Self-guided onboarding
No implementation fee. Set it up yourself, at your pace.
Guided steps for every module, recommended defaults already picked, and plain explanations. Import your customers, connect your platforms and distributors, and go live when you're ready.
Setup home
A checklist that saves your place
Eleven modules, each with a time estimate. Start anywhere, skip what you don't need yet, and pick up where you left off.
- Progress ring by module
- Minutes per module
- Resume anytime
- Skip and come back
Set up LV DispatchResume anytime
3/11
You're 3 of 11 modules inAbout 1 hr 30 min left · progress saves as you go
Resume: AssetsPick any module
Company 5 minDone
Users & roles 10 minDone
Customers & sites import 20 minDone
Assets 15 minIn progress
Integrations 10 minIn progress
Parts & pricing 10 minSkipped · come back
Quotes 10 minNot started
Dispatch 10 minNot started
Service calls 10 minNot started
Job costing & billing 15 minNot started
Customer portal 10 minNot started
Company
Your brand on every quote
Add your logo and color once. Set your service area and the trades you work.
- Logo and brand color
- Service area
- Trades
Step 1 of 4 · CompanyDefaults pre-selected
Logo
Drop your logoPNG or SVG · used on quotes, invoices and the portal
Brand color
Service area
45 mi from shop
Trades
Access controlVideoIntrusionFire alarmLow-voltage cablingAV
Preview: quote header and portal login use your logo and color
Skip for nowSave and continue
Users & roles
Invite the team with the right access
Roles control jobs, pricing and credential vault access. Subcontractors see only their jobs.
- Invite techs by email or text
- Role permissions
- Credential vault access
- Subcontractors
Step 2 of 4 · Users & rolesDefaults pre-selected
jr@shop.com · Lead tech maria@shop.com · Office+ Invite by email or text
Roles and permissions
| Role | Jobs | Pricing | Credential vault |
|---|---|---|---|
| Owner / admin | All | All | Yes |
| Office / dispatcher | All | Quotes, billing | Request |
| Lead tech | Assigned + team | Own jobs | Yes |
| Tech | Assigned | None | Per site |
| Subcontractor | Assigned only | None | Never |
Vault access is logged and time-limitedTechs see a site credential only while on that job
Subcontractors invited per jobThey see only the jobs you assign, never pricing
Skip for nowSave and continue
Import
Bring your customers, sites and assets
Upload a spreadsheet and map the columns, or connect your platforms to fill in sites and devices.
- Column mapping
- Validation report
- UniFi, Verkada, Eagle Eye, CHeKT
Import customers, sites and assetsStep 3 of 4
SpreadsheetCSV or XLSX
Connect a platformUniFi · Verkada · Eagle Eye · CHeKT
customers.xlsx · map columns
| Customer Name | → | Customer name ▾ | Matched |
| Bill Addr | → | Billing address ▾ | Matched |
| Site | → | Site name ▾ | Matched |
| Svc Address | → | Site address ▾ | Matched |
| Panel Type | → | Asset · model ▾ | Check |
| Notes | → | Skip ▾ | Skipped |
Validation report
412 rows ready
9 duplicate sites · merge?
3 missing addresses · fix inline
UniFi connected: 38 sites, 1,140 devices foundMatch to imported sites, then auto-fill assets
Review Parts & pricing
Connect your distributorsComing soon
Link your Wesco and ADI accounts and set markup by category.
- Wesco and ADI accounts
- Markup rules by category
Step 1 of 3 · Parts & pricingDefaults pre-selected
Wesco account connected Connect ADI account
Markup by category
| Readers and locks | 35% |
| Cameras and recorders | 30% |
| Sensors | 40% |
| Cable and materials | 45% |
Lowest cost per line RecommendedSplit across vendors when it saves money
Fewest pickupsPrefer one vendor per job
Why this default: Most shops price from their own contract cost and mark up by category, so quotes stay consistent.
Skip for nowSave and continue
Quotes
Terms, tiers and e-sign
Set your terms once. Good / Better and e-sign are on to start.
- Quote terms
- Good / Better
- E-sign
Step 1 of 3 · QuotesDefaults pre-selected
Quote terms
| Valid for | 30 days |
| Deposit | 50% on approval |
| Payment | Net 30 |
Good / Better options on every quote RecommendedCustomers pick a tier; you set what goes in each
Single optionOne price per quote
E-sign to approveCustomer signs in the portal; approval creates POs and the job
Why this default: Offering two tiers lets customers choose without a back-and-forth.
