REPORTING OVERVIEW

Stay In Control Of Your Business with Real-Time Information

Overview

Reports are how owners manage their business. They offer critical information that allows owners to make data-driven, object decisions as opposed to relying on a gut-feel.

P3 Reports are designed for HVAC owners. Our reports allow owners to understand how the business is performing – which areas are doing well and which areas need attention.

P3 has 16 core reports which can all be configured to produce countless reports to provide the information that is most important to you.

Whether you want a quick snapshot of the day, manage outstanding service agreement tune ups owed, know all customers that owe you money or know what is planned for the week, P3 has it and keeps you in control.

P3 reports are not static reports, but active reports that allow you to find what you need and then give you the tools to take action. Get more work done, more efficiently with P3.

Benefits & Features

  • 16 Core, Configurable Reports that include
  • Daily Dashboard
  • Business Analytics
  • Technician Utilization
  • Pipeline
  • Technician Conversion Rates
  • Invoicing
  • Service Agreements – Basic
  • Service Agreements – Advanced
  • Upcoming and Open Service Calls
  • Technician Details
  • Equipment
  • Job Costing
  • Scheduled Emails
  • Communication Logs
  • Customers
  • Time Sheets
  • QB Sync Logs