Posts – P3 Help Desk

Tech availability
- Brian Boykin
- March 10, 2020 19:41
1 vote 0 comments
Text/email reminder enhancement
- Brian Boykin
- March 10, 2020 19:32
0 votes 0 comments
Lead Source Completed
- Brad Chittenden
- February 29, 2020 20:01
2 votes 0 comments
Integrate with CompanyCam
- Brad Chittenden
- February 29, 2020 19:49
1 vote 2 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
Better handling of customer credit on account
- G Bradley
- January 09, 2020 15:23
4 votes 0 comments
Financing Fees Adjustment - Invoice
- Erika Seiler
- December 18, 2019 23:31
4 votes 1 comment
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
Income Report By Diagnostic Fee Type
- Brian Starzec
- November 22, 2019 18:13
0 votes 0 comments
$CustomerName variable not working on Invoice Text Message Planned
- Brian Starzec
- November 08, 2019 17:18
0 votes 0 comments
Drag and drop feature on dispatch board Completed
- Brian Boykin
- November 01, 2019 18:36
12 votes 0 comments
ESM - Within Custom Proposal Provide Ability to Add a Pre-Defined Complete System
- Brian Starzec
- October 23, 2019 23:34
1 vote 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
Recurring Billing Featured Planned
- Brian Starzec
- October 23, 2019 23:21
3 votes 7 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
Setting to Auto Send the Invoice to Customer when Invoice Status is Complete & Paid
- Brian Starzec
- October 23, 2019 23:08
3 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
When an ESM Proposal is Accepted with a Service Agreement, Create the Service Agreement in the Customer Record
- Brian Starzec
- October 23, 2019 23:04
4 votes 2 comments
Ability to Set a Default Sales Tax Code Completed
- Brian Starzec
- October 23, 2019 23:01
1 vote 0 comments
Ability for each Company to Change the Legend on the Diagnostic
- Brian Starzec
- October 23, 2019 23:00
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

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