Tuesday Tool Tip – P3 HVAC Software – Important Note

P3 HVAC Software - Important Note

HVAC Dispatching – Important Note

The Important Note is the third type of Note that is excellent for dispatching.

Often times, there is important information that the dispatcher needs to see so they can decide if that information is should be passed along to the Technician.

For example, messages that are important during tune ups but not relevant for an on-demand-service call.

How to Make a Note “Important”

From the Customer Record in the Command Center, go to the Notes table. Here, next to each note, you will see a flag icon.

Simply click the icon and the flag will turn red. At this point, it is flagged as Important.

Now, when a new service call is created for this customer, these flagged notes will appear in the Notes section.

At this point if the Note needs to be sent to the Technician, simply click the Copy icon and it will be pasted into the Technician Notes section.

When it is no longer considered important, then return to the Customer Record and click the flag icon again. This will deactivate the flag.

Located on Customer Record -> Customer Notes

How to Set the Note

 


When Red, the Note is now a “Important Note”

When the Red Flag is Visible, the Note is now Important

 


Displayed in the Notes Section when Creating a New Service Call

Note Displays in New Service Call


Click to Copy to Technician Notes
Click the Copy Button to Paste the Note into the Technician Notes Field

 

 


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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