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 »
HVAC Dispatching Setting – Double Booking Prevention This week we want to continue a discussion that was started on our private P3 HVAC Software Facebook group about our Dispatching Setting for double booking prevention. Have you ever seen this grey window appear on your calendar? Why Does this Happen? There are two situations where this …
Feature Friday – HVAC Dispatching Setting – Double Booking Prevention Read More »
