CopyThatHQ

# CopyThat: SMS-First Dispatch Software Built for Small Field-Service Shops
## The Problem Most Small Field-Service Shops Face
Running a field-service operation with 2 to 10 trucks doesn't require enterprise software. It requires software designed for your reality. Yet most dispatch platforms on the market were built for companies running fifty trucks or more. They're priced accordingly, they're complicated to implement, and they demand something that fundamentally breaks the simplicity of small operations: they require every single technician to install an app, create a login, get provisioned a seat, and maintain another account.
The result? Most small shops abandon dispatch software entirely and fall back on group texts. Job details get buried under memes and personal messages. Two trucks show up at the same address because nobody checked the thread. Customer history lives in someone's head—or across five different phones—and walks out the door when that person leaves. Scheduling happens through confusion rather than coordination. Callbacks get missed. Customers feel forgotten.
CopyThat solves this by doing one thing extremely well instead of eight things adequately: dispatch and job tracking via the technology every technician already carries and already knows how to use. A phone. And the ability to text.
## How CopyThat Works: Four Texts, One Board
The workflow is straightforward enough to set up in an afternoon.
You create jobs on your dispatch board—either by typing them in directly or by importing a spreadsheet you already have. Each job is a card containing the time window, customer name, address, and any notes the technician needs (what to look for, what tools to bring, what they're fixing). You see your entire day at a glance: which jobs are scheduled, which are assigned, which are in progress, which are complete.
When a tech is ready for their next job, you drag a job card onto their column. They immediately receive a text from your shop's dispatch number containing the job details, customer address, and any notes. The text is plain, readable, quick. No app notification that might get lost in their other notifications. Just a text message that works on any phone, in any condition.
The tech replies with one of four simple responses: OTW (on the way) when they're headed to the job, HERE when they arrive, DONE when they finish, or any other message that becomes a note tied permanently to that job and that customer's history. Once they text DONE, the next job automatically goes out to their phone. If they text a question or a problem—"customer wants to add a water heater," "compressor won't start," "need homeowner callback"—that message stays on the job as a note, searchable, attached to that customer's record forever.
That's the core workflow. No passwords. No app downloads. No confusion about whether someone saw the message. No jobs lost in a text thread. Complete transparency on your board about where every tech is and what they're doing, in real time.
## What's Actually Included
At every pricing tier, CopyThat includes the features that matter to small field-service shops:
**The realtime dispatch board** with drag-to-assign functionality. You see all your jobs, all your techs, and can move jobs between techs instantly. The board updates in real time as techs reply to texts.
**The SMS tech workflow** running through one shop number. All your dispatch communication comes from your business identity, not from personal phone numbers. Customers see consistency and professionalism. Techs reply knowing exactly where their messages are going.
**Searchable customer and job history**. Every interaction, every note, every job for every customer is searchable and accessible. A new tech pulling up to repeat a job can see what was done last time. A customer calls with a question and you can pull up their entire history in seconds.
**Job types with saved defaults**. Set up your standard job types once—"HVAC service call," "plumbing inspection," "electrical repair"—and build default notes and time estimates into each. Dispatch faster because you're not typing the same information over and over.
**Spreadsheet import and CSV export**. Get your existing job list into CopyThat quickly. Export your data as CSV whenever you want, uncapped, no restrictions. Your data is yours.
**Growth and Fleet tier features** include automatic customer ETA texts sent directly from your shop's number. Customers get a text when a tech is en route, showing them when to expect arrival. It's a small touch that dramatically improves customer experience and reduces "where's my tech?" calls.
## What It Deliberately Doesn't Do
CopyThat is not an accounting system. It doesn't invoice,