HVAC Dispatching

Text Notification Setting

Tuesday Tool Tip – Schedule Change Text Notification Setting

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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Do Not Display Cancelled Calls

Tuesday Tool Tip – Remove Cancelled Calls from Calendar

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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Tuesday Tool Tip – New Lead Source Setting when Creating a Service Call

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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Calendar - With Personalization Variable Link

Tuesday Tool Tip – Email Personalization Variables for Tune Ups

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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Zone Mode Display

Tuesday Tool Tip – P3 HVAC Software – Dispatching Zones

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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