NHVAC Invoicing – Diagnostic Fees In this week’s article we are discussing how to change or add new Diagnostic Fees. Diagnostic Fees are used in 2 places in the software. One, when creating a new Service Call. This is how the dispatcher can confirm with the customer the fee that should be expected for sending […]
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HVAC Software – Super Administrator Another feature that far too many companies are surprised to learn about is our “Super Admin” setting. The Super Admin setting allows a company to determine which of their administrators have the ability to set permissions for both themselves and others. This allows the company to set permissions for each
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HVAC Dispatching- Technician Driving Directions As part of its suite of dispatching solutions, P3 HVAC Software provides a way to enable driving directions for the technician. Since most technicians are already using some type of app to provide driving directions, rather than re-invite the wheel, P3 software decided to integrate with these existing apps. Therefore,
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HVAC Customer Management – Do No Service P3 now has a Do Not Service (DNS) flag. Once the flag is set for a Customer, that Customer is highlighted throughout the software to alert admins, dispatchers and technicians that the customer should not be serviced. How to Set the DNS Flag for a Customer Go to
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The lowly invoice is one of the most important documents that your HVAC company can produce. Not only is it how you get paid for the work that you do, but it’s an important piece of communicating the job to the client, as well as keeping you accountable for the parts and labor. But an
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HVAC Invoicing – Email Daily Recurring Billing Report Another great setting in P3 is the ability to receive a daily report summarizing all of the automatic activity related to recurring billing. Each day, P3 processes the recurring invoices first thing in the morning. These invoices include those associated with monthly service agreements and invoices that
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