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Locksmith Dispatch Team: an Appointment-Setting Dispatcher Plus a Tech Who Closes the Job On-Site

JobBase team10 min readvendor content
In short

A dispatcher doesn't have to be a salesperson: often you just need a flat-rate hire who answers the phone, books a time, and enters the job, while the technician closes it on site with a signed invoice. In JobBase the dispatcher quotes from your catalog and can add a line item at their own price, but never sees whose cut a job is, your margin, or your profit; the technician sees only their own earnings. The books balance themselves, because the money is written by the technician's close, not the dispatcher's retelling. Calls that don't become jobs get logged as leads with an honest conversion per source. Pay matches the model: a flat rate per period for the appointment-setter, a percentage of gross for the closer.

01Which dispatcher do you need: a closer or a flat-rate hire?

Dispatching is two different jobs, and mixing them up costs money. A closer takes a lead, works the phone, and lives on a percentage of what they collect.

The flat-rate hire is underrated: they just answer the phone, agree on a time, and log the address and the problem. A missed call in this trade doesn't get a callback later, the caller dials the next locksmith within a minute, so someone who always answers pays for themselves by stopping that leak.

Who to hire first
If you're missing calls, hire the flat-rate person to answer and book. If calls are covered but few convert, hire a closer on a percentage. Different people, different pay, different system settings.

02Why bookkeeping used to fall on the owner

Both models shared the same pain: the dispatcher took the calls, but the books stayed yours. Jobs lived in text threads, and every evening you entered them by hand and reconciled who closed what. Worse, nobody recorded the leads that didn't convert, so ad numbers counted only surviving jobs: a channel with three jobs and nine walk-aways looked golden while its real conversion was poor.

Where the money leaks
Manual entry costs more than an evening hour: jobs get lost or double-counted at the handoff, and dead leads vanish, so you can't tell which advertising actually works.

03How the dispatcher-and-technician combo works in JobBase

The dispatcher enters the job right in the system: client, address, problem, time. They assign a technician and quote a price from your catalog, watching the total build as they add items, since otherwise there'd be nothing to tell the caller. That's also where their access ends: the dispatcher account can't close a job or collect a signature, and reopening a saved job, even one they entered themselves, shows no dollar figure, the job card just doesn't carry money in their interface. Their entry is flagged as a draft awaiting confirmation.

The technician closes on site: builds an itemized invoice from your catalog, the client signs on screen, and the job moves to completed, no signature, no close, enforced by the software. The invoice carries an ownership and liability-waiver clause ("By paying, I confirm the service is satisfactory and waive any claims regarding functionality, pricing, or damages"), so a chargeback two weeks later meets a signed document, not a memory. The technician account works the same way with money: catalog prices and their own earnings, never the company's profit, the owner's cut, or margin.

The job total, the technician's cut, and the dispatcher's accrual are all computed from that one signed invoice, so there's nothing to reconcile beyond an evening scan of drafts and closed jobs. Whose cut a job is, your margin, and your profit stay invisible to the dispatcher everywhere in the system. Ad payback is a blocked route for their role, not a hidden menu item, the page never loads. Which lead sources, referral partners, and technicians a dispatcher can see is your call in settings, from the full list down to a short one.

04Where do dead leads go?

They become records instead of a hole in your stats. Someone asks what it costs to open an old safe, hears the price, and says they'll think about it, the dispatcher logs it as a lead with its source in under a minute. That builds an honest funnel per channel: inquiries in, jobs out, revenue collected. The first month of logging these usually changes which channel you think is your best.

05How to pay each role

Pay matches the model, and it all calculates automatically. The appointment-setter gets a flat rate per period, weekly, biweekly, or monthly. The sales-style dispatcher gets a percentage of collected gross, computed on revenue, not profit, so paying it never means opening your margin. The technician earns their own cut, computed from the jobs they close. You mark payouts as an amount plus a note, and the history stays on hand. In their own analytics, the dispatcher sees only their own gross and rate, the technician only their own earnings, your margin stays with you.

THREE DISPATCHING MODELS
ModelWhat they doHow they're paidWhat they see
The owner alonecalls, assigning, closing, bookkeeping, all of itwhatever is left overeverything, margin included
Flat-rate dispatcheranswers calls, books the appointment, enters the job and the lead, assigns a technicianflat rate per period: weekly, biweekly, or monthlyclients, schedule, client prices; no margin, no profit, no whose cut
Percentage-of-gross dispatcherworks the lead end to end: takes it, convinces, assignsa percentage of collected gross, not of profittheir own gross and rate; no margin, no profit

06FAQ

Can my flat-rate dispatcher close the job themselves?
No. They enter the job and assign a technician, but they can't close it or collect the client's signature. Their drafts wait for your confirmation; the close happens on site, where the technician builds an itemized invoice and the client signs. That close is what writes the money into the system.
Can my dispatcher see my profit or job totals?
They see catalog prices while quoting and a running total as they build the job, otherwise they'd have nothing to tell the caller. What they never see is whose cut a job is, your margin, or your profit, and a saved job shows no dollar figure if they reopen it. In their own analytics they get exactly two numbers: their own gross and their own rate.
How do I pay a locksmith dispatcher: flat rate or percentage?
Match the pay to the role. An appointment-setter who answers calls and books clients usually gets a flat rate per period, weekly, biweekly, or monthly. A sales-style dispatcher gets a percentage of collected gross, calculated on revenue, not profit. Accruals are automatic; you mark payouts with an amount and a note.
What happens to calls that don't turn into jobs?
The dispatcher logs them as leads with the source attached, which gives you an honest conversion picture per channel: how many calls came in and how many became jobs. Without that, your stats count only the jobs that survived and overstate how well a channel pays back.

Calls to the dispatcher, closing to the tech, books to you

Create a dispatcher account and a technician account right inside your JobBase workspace: the dispatcher assigns the job and quotes the price without ever seeing your margin, the technician closes with a signed invoice, and accruals compute themselves. See the combo working in the demo, no signup required.

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