Close faster, get paid sooner, and build recurring revenue
Professional estimates, one-click invoicing, secure pay links, memberships with automated fulfillment, promo codes, powerful price books, and flat-rate packages — plus seamless Stripe and QuickBooks integration.
Estimates to invoices — in one click
Create professional estimates, convert them to invoices instantly, and give customers frictionless ways to pay. Promo codes handle campaigns without spreadsheets.
Estimates → invoices
Create professional estimates and convert them to invoices with a single click — no rework, no duplication.
Flexible payments
Cards, ACH, Apple Pay, and Google Pay via secure email or SMS pay links — completed from any device in seconds.
Maintenance plans
Sell memberships and recurring service plans with automated billing, reminders, and renewal tracking.
Promo codes
Campaign-driven discounts with expirations, usage limits, and per-client caps. Stackable with other discounts and fully reportable.
Professional estimates, seamless invoicing, and automated maintenance plans in one integrated billing system.
Sell recurring memberships. Auto-surface the work.
Turn "Spring + Fall tune-ups" into predictable revenue and predictable fulfillment. Dispatch Scout connects the sale → customer confirmation → task scheduling → job creation.
Recurring revenue, no chaos
Monthly memberships, prepaid options, multiple properties per customer, multiple systems per property — all tied to one customer record.
Confirm & pay in one tap
Send a short SMS or email link. The experience is phone-first and takes seconds to confirm the membership and pay.
Tasks that become jobs
Define included work like "Spring Tune-up + Filters" and "Fall Tune-up + Filters". Dispatch Scout surfaces tasks as they come due — and can auto-create jobs when you want.
How memberships work
Sell a membership
Choose the property and number of systems from the client record.
Send a Confirm-and-Pay link
Short SMS or email — customer confirms and pays in one tap.
Materialize tasks
For the cycle — yearly, fixed dates, windows, or offsets.
Jobs auto-create
When tasks enter the lead window (optional auto-create).
Fulfillment tracked
Task → job → appointment → completion, all linked.
Built for dispatch teams
- Membership badges on the client record
- A fulfillment queue for upcoming membership work
- Suggested dates or auto-create to keep the schedule healthy
- Renewals resurface tasks automatically
- Clean per-property and per-system reporting
Powerful price books & flat-rate packages
Flexible pricing that works the way real service businesses do — versioned, location-aware, and audit-friendly.
Smart price books
Build a structured, versioned price book that keeps pricing consistent — and future-proof.
- Versioned pricing with effective dates
- Bulk price updates (raise once, apply everywhere)
- Location-specific pricing support
- Full audit history of price changes
- Existing invoices never change after a price bump
Flat-rate packages
Create professional flat-rate services built from your real line items — labor, materials, and add-ons.
- Flat rates made of real line items
- Automatic roll-up pricing for clean invoices
- Optional fixed presentation price
- Hidden components for internal accuracy
- Upsell tracking built in
Stripe & QuickBooks, done right
Connect payments and accounting in one seamless flow for complete financial visibility.
Frictionless payments
Cards, ACH, Apple Pay, and Google Pay via Stripe Connect — pay instantly from any device.
QuickBooks auto-sync
Invoices, payments, and customers stay perfectly aligned between Dispatch Scout and QuickBooks automatically.
Fee visibility
Track processing fees and deposits right in Dispatch Scout for complete financial transparency and reconciliation.
Get paid sooner. Sell more memberships.
Professional estimates, instant invoicing, and recurring revenue tools in one integrated billing system.