Easily Track Your Customer Call History. 

Keeping track of customer calls on your Open Call List just got easier with P3! You can now set a Next Follow-Up Date and enter Call Notes, making it simple to manage service agreement customers who haven’t scheduled their tune-ups yet.

We know reaching customers can be challenging—they’ve already paid for a tune-up, and it’s your job to ensure they receive the service. More importantly, each interaction keeps your company top of mind. With the Next Attempt & Last Note fields, you can quickly see when you last reached out and plan your next call strategically.

Here, there is no setting to activate.  Simply go to the Open Call List beneath the Dispatch Calendar and the table will have 2 new columns

• Next Attempt
• Last Note

To add a Next Attempt Date, simply hover the mouse in the blank space.  A calendar control will automatically appear.  Select the date and viola, you have set the date in one click.

For the note, click the 3 dot menu and select "Add Note".  When you add a note, the software will automatically add the date to the display so you can see when you last left the note. 

You can add multiple notes for a single open service call.  To view your note history, click the information icon.