November 2019

• 9.0.9 Update - mostly bug fixes and functionality to complement the below new features:
• On the Fly Repair creation on the invoice
• Reconciliation Report
• Invoice - Ability to print the invoice to display in a standard #10 security envelope where both the company's return address is displayed in addition to the customer's billing address.
• Ability to customize the message before an invoice is sent
• Ability to modify the entire content of the appointment confirmation email
• Ability to customize the day before appointment reminder
• Ability to send a copy of the invoice to the company via text, in addition to email
• Ability to change the diagnostic report from the web - status, notes, pictures, etc
• Ability to send the P3 Invoice as PDF to a customer
• Report - Repair Tasks - visibility to which repairs are actually being sold/added to the invoice
• Report - Invoice Declined - visibility to which repairs are being declined on invoices

December 2019

• Recurring Billing
• Non Service Calls and Recurring Appointments

Q1 & Q2 2020

• Online Customer Scheduling - the ability to allow your customers to schedule their own appointments online directly, day or night.  There will be many controls put in the place but the goal is to improve customer satisfaction by allowing them to control their schedule without having to talk to your office.
• Client Feature Requests - Please view the Feature Requests and either vote for features or post your own ideas.  Features getting 25 votes or more will be strongly considered by the team.
• Outbound Marketing Capability - ability to send professional crafted emails to your customer base via MailChimp.  This will include event based emails, examples include:
  
  • Sending an email to a customer that hasn't had any service calls in a specific time period
  • Sending an email to a customer that recently completed service
• Referral Functionality - ability to request referrals from you customer base.  The customer will provide email addresses of their friends and family and the software will automate the follow up.  The module will include the ability to provide a financial incentive to both the customer and the referral
• Review Functionality - after unsuccessfully integration attempts with multiple vendors, we have decide to build our own Review Functionality.  Review requests can be sent via the Command Center or setup to automatically be sent upon the completion of a service call.  The Customer will receive a text or email request for the review.  If they give a positive review, then they will directed to either Google or Facebook to post the review.  All reviews will be kept internally so your company can report on technician performance and customer satisfaction.