Month: April 2021

Feature Friday – HVAC Dispatching Setting to Automatically Sync Customer Information

HVAC Dispatching Setting to Automatically Sync Customer Information This week’s Feature Friday focuses on a HVAC Dispatching Software Setting that can greatly improve communication between the tech in the field and the dispatchers in the office. The Dispatch Setting is the ability to Sync All Customer Information when a Technician closes out their service call. …

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P3 HVAC Software - Customer Record Required Fields

Tuesday Tool Tip – P3 HVAC Software Customer Record Required Fields

Default Customer Record Required Fields In this week’s Tuesday Tool Tip we are discussing the Customer Record Required Fields. As a default, P3 requires that there is a name, one phone number, a complete address, the communication preference and the billing terms. The “name” must be either a First/Last Name combination, a Customer Name or …

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P3 HVAC Customer Settings

Feature Friday – HVAC Customer Setting to Automatically Create a System

HVAC Customer Setting to Automatically Create a System P3 HVAC Software has a customer setting that is strongly recommended in order to save time when creating a new customer record. All activity for a customer in P3 HVAC Software centers around the “System”. For background, the “System” is the combination of HVAC equipment that provides …

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HVAC Dispatch Setting - Double Booking Prevention - Time Block

Feature Friday – HVAC Dispatching Setting – Double Booking Prevention

HVAC Dispatching Setting – Double Booking Prevention This week we want to continue a discussion that was started on our private P3 HVAC Software Facebook group about our Dispatching Setting for double booking prevention. Have you ever seen this grey window appear on your calendar? Why Does this Happen? There are two situations where this …

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HVAC Service Agreement Setting

Feature Friday – HVAC Service Agreement Setting – Change Dates

HVAC Service Agreement Setting – Change Start and End Dates A subtle feature that most companies may have missed is the ability to change the start and end dates on a service agreement for a particular customer. This feature is particularly handy today where “the norm” has been completely thrown out the window and HVAC …

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