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Tuesday Tool Tip – P3 HVAC Software – Daily Service Call Report

Sep 30, 2024

HVAC Dispatching – Daily Service Call Report

There is a new setting in P3 that when activated, will email each morning a report with the service call details for the upcoming day.

The report is a simple excel spreadsheet that contains all of the service call details (arrival window, tech assigned, call type, description, etc) along with all of the customer details (name, address, phone, email, etc).

This report is a great way to have your calls outside of the system as backup or as a quick easy way to start your day without having to login to P3 to see the schedule.

Setting Activation

To activate the setting:

  • From the Command Center, click on Settings
  • Go to the Email/Text Communications Section
  • Click on Email-SMS General Settings
  • Go to the Daily Service Call Report section
  • Change the value of “Send Daily Service Call Report” to “Yes”

Setting Options

Activate the setting and there will be 2 additional fields.

The first one is to determine how many day’s worth of calls are to be included in the report. The setting allows up to 7 days worth of calls. For example, if you choose 2 days worth of calls and the report is sent on Monday, the report will contain Monday’s and Tuesday’s calls.

The second question is who is to receive the email. This field is required, but it can be sent to multiple people – just place a comma in between each email address. For example, “person1@company.com, person2@company.com”.


Find Setting Under the Email/SMS General Settings

HVAC Dispatching Settings


Click “Yes” to Activate the Daily Service Call Report

HVAC Dispatching Setting - Daily Service Call Report


Select the Number of Days to be Included in the Report and Who Should Receive It

Determine who receives the daily report


About P3 HVAC Software

We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.   Please use this link to schedule a free demo of P3 HVAC Software.  Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.  Lastly, current users of P3 HVAC Software, please be sure to join our Private Facebook Group for great discussions with other HVAC Companies on how they are using the software for their HVAC business.

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We value feedback from the businesses we serve. Here’s what our users have to say.

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HVAC Business Solutions has really helped us get organized with scheduling and dispatch and consistent. Our techs and the people in the office love how simple it is to use and our customers appreciate the professional level of service we are able to deliver using the system. Anytime we need assistance, Meghan and Jason are always pleasant and helpful when we call. P3 HVAC Solutions is a 10 out of 10.

Aaron Bonin
Jack Gordon & Sons Inc.
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I first heard about HVAC Business Solution’s service software in a hvac-talk.com group for contractors and decided to give it a try based upon the feedback from other owners. I am glad I did! These guys solicit input from their customers and then take action which really sets them aside from the competition. They are very innovative and are constantly making what is already good even better. In the short period of time I have been on P3 HVAC Solutions, they have added a lot of new features and they have never charged me a dime more for them.

Larry Kapigian
Superior Air Heating & Air Conditioning
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We have been using flat rate pricing provided by HVAC Business Solutions for about 10 years now and it’s been a positive, profitable decision. The technology of being able to adjust pricing, update and customize individual pages, add new products as needed from their website are all phenomenal features. Creating flat rate pricing can be a time consuming and daunting task, but HVAC Business Solutions makes it easy. We look forward to a long lasting relationship between Bob’s Heating & HVAC Business Solutions.

Melissa Olsen
Bob's Heating & Air Conditioning

Best change we made in 40 years in business. Literally reduced hundreds of hours work inputting services tickets and invoices into a program.

EZ Air
Harvey Shell
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