Sales & Dispatch
New leads route themselves — straight to your call center.
The moment a lead lands it's in your pipeline and your call center is ringing. The agent on the call books the appointment onto the dispatch board while the customer is still on the phone. The call center stays yours — iBuildPro routes the work to it and keeps every call, text, and note on the lead, so the rep walking up to the door already knows the whole story.
What's Inside
From the lead landing to the rep at the door
Call-center routing, booking, dispatch, pipeline, reminders, comms, and geofence — designed together, not stitched from separate tools.
Automatic dispatch to your call center
An incoming lead routes to whatever call center or answering team you already run — the instant it arrives, with nobody watching a queue. iBuildPro doesn't provide the call center; it drives yours, and every call, outcome, and recording lands back on the lead.
Immediate appointment scheduling
Whoever answers books straight onto the dispatch board — live availability, rep assignment, and the confirmation window all in one step. The lead moves forward on its own as it happens, so the board is accurate before the call has ended.
The rep arrives already briefed
Source and campaign, the first message, every call and text since, prior appointments, and what was promised — all on the lead. The salesperson opens one screen before knocking instead of phoning the office from the driveway.
An action-first dispatch board
The day is laid out the way it actually runs — what's happening today, what's coming up, what's slipping, and what nobody owns yet. Built for the person running dispatch at 8am, not for executives reading reports.
A pipeline nobody can break
The stages your business depends on are protected by the system itself — they can't be renamed, deleted, or moved by accident. Your own custom stages reorder freely around them.
Lead auto-advance
Booking an appointment moves the lead to the right stage on its own, and knows the difference between a first visit and a return one. A lead that's already further along never gets knocked backwards by a stray booking.
Per-appointment call, SMS, WhatsApp
Every dispatch card has inline call / SMS / WhatsApp actions routed by the contact's preferred channel. Every send is logged and tied to the appointment and contact — no lost threads, no 'who called them last?'
Follow-up task automation
Appointment outcomes raise their own follow-up tasks, and the board keeps them collapsed by contact so one no-show doesn't flood the screen. Nothing drops, and nothing shouts.
Confirmations that mean something
The 'Confirm your appointment' link customers receive goes live close enough to the visit that a confirmation still means they'll be there. Status flips the instant they click.
Reminders on your schedule
Set how far ahead reminders go out company-wide, and override it on any single appointment. Each one goes by email, text, WhatsApp, or in-app — whichever that contact prefers — and every send is logged.
Geofence verification
Confirms your reps actually showed up, with arrival and departure recorded against the appointment. No hidden or after-hours tracking — reps see a visible indicator whenever it's active.
Individual + Company contacts
Toggle between Individual and Company entity types. Company contacts display the business name as the primary identity — across project headers, invoices, portals, reports, and CSV exports. Built for commercial contractors, not bolted on.
Why this is different
Not another CRM. A dispatch system.
Action-first, not status-first
Most CRMs show you a pipeline. iBuildPro shows you what to do today. Dispatch is the default view for the person running the morning — the work that can't wait is what they see first, and the cold outreach list never gets in the way.
One source of truth for every touch
Calls, texts, WhatsApp, email, appointment outcomes, follow-ups — every touch lives on the contact and the lead. No parallel tools, no 'it's in Slack somewhere', no separate call log.
Review tab, not a reporting suite
A retrospective on rep and lead-source performance over any date range — kept deliberately out of the way of the day's work. Reports are for reviewing. Dispatch is for operating.
See it with a Monday morning's worth of leads
Book a 30-minute demo. We'll load your sample pipeline and walk the Dispatch Board the way your team would run it.
Book a Demo