Calendar Auto Sync Setting: With Version 15.5 of the App, we released a Calendar Auto Sync setting. With this setting activated, the technician’s calendar on the app will automatically pull down new appointments in the background. The technician could be in another part of the app or not on his device at all, and the […]
Tuesday Tool Tip – Calendar Auto Sync Read More »
Dynamic Arrival Windows Dynamic Arrival Windows is another new concept in Version 13.0. This is a Setting that must be activated, but when activated, the software automatically sets the Arrival Windows based on the start time of the appointment. For example, if you provide a 2 hour arrival window and an appointment is moved to
Tuesday Tool Tip – Dynamic Arrival Windows Read More »
Time Blocks Reserving Time Blocks on the Dispatch Calendar is a new concept in Version 13.0. This is a Setting that must be activated, but when activated, the software will provide a way to reserve or hold an appointment time on the calendar, without having to enter the details. This was designed for those peak
Tuesday Tool Tip – Time Blocks Read More »
Technician Pin Color Want to change the pin colors of the Technicians? Well, now you can. From the Settings menu, go the Technician List. Click to edit the desired technician and on the page you will see a new field for Pin Color. From here, you can select from among 25 colors. The pin color
Tuesday Tool Tip – Technician Pin Color Read More »
To Do List Setting Tired of seeing a large To Do List number? Well, P3 has a new To Do List Setting where you can change the meaning of the number displayed. Currently, the number in the To Do List represents the number of Overdue Tasks. Now, with the new setting, you can change it
Tuesday Tool Tip – To Do List Setting Read More »
Schedule Change Text Notification Setting P3 just released a new setting to reduce the number of technician schedule change text notifications if you feel they are getting too many text alerts. The new setting provides additional options to the automatic, immediate text notification upon any change to the current calendar. Now we provide a manual
Tuesday Tool Tip – Schedule Change Text Notification Setting Read More »
Remove Cancelled Calls from Calendar Currently when a service call is cancelled it turns purple and remains on the calendar. While it is good to know that a call was previously booked but then subsequently cancelled, it is also frustrating that it remains on the calendar, preventing another service call from being scheduled in that
Tuesday Tool Tip – Remove Cancelled Calls from Calendar Read More »
Create Invoice Dispatching Setting Several companies like to create the invoice in the office and send it to the technician for completion. In this article, we discuss a dispatch setting that provides a prompt to the dispatcher to create a new invoice after a new service call is created. The setting to turn on the
Tuesday Tool Tip – Create Invoice After Service Call Creation Read More »
New Lead Source Setting when Creating a Service Call This week we discuss a new Dispatch Setting that allows a company to set a default Lead Source when creating new Service Calls. Service Call Lead Source Background We are all aware that when we create a new Service Call there are several fields that are
Tuesday Tool Tip – New Lead Source Setting when Creating a Service Call Read More »
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
Tuesday Tool Tip – P3 HVAC Software – New HVAC Dispatching Display Read More »
