Customer Management Overview
Everything You Need
on One Screen
Customers are the lifeblood of your business. You need to know everything about them – what you have done in the past, what they need, what they want and what you have promised to do.
It is critical that your field services software solution makes it easy for your team to quickly find not just your customers, but answers to all of these questions and more. P3 keeps your entire team on the same page from dispatchers and managers in the office to the technicians out in the field.
Everyone is now equipped with the knowledge to best take care of your customer.
Benefits & Features
Simple Search – the system automatically searches name, address, phone, email fields at the same time.
Email or text invoices, diagnostics and appointment reminders.
Organized to easily view history per service location.
Easily see money owed.
Easily see service agreement visits owed.
Allow technicians to see customer history when on a service call.
Upload customer list from Quick Books.
Restrict Technician access to your customer list.