HVAC Customer Management – Do No Service P3 now has a Do Not Service (DNS) flag. Once the flag is set for a Customer, that Customer is highlighted throughout the software to alert admins, dispatchers and technicians that the customer should not be serviced. How to Set the DNS Flag for a Customer Go to […]
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HVAC Invoicing – Email Daily Recurring Billing Report Another great setting in P3 is the ability to receive a daily report summarizing all of the automatic activity related to recurring billing. Each day, P3 processes the recurring invoices first thing in the morning. These invoices include those associated with monthly service agreements and invoices that
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HVAC Dispatching – Multiple Dispatch Boards P3 has introduced a new dispatching concept called a Dispatch Board. Each company will have a default “Company Wide Dispatch Board” to which all Dispatchers will have access. All technicians will appear on this Company Wide Dispatch Board. Now, each company will have the ability to create new Dispatch
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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)
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HVAC Dispatching – Technician Skill Set A great new feature in P3 is the ability to set the Technician’s Skill Set so that it is visible when booking a service call. This feature is great for new dispatchers who are unfamiliar with their technician’s abilities. In addition, it helps with existing dispatchers by providing immediate
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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
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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
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HVAC Dispatching – Forever Note The Forever Note is an excellent communication short cut for dispatching. Often times, there is specific information that needs to be passed to the Technician for a given Customer. For example, a gate code, special circumstances or preferences. In this situation, the Forever Note should be used. When information is
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Customer and Invoice Search – Auto-Fill Results New Customer and Invoice Search functionality is found in the search tool bar at the top of the page. Here, perform a search and the software will auto-fill search results as they are typed in. Enter 3 characters into the search bar and the software will start to
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New HVAC Dispatching Display – Improved Efficiency P3 added a new HVAC dispatching display for when dispatchers create a new Service Call that will help improve efficiency and overall workflow. The display, which can be customized to each dispatcher’s liking, consists of 4 new sections. Section 1 – Customer Summary The Customer Summary consists of
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