There is a new setting in P3 that when activated, will email each morning a report with the service call details for the upcoming day.   The report is a simple excel spreadsheet that contains all of the service call details (arrival window, tech assigned, call type, description, etc) along with all of the customer details (name, address, phone, email, etc).

This report is a great way to have your calls outside of the system as backup or as a quick easy way to start your day without having to login to P3 to see the schedule for the day.

Once the setting is activated, there are 2 questions.  The first one is to determine how many day's worth of calls is to be included in the report.  The setting allows up to 7 days worth of calls.

For example, if you choose 2 days worth of calls and the report is sent on Monday, the report will contain Monday's and Tuesday's calls.

The second question is who is to receive the email.  This field is required, but it can be sent to multiple people - just place a comma in between each email address. 

For example, "person1@company.com, person2@company.com".

Setting is Found Under the Email/SMS General Settings

Click "Yes" to Activate the Daily Service Call Report

Select the Number of Days to be Included in the Report and Who Should Receive It