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• Weekly Bugs Fixes & Maintenance Items
  Article last updated: 9/25/2024   - changes from the previous update are in red. In between numbered versions of the software, we are constantly making updates - whether it is to fix a bug, enh...

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• Weekly Bugs Fixes & Maintenance Items - Archive
  Past Updates Monday July 29th Bugs Fixed Fixed Zendesk Integration - specifically ability to respond to the ticket from within P3 Equipment Report - Labor Warranty Field is now search...

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• Version 18.0 Overview
  Version 18.0 marks the first version of the Telephone Integration functionality.  With 18.0 we officially launch the Beta Group for early access and testing. We have created an entirely new Help De...

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• Version 17.1 Overview
  Bugs Fixed Accepted ESM Proposal Invoice - Sales Tax should not be rounded for newly added items Random issue - completed calls not showing on the app Apply now button appearing on invoice when th...

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• Email Communication Update
  With Version 17.0 all prior Email Communications links have been converted to Templates.  This way the communications can text advantage of the Rich Text features with the Templates. The content of...

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• Software Survey - Phase 1 Enhancements
  Thank you to those that participated in the Software Survey at the end of 2023.  We have compiled the results and have put together a plan. We want to get a handful of Enhancements to everyone befo...

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• Version 17.0 Overview
  Version 17.0 is focused on automating and streamlining day-to-day activities.  Whether it be sending a weekly email to Customer with an Overdue Invoice or sending a promotion to Customers that have...

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• Version 16.4 Overview
  We made a significant update to the software that impacted not just the Command Center, but also the Apps.  The goal was to improve our communication to all people using the software and to give ea...

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• Summary of Home Page Layout Changes
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• System Announcements Overview
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• How to Initiate a 2 Way Text Conversation from your Website
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• Software Utilization Overview
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• How to Change the Default Home Page
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• Version 16.0 - Overview
  Version 16.0 represents a major update to the P3 software.   In this Version we have provided 2 key features - Reviews and Email Ability on Reports. Definitions Review - the feedback provided by yo...

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• Review Module Overview
  This video provides a great overview to the functionality.  This is a PowerPoint presentation that covers all the new concepts and discusses how the module is structured.  This video is perfect if ...

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• Review Process - From Request to Completion
  This video provides a great overview to what both the customer and P3 user will experience during the review process.   We start with requesting a review from within the Command Center.  Then, we w...

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• Review Template & Review Request Link Setup
  In this video we cover how to customize the Review Template and the Review Request Link. In the Review Template you can embed personalization variables to add specific information about the service...

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• Review Capture Form
  In this video we cover how to customize the Review Capture Form.  This is the actual form upon which the customer will complete the review - provide the star rating and optional comments. On the Re...

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• Internal Reviews Report
  In this video we take a look at the Internal Reviews Report.  This is the primary report for the Report Module.  It contains the all of the details about Review Requests and completed Reviews. Vid...

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• Review Dashboard Reports
  In this video we take a look at the new Dashboard Reports that are available with the Review Module.  There are four: Rating Summary Review Completion % Top 5 Techs Top 5 Dispatchers Video No...

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• Review Pricing
  Pricing Options P3 will have 2 services for the Review Module: Review Automation & Management - $50/month Reputation Management - $50/month Reputation Management is considered an add-on to the co...

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• Templates & Reports
  In this video we discuss how to use the Templates functionality with the core Reports within P3.  Now, on those reports, on the Action popup, the option to "Send an Email" is available.  To send an...

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• 15.1 Overview
  In addition to bug fixes on the phone and tablet app, Version 15.1 of the software provides new dispatching functionality, specifically: Crew Scheduling Recurring Service Calls Automated Invoice G...

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• Assign Service Call to Crew
  Scheduling a Service Call to a Crew is exactly the same process as scheduling a Service Call to an individual Technician.   You can add a call directly from the Dispatch Board, drag and drop from t...

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• Create a Recurring Service Call
  Creating a Recurring Service Call is the same as creating a Recurring Generic Call.  As the call is being created, there will be a blue button to indicate the call is recurring. From here, you have...

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• Report Dashboard Overview
  Report Dashboard represents a major update to the P3 software.   With the functionality each administrator (dispatcher, service manager, owner) with access to the P3 Command Center, can create a cu...

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• Report Widget Attributes
  Here are the attributes of each Report Widget: Title - there is a default title, but each can be customized Settings - this is where you can change the default title name Views - some widgets have...

