Service Agreement Log P3 recently introduced a Service Agreement Log on the Customer record. This feature is a great way to see exactly what has happened with the service agreement every step of the way. Starting with its sale, the software will record if it came from an invoice or from the customer record table. […]
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New Invoice Setting P3 released a new Invoice Setting allowing companies the ability to control the grey, “Add Parts” button. The setting is on the Invoice General Settings page. When the display is turned off, then the grey, “Add Parts” button will no longer be displayed in the Command Center or on the app. This
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Customer service is the lifeblood of every service based business. Your customers expect your technicians to be friendly, professional, and efficient. Managing all of your technicians, service calls, and customers with outdated software is impossible. In this guide, we’re covering HVAC customer management tips to help you better serve your customers which will result in
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HVAC Service Agreement Survey This week we are posting a link to a HVAC Service Agreement Survey that we are conducting. We want to track trends across the industry and across the country. We will run the survey through the end of February and then publish the results in March. We will discuss the results
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2 Way Text Report The 2 Way Text Report is a great way to view all conversations at one time in a single place. The report includes all text communications with both customers and technicians. Specifically, the report will include the date and time of the text message, in addition to the person that sent
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