As part of our Dispatching enhancements, P3 has introduced 2-Way Text to allow companies to send and receive text messages from the Command Center to both Customers and...
Brian Starzec
Tuesday Tool Tip – Create Invoice After Service Call Creation
Create Invoice Dispatching Setting Several companies like to create the invoice in the office and send it to the technician for completion. In this article, we discuss a dispatch...
Tuesday Tool Tip – New Tool Bar Short Cut – Repair Task
New Tool Bar Short Cut - Repair Task P3 recently added a new tool bar short cut to have one-click access to your company's Repair Tasks. As you are preparing for the new year,...
Tuesday Tool Tip – 2 Way Text Report
2 Way Text Report The 2 Way Text Report is a great way to view all conversations at one time in a single place. The report includes all text communications with both customers...
Tuesday Tool Tip – P3 HVAC Software – Dispatch Board Display Setting
HVAC Invoicing - Dispatch Board Display Setting When you are viewing the Dispatch Calendar, there are two different ways to view appointment details. Dispatch Board - Rollover...
Tuesday Tool Tip – P3 HVAC Software – Dispatch Board Short Cut
HVAC Invoicing - Dispatch Board Short Cut This week we are concentrating on an overlooked dispatching short cut - how to move a service call from the Dispatch Board itself,...
Tuesday Tool Tip – P3 HVAC Software – Email & Text Personalization Variables
Email and Text Personalization Variables This week we discuss how Email and Text Communications can be tailored to the individual customer through the use of Personalization...
Tuesday Tool Tip – P3 HVAC Software – Dispatching Zones
Dispatching Zones As part of our Dispatching enhancement, P3 has introduced the concept of Zones to help dispatchers improve dispatching efficiency and to eliminate unnecessary...
Tuesday Tool Tip – Email Personalization Variables for Tune Ups
Email Personalization Variables for Tune Ups and Online Dispatching A couple weeks ago we discussed how Personalization variables can be used to send more customer-specific...
Tuesday Tool Tip – Change Invoice Title
Change Invoice Title P3 has 2 general titles for the Invoice and this week discuss how to change the invoice title. Pre-Approval Title Before the work is approved by the...
Tuesday Tool Tip – New Lead Source Setting when Creating a Service Call
New Lead Source Setting when Creating a Service Call This week we discuss a new Dispatch Setting that allows a company to set a default Lead Source when creating new Service...
Tuesday Tool Tip – Report Permissions
In an effort to provide even more administrative control, P3 now has the ability to set the Report permissions on a per user basis. Permissions Background "Super Admin" users in...