilding the numbers.
- Weekly and monthly views
- Filter by crew or job type
- Export to a spreadsheet
Jobs this week
ExportBuilt around the messy parts of running crews
New work arrives by phone, email and sticky note, and some of it gets lost.
- Every request lands in one list, with who asked and what for.
- Turn a request into a job and book it in two clicks.
Requests
3 newNo heat upstairs
Phone call · this morning
Quote for a new unit
Email · yesterday
Yearly service visit
Website form · yesterday
What happens on site rarely makes it back to the office.
- Crews mark a job started, paused or done from their phone.
- Notes and a checklist stay attached to the job for next time.
Job · Crew A
Water heater swap
Shut off supply
Remove old unit
Test and walk through
Customers call to ask when you're coming.
- Send a booking note and a day-before reminder from the job.
- Write the wording once and reuse it for every visit.
Booking note
Hi, your visit is booked for Tuesday between 10 and 12. Reply here if that time no longer works.
Tuesday works, thanks.
Day-before reminder
A quick reminder that we'll see you tomorrow between 10 and 12.
Keep the tools you already use
Ask us on your demo how Tallyman would sit next to your calendar, inbox and books, and what moving your current job list over would look like.
- Calendar
- Spreadsheets
- Payments
- Accounting
- Text messages
- Maps
- Ask about yours
Sized to your crews
Pick the plan that fits how many people you send out today. Book a demo and we'll talk through the right one.
Crew
For a small team moving off the whiteboard.
Ask for pricing
- Day and week schedule
- Job list and requests
- Crew phone view
Shop
For a busy office running several crews a day.
Ask for pricing
- Everything in Crew
- Dispatch board and crew status
- Customer reminders
- Weekly reports
Fleet
For larger teams across more than one location.
Ask for pricing
- Everything in Shop
- Roles for office and field
- Reports by location
- Help moving your data over
Questions teams ask first
Something not covered here? Ask us directly.
Who is Tallyman for?
Teams that send people out to jobs: heating and cooling, plumbing, electrical, cleaning, landscaping and similar trades, where an office books the work and crews do it.
What happens on a demo?
You tell us how you schedule today and we walk through the board with that in mind. Bring a typical week and the questions your office gets most.
Can we bring our current job list?
Ask about it on your demo. Bring a sample export or a photo of the whiteboard and we can talk through how it would come across.
What do crews need in the field?
Ask us which phones and tablets your crews would use, and we'll show you the crew view on the demo.
How does pricing work?
Plans are set by the size of your team. Tell us how many crews you run and we'll go through the options with you.
See next week on one board.
Book a demo with Tallyman and bring a real week of jobs to try it on.