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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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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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 – 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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HVAC Dispatching – Technician Skill Set A great new feature in P3 is the ability to set the Technician’s Skill Set so that it is visible when booking a service call. This feature is great for new dispatchers who are unfamiliar with their technician’s abilities. In addition, it helps with existing dispatchers by providing immediate
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HVAC Dispatching – Important Note The Important Note is the third type of Note that is excellent for dispatching. Often times, there is important information that the dispatcher needs to see so they can decide if that information is should be passed along to the Technician. For example, messages that are important during tune ups
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HVAC Dispatching – Revenue Note The Revenue Note is another excellent tool for dispatching. Often times, there are specific recommendations made by a technician or comments made by the customer that represent a need for a product or service. Since these are revenue opportunities, we created a way to flag these notes separately so they
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HVAC Dispatching – Forever Note The Forever Note is an excellent communication short cut for dispatching. Often times, there is specific information that needs to be passed to the Technician for a given Customer. For example, a gate code, special circumstances or preferences. In this situation, the Forever Note should be used. When information is
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