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 …
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 …
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 …
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New App Calendar View In Version 12.0 of the software, we provided a way for the technicians to switch to a calendar view to see their calls. Now the technicians have the ability to view their appointments more closely to the way the dispatchers see the appointments for the team. In fact, with Version 12.0, …
Drag and Drop Yes, we finally have it – Drag and Drop on the Calendar. With Drag and Drop you can easily move calls around and even move calls from the Open Call list onto the main dispatch calendar. To reschedule a call, simply left-click on the call and then drag it to the new …
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 …
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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 …
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Email Personalization Variables for Tune Ups and Online Dispatching A couple weeks ago we discussed how Personalization variables can be used to send more customer-specific emails rather than generic emails. This week, we are discussing how the Personalization Variable can be used best in the Tune Up Reminder Email for those utilizing online Dispatching. Online …
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Dispatching Zones As part of our Dispatching enhancement, P3 has introduced the concept of Zones to help dispatchers improve dispatching efficiency and to eliminate unnecessary travel time for technicians. Dispatch Board – 2 Modes Once the Zones functionality is activated for your account, the Dispatch Board will have two Modes – Status Mode and Zone …
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HVAC Invoicing – Dispatch Board Short Cut This week we are concentrating on an overlooked dispatching short cut – how to move a service call from the Dispatch Board itself, without having to drill into the service call. Move Service Call Short Cut From the main Dispatch Board a Service Call can be moved to …
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