These four phrases are sold as four categories and describe one product. What actually separates the things you can buy is a single structural question: is the day one shared copy that everybody looks at, or a copy per person that has to be kept in agreement by somebody. Everything else, including most of the feature list, follows from the answer to that.
One copy, or a copy each
A spreadsheet on a shared drive is not one copy, it is a copy per person with a merge waiting to happen. A whiteboard is one copy that only exists in one room. A hosted board is one copy everybody can see, which is why the dispatcher moving a job at eleven does not have to tell anybody, and why nobody has to be told twice.
The four things the board has to hold
The job with its customer and address, the technician assigned, the window promised, and the status it is in. On the worked example this site publishes, that is 655 jobs a month across 6 technicians. Holding four facts about 655 things is trivial for software and impossible for a memory, which is really the whole argument.
What it is not
It is not a system of record for the business. Accounts, parts, purchasing and payroll are separate disciplines with better tools, and a scheduling product that claims all of them is either enormous or shallow. Keeping the board narrow is what lets it go live next week rather than next quarter.
Going live in a week
Put customers and technicians in during one afternoon, put next week on the board, run it alongside the old way for five days and stop the old way on the Friday. Anything older than next week is history and can stay where it is. Attempting to import two years first is the single commonest reason a board never goes live at all.
Questions people ask about service company scheduling software
Do we need to move our accounts too?
No, and you should not. The board holds the job and the documents it produced. Books are a separate discipline with people who do only that.
What happens to the old spreadsheet?
Keep it as history and stop writing to it on an agreed day. Two live systems is worse than either one alone.
Is there a per user charge?
Not here. Dispatchzo Pro is $69 a month for the whole team, so the board is never cheaper by leaving somebody off it.