Files and Folders P3 has a great way to share documents with the team via the Files and Folders functionality. From the Command Center, each company can upload files and organize them into folders. Files can be videos, PDFs or images. This is a great way to provide technicians with the latest company brochures, service […]
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Equipment Proposal Expiration Date P3 now has the ability to set an expiration date on equipment proposals. Given that costs are increasing rapidly, there is even more of a need to limit how long a proposal is valid for in order to ensure profitability on a proposed equipment replacement. This feature gives your company the
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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,
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To Do List The To Do List functionality is available for everyone at no additional cost. In fact there is no setting to turn on, just a new icon in the top tool bar. From here To Do List “Tasks” can be created for yourself, technicians or other office staff. Each company can easily create
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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
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Find that Money Have you flagged Revenue Notes for customers, but can’t remember who they were? Well, we added a new filter on the Customer Record to easily find all customers with a Revenue Note. Remember, Revenue Notes are a great way to flag revenue opportunities within your customer base. Whether it is a customer
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Customer Report Updates Customer Report Update #1 – for those companies taking advantage of the Dispatching Zone functionality, we have added the ability to filter the Customer Report by Zones. This gives you the ability to create a list of all customers in a particular zone. From here you can target your customers for marketing
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New Personalization Variables We recently added 3 new personalization variables to customize the communication when sending invoices. These variables include the first name, the last name and a variable that combines the first and last name together. These variables are to help those companies who have a customer name format of “last, first”. Now with
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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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Service Agreement Auto-Renewal Price Setting There is a subtle setting is how to price a service agreement when it is auto-renewed. P3 has a setting to either use the “Current Price” or the “Original Price”. Let’s walk through an example. Let’s say the customer paid $190 for a service agreement in 2021 and it was
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