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 […]
Tuesday Tool Tip – New Lead Source Setting when Creating a Service Call Read More »
Change Invoice Title P3 has 2 general titles for the Invoice and this week discuss how to change the invoice title. Pre-Approval Title Before the work is approved by the customer, the “invoice” can be customized by each company to display a different title than “invoice”. Here, most companies use “Estimate” or “Proposal”. This title
Tuesday Tool Tip – Change Invoice Title Read More »
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
Tuesday Tool Tip – Email Personalization Variables for Tune Ups Read More »
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
Tuesday Tool Tip – P3 HVAC Software – Dispatching Zones Read More »
Email and Text Personalization Variables This week we discuss how Email and Text Communications can be tailored to the individual customer through the use of Personalization Variables. What is a Personalization Variable? Personalization Variables are how the software takes something generic and makes it specific to a particular customer. For example, rather than talking about
Tuesday Tool Tip – P3 HVAC Software – Email & Text Personalization Variables Read More »
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
Tuesday Tool Tip – P3 HVAC Software – Dispatch Board Short Cut Read More »
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
Tuesday Tool Tip – P3 HVAC Software – Dispatch Board Display Setting Read More »
NHVAC Invoicing – Diagnostic Fees In this week’s article we are discussing how to change or add new Diagnostic Fees. Diagnostic Fees are used in 2 places in the software. One, when creating a new Service Call. This is how the dispatcher can confirm with the customer the fee that should be expected for sending
Tuesday Tool Tip – P3 HVAC Software – Diagnostic Fees Read More »
HVAC Software – Super Administrator Another feature that far too many companies are surprised to learn about is our “Super Admin” setting. The Super Admin setting allows a company to determine which of their administrators have the ability to set permissions for both themselves and others. This allows the company to set permissions for each
Tuesday Tool Tip – P3 HVAC Software – Super Administrator Read More »
HVAC Dispatching- Technician Driving Directions As part of its suite of dispatching solutions, P3 HVAC Software provides a way to enable driving directions for the technician. Since most technicians are already using some type of app to provide driving directions, rather than re-invite the wheel, P3 software decided to integrate with these existing apps. Therefore,
Tuesday Tool Tip – P3 HVAC Software – Technician Driving Directions Read More »
