With P3 HVAC Software’s telephone integration, you’ll see every call, track every booking, and connect every dollar—so no revenue slips through the cracks.
Brian Starzec
Tuesday Tool Tip – 5 Tips for More Reviews
5 Tips for More Reviews: This week we discuss 5 tips to gain more reviews. 1) Use the P3 Review Module 2) Automate the Review Request 3) Follow up within 1 day if not received...
Tuesday Tool Tip – Techs – How to Find Account Manager Info
How to Find Account Manager Info: Techs, if you are on the app and you ever need help or have a question, your account manager's contact information is just a click away. From...
Tuesday Tool Tip – Overdue Invoice Report Updates
Overdue Invoice Report Updates: Over the weekend we made some updates to the Overdue Invoice Report. Specifically, there were 3 updates: Ability to Search by Customer Displaying...
Tuesday Tool Tip – 2 Way Text Conversation from Website
How to Initiate 2 Way Text Conversation from Website: Within P3 HVAC Software, there is a setting to place a widget on your website that allows visitors to start a 2 way text...
Tuesday Tool Tip – Remote Invoice Settings
Remote Invoice Settings: P3 recently made an update regarding Remote Invoice interactions with your customers. In past, the ability to Accept the Invoice and to Approve the Work...
Tuesday Tool Tip – Reconciliation Report
Reconciliation Report: Ever want to know at the same time, quickly and easily, the following: is the service call done, is the diagnostic complete, is the invoice created and...
Tuesday Tool Tip – Report Dashboard
Report Dashboard represents a major update to the P3 software. With the functionality each administrator (dispatcher, service manager, owner) with access to the P3 Command...
Tuesday Tool Tip – Customize Report Dashboard
How to Customize the Report Dashboard Once, activated each person at the company can customize their individual Report Dashboard. Click the "My Dashboard" icon In the upper right...
Tuesday Tool Tip – Report Dashboard Widget Attributes
Report Dashboard Widget Attributes Here are the key Report Dashboard Widget Attributes: Title - there is a default title, but each can be customized Settings - this is where you...
Tuesday Tool Tip – Customize Report Widget
Customize Report Widget How to customize Report Widget is very straightforward and easy. Please see the video for a brief discussion and example of customizing a Report Widget....
Tuesday Tool Tip – Setting to More Easily See Customer Notes on Invoice
New Settings to More Easily See Customer Notes on Invoice: We created two new settings to more quickly and easily get to the Customer Notes on an Invoice, without having to drill...