Tuesday Tool Tip – Files and Folders
Files and Folders P3 has a great way to share documents with the team via the Files and Folders functionality. From the Command Center, each
Files and Folders P3 has a great way to share documents with the team via the Files and Folders functionality. From the Command Center, each
Equipment Proposal Expiration Date P3 now has the ability to set an expiration date on equipment proposals. Given that costs are increasing rapidly, there is
New App Calendar View In Version 12.0 of the software, we provided a way for the technicians to switch to a calendar view to see
To Do List The To Do List functionality is available for everyone at no additional cost. In fact there is no setting to turn on,
Drag and Drop Yes, we finally have it – Drag and Drop on the Calendar. With Drag and Drop you can easily move calls around
Find that Money Have you flagged Revenue Notes for customers, but can’t remember who they were? Well, we added a new filter on the Customer
Customer Report Updates Customer Report Update #1 – for those companies taking advantage of the Dispatching Zone functionality, we have added the ability to filter
New Personalization Variables We recently added 3 new personalization variables to customize the communication when sending invoices. These variables include the first name, the last
When it comes to invoicing and payments, it can be difficult for HVAC technicians to put together an accurate invoice in a timely manner. Discrepancies
Remove Cancelled Calls from Calendar Currently when a service call is cancelled it turns purple and remains on the calendar. While it is good to