Solution • 5–25 technicians

Grow the truck count. Not the office.

Ratchly automates the parts of dispatching, routing, and reporting that usually force you to hire another office admin every time you add three trucks.

Ratchly owner dashboard showing money at risk and today's schedule.
Who this solution is for

Who this is for

Shops that have proven the model and are adding trucks, techs, and territory — and are starting to feel the operational drag.

  • 5–25 technicians, sometimes across multiple crews
  • One or two dispatchers who are drowning in the schedule
  • Mix of residential, commercial, and maintenance contracts
  • Owner is out of the truck and running the business full-time
Common challenges

The scaling wall for HVAC operators

Everything that worked at 5 trucks breaks at 15.

  • Dispatchers spend all day rebuilding routes by hand
  • Techs zig-zag across town because nobody optimizes drive time
  • You can't tell which techs are actually productive vs. just busy
  • Emergency calls blow up the day and nobody knows what to reshuffle
  • Reporting takes a weekend because it lives in three spreadsheets
How Ratchly solves it

Run more work with the same office team.

Ratchly's dispatch board, route optimizer, and performance dashboards give one dispatcher the leverage of three — and give the owner real numbers to manage by.

  1. 1Jobs come in from calls, forms, and repeat customers
  2. 2Ratchly suggests the best tech and slot automatically
  3. 3The optimizer resequences routes as the day changes
  4. 4Live tracking shows exactly where every tech is
  5. 5Weekly performance reports land in your inbox automatically
Featured capabilities

The features that power this solution.

Dispatch automation

Live operations board with skill matching, drive-time smarts, and one-tap reassignment.

Learn more

Route optimization

Turn a random day of stops into the shortest legal route — automatically, or with one tap.

Learn more

Team performance

See revenue per tech, jobs per day, close rate, and average ticket — updated in real time.

Learn more
Real product walkthrough

Every step, from the live app.

These are real screenshots from a Ratchly account — not mockups.

1. Job scheduled

Every call lands on a live board.

New jobs from calls, forms, and repeat customers hit the dispatch board with the right priority and window.

Ratchly dispatch schedule with jobs across multiple technicians.
2. Automatic dispatch

Ratchly picks the tech.

Skill, availability, drive time, and current load — all considered. Dispatcher confirms with one click.

Ratchly job list with assigned technicians.
3. Route optimization

Shortest route, every truck.

The optimizer resequences stops as new calls come in — no zig-zag mornings, no missed windows.

Optimized route sequence on the technician mobile app.
4. Technician tracking

Live locations, live ETAs.

You know where every tech is, when they'll finish, and which windows are at risk — without calling anyone.

Live technician tracking on the technician mobile app.
5. Performance reporting

Numbers you can manage by.

Weekly reports show revenue per tech, average ticket, close rate, and utilization — no spreadsheets required.

Ratchly team performance insights.
Business benefits

Measurable outcomes for your shop.

  • Dispatch 30% more jobs with the same office team
  • Cut average drive time per tech by 15–25%
  • Stop guessing which techs are actually productive
  • Weekly reporting that used to take a weekend, now automatic
We went from 6 to 14 trucks in a year and didn't add a single dispatcher. Ratchly is the reason.
Jenna P. Operations Manager — mid-size HVAC shop
FAQ

Growing Companies — quick answers.

Will Ratchly work with our existing phone system?

Yes. Ratchly captures inbound calls as leads and works alongside every major VoIP provider.

How does the optimizer handle emergency calls?

New emergencies re-run the affected routes in seconds. The dispatcher approves the reshuffle with one click.

Can we run multiple crews or locations?

Yes. Filter the dispatch board by crew, division, or location — and roll everything up in reports.

Ready to run your shop on Ratchly?

14-day free trial. No credit card. No sales call. Cancel any month.