Service Agreement Renewal P3 has the ability to renew a service agreement that is tied to multiple systems at the same time. Service Agreement Background When a Service Agreement for a Customer with multiple systems is sold, the software adds multiple rows to the Service Agreement table – one for each system. While it only …
HVAC diagnostic checklists are vital to keep the system working efficiently and to avoid unnecessary maintenance. When these routine checks are performed by a professional, many different factors will be considered. The thermostat function, AC refrigerants, drain blockages, and examining the heat exchanger are just some of the important steps that take place in an …
Email Invoice from Invoice Report We recently added the ability to email an invoice from the primary Invoice Report. Go to the Invoice Report. Search for your desired Invoice(s), for example, find all invoices that are Complete and Not Paid. Now, in addition to getting a list of the outstanding invoices, you can email the …
Tuesday Tool Tip – Email Invoice from Invoice Report Read More »
In an effort to provide even more administrative control, P3 now has the ability to set the Report permissions on a per user basis. Permissions Background “Super Admin” users in the P3 Command Center have the ability to set permissions for other, regular, admin users – dispatchers, managers, etc. This is where you determine if …
New Lead Source Setting when Creating a Service Call This week we discuss a new Dispatch Setting that allows a company to set a default Lead Source when creating new Service Calls. Service Call Lead Source Background We are all aware that when we create a new Service Call there are several fields that are …
Tuesday Tool Tip – New Lead Source Setting when Creating a Service Call Read More »
It’s often a truism of business that managing growth and projects, not the actual work to be done, is the hardest part. After all, with enough expertise, the work takes care of itself. But if you’re swamped under various clients and projects, you may not be able to dispatch an expert to your next client …
