{"id":5769,"date":"2024-09-30T06:38:23","date_gmt":"2024-09-30T06:38:23","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-forever-note\/"},"modified":"2024-10-03T08:06:03","modified_gmt":"2024-10-03T08:06:03","slug":"p3-hvac-software-forever-note","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-forever-note\/","title":{"rendered":"Tuesday Tool Tip &#8211; P3 HVAC Software &#8211; Forever Note"},"content":{"rendered":"<h2>HVAC Dispatching &#8211; Forever Note<\/h2>\n<p>The Forever Note is an excellent communication short cut for dispatching.<\/p>\n<p>Often times, there is specific information that needs to be passed to the Technician for a given Customer. For example, a gate code, special circumstances or preferences.<\/p>\n<p>In this situation, the Forever Note should be used.<\/p>\n<p>When information is entered into the field, it is automatically copied into the Technician Notes section when a new Service Call is created. This saves time as there is no additional work for the dispatcher. In addition, the Technician is flagged when they receive the call so this information is highlighted and top-of-mind.<\/p>\n<h2>Where to Set the Note<\/h2>\n<p>The Forever Note is Located in the Service Location of the Customer Record. Please note that each Service Location has its own note and only the note for the Service Call&#8217;s location will be applied.<\/p>\n<p style=\"text-align: center;\"><strong>Customer Record &#8211; Service Location Section<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2753 size-full\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/ForeverNote1.jpg\" alt=\"Dispatching - Forever Note on Customer Record\" width=\"993\" height=\"321\" \/><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Add or Edit the Note<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2754 size-full\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/ForeverNote2.jpg\" alt=\"Forever Note - How to Add or Edit\" width=\"811\" height=\"947\" \/><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>How Displayed when Saved<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2755 size-large\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/ForeverNote3b-1024x336.jpg\" alt=\"Completed Note\" width=\"1024\" height=\"336\" \/><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<div style=\"text-align: center;\"><b>Forever Note Automatically Displays in Technician Note in a New Service Call<\/b><\/div>\n<div style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2756 size-large\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/ForeverNote4-1024x659.jpg\" alt=\"Forever Note Displays on New Service Call\" width=\"1024\" height=\"659\" \/><\/div>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2>About P3 HVAC Software<\/h2>\n<p>We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.\u00a0 \u00a0Please use this link to schedule a <a href=\"https:\/\/myweburls.com\/hvacbusiness\/lets-talk\/\">free demo of P3 HVAC Software<\/a>.\u00a0 Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.\u00a0 Lastly, current users of P3 HVAC Software, please be sure to join our <a href=\"https:\/\/www.facebook.com\/groups\/739653930048406\">Private Facebook Group<\/a> for great discussions with other HVAC Companies on how they are using the software for their HVAC business.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>HVAC Dispatching &#8211; Forever Note The Forever Note is an excellent communication short cut for dispatching. Often times, there is specific information that needs to be passed to the Technician for a given Customer. For example, a gate code, special circumstances or preferences. In this situation, the Forever Note should be used. When information is [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":5121,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"slim_seo":[],"footnotes":"","_links_to":"","_links_to_target":""},"categories":[329],"tags":[413,388,412,365,386,335],"class_list":["post-5769","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-forever-note","tag-hvac-business-solutions","tag-hvac-dispatching","tag-hvac-software","tag-p3-software","tag-p3-hvac-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.8 (Yoast SEO v23.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tuesday Tool Tip - P3 HVAC Software - Forever Note<\/title>\n<meta name=\"description\" content=\"Excerpt\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-forever-note\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tuesday Tool Tip - P3 HVAC Software - Forever Note\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-forever-note\/\" \/>\n<meta property=\"og:site_name\" content=\"HVAC Business Solutions\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/hvacbusinesssolutions\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-30T06:38:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T08:06:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/ForeverNote3b.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1026\" \/>\n\t<meta property=\"og:image:height\" content=\"337\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Brian Starzec\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Brian Starzec\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-forever-note\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-forever-note\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; 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