Lesson 1: Customers and Dispatching
Welcome to Lesson 1 in Onboarding! We suggest you watch the initial videos in the Quick Start Showcase to get a good overview of the software and also to learn how to log in and navigate in the system.
This first lesson is designed to train Dispatchers, Office Managers and anyone in the office who has a pulse on customer records or scheduling.
We know it may look like a lot at first, but these steps will ensure you understand the program and can make the most of your one-on-one training sessions. If you have not scheduled an appointment with a trainer yet, please click on our schedule now or contact the help desk by email at support@p3helpdesk.com
Please click on the document below to access the Lesson 1 in PDF form. It will save the document to your computer. You can then open the document on your computer and work online or print it out to do the Activities.
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