Email Log Ever have a customer call to say they didn't get an email? Well, with the Email Log Report, you can see the details of email if it has in fact bounced. The Email Log is...
Brian Starzec
Tuesday Tool Tip – Technician Pin Color
Technician Pin Color Want to change the pin colors of the Technicians? Well, now you can. From the Settings menu, go the Technician List. Click to edit the desired technician and...
Tuesday Tool Tip – Tags
Tags Tags provide a way for each company to label information. Whether it is keeping track of which unpaid Invoices have been sent to collections or which new installation jobs...
Tuesday Tool Tip – Open Call List Tags
Open Call List Tags One subtle place Tags are used in the software are in the Open Call list. When you go to the main Dispatch Board, you have two options: Search the Open Call...
Tuesday Tool Tip – Saved Search
Saved Search Saved Search is one of the highlights of the 13.0 release. With Saved Searches, you can conduct a search, including Tags, and then save the search criteria. This is...
Tuesday Tool Tip – Time Blocks
Time Blocks Reserving Time Blocks on the Dispatch Calendar is a new concept in Version 13.0. This is a Setting that must be activated, but when activated, the software will...
Tuesday Tool Tip – New App Calendar View
New App Calendar View In Version 12.0 of the software, we provided a way for the technicians to switch to a calendar view to see their calls. Now the technicians have the ability...
Tuesday Tool Tip – Equipment Proposal Expiration Date
Equipment Proposal Expiration Date P3 now has the ability to set an expiration date on equipment proposals. Given that costs are increasing rapidly, there is even more of a need...
Tuesday Tool Tip – Files and Folders
Files and Folders P3 has a great way to share documents with the team via the Files and Folders functionality. From the Command Center, each company can upload files and organize...
Tuesday Tool Tip – Invoice Setting for Service Agreements
Invoice Setting for Service Agreements P3 has an Invoice Setting for Service Agreements that allows each company to control if the price of the Service Agreement should be...
Tuesday Tool Tip – Copy Invoice
Copy Invoice P3 has the ability to copy or clone an invoice. Once the setting is activated, invoices can be copied from either the View or Edit Invoice page. The standard copy...
Tuesday Tool Tip – Invoice Bundles
Invoice Bundles On the P3 Invoice, companies can create invoice bundles - where multiple repairs are combined into a single invoice line item. Very much like how all of the...