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• Customize Report Dashboard
  Each admin user - a person with access to the Command Center - can have their own Report Dashboard.  Remember, this feature is permission based, so the Super Admin must first give the admin access ...

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• Customize Report Widget
  Customizing the Report Widget is very straightforward and easy.   Please see the video for a brief discussion and example of customizing a Report Widget. Please note, once a Report Widget has been ...

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• Version 13.0 Overview
  Version 13.0 represents a major update to the P3 software. Below is a summary of the main features added in the release. We have provided Help Text and Videos for all of the features, so please fee...

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• Version 13.0 Video Library
  Here are links to all of Version 13.0 Videos.   Tags While the videos below were done with a Customer Record, the same concept applies to Invoices, Service Calls and Equipment. Overview - How to ...

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• Version 12.0 Overview
  Version 12.0 is a major update to the software.  In addition, to regular bug fixes, there are 3 new features: Drag and Drop To Do List New App Schedule/Calendar We will be posting links to articl...

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• Telephone Integration Discussion
  Below are the initial requirements and features for the upcoming Telephone Integration.  If you have any questions, concerns or suggestions, please add them to the comments section below.   Backgro...

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• 2 Way Text Overview
  As part of our Dispatching enhancements, P3 has introduced 2-Way Text to allow companies to send and receive text messages from the Command Center to both Customers and Technicians.   2 Way Text Be...

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• Zones Overview
  As part of our Dispatching enhancement, P3 has introduced the concepts of Zones to help dispatchers improve dispatching efficiency and to eliminate unnecessary travel time for the technicians. Disp...

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• Create and Edit Zones
  Video     Notes Remember, when a new zone is created or an existing zone is updated, the software will assign the customers to that zone overnight.  It is not done immediately. You can create un...

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• New Create Service Call Display Overview
  Please note that we went live with one known issue. When you customize the information boxes that are displayed in the customer summary section, the order does not always match the order selected.

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• Version 11.0 Summary
  Version 11 is a major update to the software that is currently targeted for the late fall of 2020.  The functionality includes a combination of new functionality, updates and bug fixes. New Functio...

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• Version 10.4 Overview
  The next software update will be 10.4 and it will include the following new features, updates and bug fixes: New Functionality Ability to offer Repair Financing on Invoices Contactless Invoicing -...

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• Repair Financing
  Starting with 10.4, dealers can present Customer with financing options on everyday repairs. The video shows how it will display to the Customer as well as how to setup this feature. As a default, ...

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• Contactless Invoicing
  With Contactless Invoicing customers can approve invoices from their phone, tablet or computer. In addition, Customers can also approve when work has been completed. This complements our establishe...

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• Dashboard Report - Technician Leaderboard Drill Down Report
  Starting with 10.4, we have provided the ability to see how the totals and KPIs in the Technician Leaderboard are calculated. By drilling down into the report, managers can better understand the pe...

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• Version 10.0 Overview
  Version 10.0 is a major update to the P3 software.  In addition, to minor enhancements and bug fixes, there are several major new features.  The new features include: Recurring Billing Online Cust...

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• Read First
  Welcome to the P3 Telephone Integration Module. In this article we are going to cover some key concepts, terminology and what to expect with the module. Background There are two main reasons this m...

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• Call Summary Dashboard
  This is the only screen in the software where calls can be answered. This is the equivalent of your physical telephone. If the Call Summary Dashboard screen is not open, then it is the same as leav...

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• General Settings - Incoming Calls - General Display - Overview
  This section is controls the display of the Call Box and which controls will be available to the person answering the phone. Here are the current settings in this section: Incoming Call Display Di...

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• General Settings - Incoming Calls - Caller Color Coding - Overview
  There are currently 8 different ways that the color of the Call Box can change based on the characteristics of the caller.  Active Service Agreement Customer Customer without Service Agreement Unk...

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• General Settings - Incoming Call Actions Overview
  This section is controls various actions both before, during and after the phone call. Here are the current settings in this section: Play Message before Phone Rings? Automatically Send SMS Messag...

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• General Settings - Unanswered Calls Overview
  This section is for BOTH Unanswered Calls During Business Hours and Unanswered Calls During After Hours.   These sections have their individual settings, but two of them have the same properties. H...

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• Call Revenue Report
  This is a report that summarizes the Revenue and the number of calls that are coming from each phone number.  However, rather than showing the phone number, the report shows the associated Lead Sou...

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• Call Log Report
  This is a detailed report allowing for a comprehensive search on Phone Calls.   This report is accessible from the Reports option on the left hand menu. The Phone Call data can be searched by many ...

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