HVAC Dispatching – Revenue Note
The Revenue Note is another excellent tool for dispatching.
Often times, there are specific recommendations made by a technician or comments made by the customer that represent a need for a product or service.
Since these are revenue opportunities, we created a way to flag these notes separately so they standout.
How to Create a Revenue Note
From the Customer Record in the Command Center, go to the Notes table. Here, next to each note, you will see a dollar sign icon.
Simply click the icon and the dollar sign will turn green. At this point, the note is flagged as a Revenue Note.
Now, when a new service call is created for this customer, the Note will appear in the Recommendations section.
When the Note is no longer considered a revenue opportunity – for example the customer purchased the recommended product – then return to the Customer Record and click the dollar sign icon again. This will deactivate the Revenue flag.
Located on Customer Record -> Customer Notes
When Green, the Note is now a “Revenue Note”
Revenue Notes Display in the Recommendations Section when Creating a New Service Call
About P3 HVAC Software
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