Skip for nowSave and continue
Dispatch
Right tech, right job
Add skills and certs, service areas and your subcontractor directory.
- Skills and certs
- Service area
- Sub directory
Step 1 of 3 · DispatchDefaults pre-selected
Skills and certifications
Access controlNICET IILow-voltage licenseFire alarmLift cert
Match jobs to required certsOnly qualified techs are suggested
Respect each tech's service areaDrive time is counted when assigning
Subcontractor directory
| Northside Cabling | Cabling · 30 mi |
| Add sub | Invite by email |
Why this default: Matching on certs first keeps code-required work with licensed techs.
Skip for nowSave and continue
Service calls
AI Lead Tech, your rules
Choose how the AI helps. Remote actions always wait for a tech to confirm.
- AI Lead Tech settings
- Remote actions need tech confirm
Step 1 of 3 · Service callsDefaults pre-selected
AI Lead Tech
Suggest next steps, tech approves RecommendedAI reads site history and device health, then proposes a fix
Suggest onlyNo remote actions offered
Remote actions require tech confirmReboots, door unlocks and config changes wait for a tech tap
Answer after-hours callsTakes the details and opens a service call
Why this default: A person stays in the loop for anything that touches a live system.
Skip for nowSave and continue
Job costing & billing
Shop defaults, customer overrides
Set how you bill equipment and labor, then override for the customers that need it.
- Equipment on order, receipt or install
- Labor method
- Retainage %
- Warranty start and return windows
Step 1 of 3 · Job costing & billingDefaults pre-selected
Shop defaultsPer-customer overrides
Equipment billing
On orderOn receiptOn install
Labor billing
HourlyFlat rateMilestone
| Retainage | 10% |
| Warranty starts | At substantial completion |
| Return window | 30 days, unopened |
Override: Main office campus · bill equipment on install · retainage 5%
Why this default: Billing on receipt matches your cost to the invoice without waiting on install.
Skip for nowSave and continue
Customer portal
Decide what customers see and do
Turn on views and actions per customer. Arming and talk-down are permissioned per user.
- Visibility
- Service requests
- Arming and talk-down permissions
Step 1 of 3 · Customer portalDefaults pre-selected
Customers can see
Sites, devices and health
Quotes, invoices and payments
Service history and tickets
Customers can do
Request serviceOpens a service call
Arm and disarmPer user; set by site admin
Talk-down on live videoOnly users you approve
Why this default: Arming and talk-down start off; turn them on per customer user once they are trained.
Skip for nowSave and continue
First job
Create your first job with a guide
Coach marks walk you through a real job, start to finish.
- In-app coach marks
- Skip the tour anytime
Create your first jobGuided tour
Main office campus ▾
Suite 200
Service call ▾
JR · Lead tech
2 of 4Pick a job type
Service calls pull device health and site history so the tech arrives with the right parts.
Skip tourNext
Help built in
Answers without leaving setup
Search help, watch short how-tos, or ask the setup assistant. It can change a setting after you confirm.
- Searchable help
- How-to videos
- Setup assistant with confirm
- Walkthrough optional
HelpSetup assistant
How do I…
4:10
Import customers in 4 minutes2:45
Connect Wesco and ADI3:30
Build a Good / Better quote5:05
Dispatch and the tech appHow do I bill equipment on install for one customer?
Open the customer, then Billing → Overrides. I can set Main office campus to bill equipment on install now.
Change setting?Main office campus · equipment billing: On receipt → On installConfirmCancel
Prefer a person? Book a walkthrough (optional)
Go live
Check it off. You're live.
A final checklist confirms the essentials before you invite customers.
- Go-live checklist
- Edit anytime after
Go-live checklistGo live
Company and brandingReady
Team invitedReady
Customers, sites and assets importedReady
Distributor accounts connectedReady
Quote terms and e-signReady
Billing defaults setReady
Portal invites ready to sendReview
You're liveYour team can take service calls, quote and dispatch today. Settings stay editable anytime.
Your next truck roll should know what it's walking into.
Set up LV Dispatch yourself today. Free plan, no implementation fee, no card.