HVAC Dispatching

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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Info Icon to View Appointment Details

Tuesday Tool Tip – P3 HVAC Software – Dispatch Board Display Setting

HVAC Invoicing – Dispatch Board Display Setting When you are viewing the Dispatch Calendar, there are two different ways to view appointment details. Dispatch Board – Rollover Effect The first way is to tell the software that when the mouse moves into the time slot on the calendar, to automatically display the details. In this …

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Tuesday Tool Tip – P3 HVAC Software – Dispatch Boards

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 Setting - Daily Service Call Report

Tuesday Tool Tip – P3 HVAC Software – Daily Service Call Report

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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