New Customer Data
November 23, 2016
| You may have noticed a change in P3 earlier this week. You still enter customer data the same way you always have, but now when you select Enter – New Account or Enter – Safety Inspection/Gas Check that section will appear as its own screen and you will need to click the Enter button to save that information. |
|
| This change took place to allow you to enter new account information into the database without entering any inspections or documentation. This functionality is particularly helpful for those that are using P3?s mobile application. This allows account information to be entered into the database before a technician goes out in the field. Once they arrive at the account they will have access to all of the customer location information and will only need to enter inspection data. |
|