Posts – P3 Help Desk

ESM - Rebates/Coupons Completed
- Brian Boykin
- July 25, 2023 13:21
0 votes 0 comments
ESM email Completed
- Brian Boykin
- September 14, 2022 13:05
0 votes 1 comment
Contact options Service Location Completed
- Brian Boykin
- October 27, 2021 20:36
0 votes 0 comments
Repair Price Calculator for Technician Completed
- Stewart Walters
- March 26, 2021 19:12
0 votes 0 comments
Invoice Sent Notification Completed
- Brian Boykin
- November 17, 2020 21:03
1 vote 0 comments
Dispatching Completed
- Irene Ortiz / Tanesha
- October 12, 2020 15:17
1 vote 0 comments
Preventative Maintenance Agreements Completed
- Irene Ortiz / Tanesha
- July 20, 2020 14:57
0 votes 0 comments
Job costs Completed
- Tim Coronado
- March 22, 2020 20:13
0 votes 0 comments
Lead Source Completed
- Brad Chittenden
- February 29, 2020 20:01
2 votes 0 comments
Remove checkbox to agree with terms at sign-in Completed
- Brad Chittenden
- February 29, 2020 19:45
4 votes 0 comments
Permalink Support for Reports Completed
- Mike Roberson
- February 25, 2020 21:31
1 vote 0 comments
Automated Customer Notes for Upcoming Appointment Completed
- Mike Roberson
- February 25, 2020 21:21
5 votes 0 comments
Ability to export Email/Text Reports to Excel Completed
- Kelly Lemke
- February 05, 2020 20:45
1 vote 0 comments
Ability to Track which Finance Program was Used by a Customer when Financing Equipment Completed
- Brian Starzec
- November 25, 2019 18:18
1 vote 0 comments
Drag and drop feature on dispatch board Completed
- Brian Boykin
- November 01, 2019 18:36
12 votes 0 comments
Ability to Modify Entire Appointment Confirmation Email Completed
- Brian Starzec
- October 23, 2019 23:31
2 votes 0 comments
On-the-Fly Repair Creation on Invoices Featured Completed
- Brian Starzec
- October 23, 2019 23:27
1 vote 1 comment
Ability to Make the Leadsource Field Required Completed
- Brian Starzec
- October 23, 2019 23:23
0 votes 0 comments
Make Assigning Multiple Techs Easier Completed
- Brian Starzec
- October 23, 2019 23:11
9 votes 0 comments
Customer Report - View by Activity or No Activity in a Specific Time Period Completed
- Brian Starzec
- October 23, 2019 23:09
2 votes 0 comments
Ability to Text Customers their Tune Up Reminder, as opposed to Email Only Completed
- Brian Starzec
- October 23, 2019 23:07
2 votes 1 comment
Put the Process of Adding a Repair to an Invoice into Steps, like with the Service Agreement Completed
- Brian Starzec
- October 23, 2019 23:05
0 votes 0 comments
Ability to Set a Default Sales Tax Code Completed
- Brian Starzec
- October 23, 2019 23:01
1 vote 0 comments
Ability to Change the Title of the Invoice on the Web Completed
- Brian Starzec
- October 23, 2019 22:59
1 vote 0 comments
Ability for the Company to Reset their ESM Proposal Counter Completed
- Brian Starzec
- October 23, 2019 22:56
0 votes 0 comments
Ability to Delete you their own ESM Templates Completed
- Brian Starzec
- October 23, 2019 22:55
2 votes 0 comments
ESM - Ability to switch from Cash to Financing on an individual proposal Completed
- Brian Starzec
- October 23, 2019 22:48
3 votes 0 comments
Provide Tech with Driving Instructions Completed
- Brian Starzec
- October 23, 2019 22:46
5 votes 0 comments
Ability to edit a diagnostic from the Command Center Completed
- Brian Starzec
- October 22, 2019 17:18
0 votes 0 comments
Using the clock icon to move a service call, closes down the service call Completed
- Brian Starzec
- October 22, 2019 17:16
0 votes 0 comments

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