For companiesFor contractors

Can PeerToSite connect to our service desk?

A Company Manager sets it up under Settings → Integrations. An API key lets your service desk create a dispatch request from a ticket, follow it, change its details, add comments (they appear in the job chat) and cancel it. A webhook is the other direction: PeerToSite calls your system when a job changes — accepted, on site, signed off, completed — and when the technician sends a message, so the ticket keeps itself up to date.

Cancelling from the ticket cancels the visit under the same rule as the Cancel button: until the technician checks in. The Delivery Log shows every message PeerToSite sent and whether it arrived. Your IT team or service-desk vendor will want the Developers page (linked at the foot of the PeerToSite site) for the details.

Whatever you connect is your own system — when you set it up you confirm your company is responsible for where it keeps the information PeerToSite sends it.

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More in For Companies

Which services come with my plan?

Every plan includes both Opportunities and Dispatch.

How do I post a job for bids?

Opportunities → Post an opportunity (needs the Opportunities service).

How do I review and award a bid?

Compare bids and ratings on the posting, then award.

How do I request a dispatch?

Dispatch → Request a dispatch: category, what needs fixing, how urgent.

What are plans?

Basic, Base Term, Premium or Enterprise — in Settings → Plan & services.

How is a dispatch job priced?

A service call, a travel fee, and time after the first hour.

How do I follow a job and approve the sign-off?

Check-in, messages, sign-off photos, then your approval.

How do I set sign-on and sign-off criteria and site documents?

Company management → Visit criteria and Documents, once for every job.

What if the work isn't right?

Send it back while they're on site, request a return visit, or dispute it.

How do I review and pay an invoice?

Payments → open the invoice → record payment.

How do I add my sites and equipment?

Company Management → Sites — one at a time, or import a spreadsheet.

Can I import my sites and equipment from a spreadsheet?

Company Management → Sites → Import a file: Excel or CSV, for Company Managers.

How do I require licences, insurance or other credentials?

Compliance → Add requirement, for Company Managers.

Where can I see a history of everything that's happened?

Settings → Audit Log, for Company Managers.

How do I add people and set their roles?

Settings → Manage Users, for Company Managers.