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...
Brian Starzec
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...
Tuesday Tool Tip – Customer List Setting
Customer List Setting - Amount Owed vs Balance: There is a new Customer List Setting that allows each company to determine which value appears. Now, companies can either display...
Tuesday Tool Tip – Calendar Auto Sync
Calendar Auto Sync Setting: With Version 15.5 of the App, we released a Calendar Auto Sync setting. With this setting activated, the technician's calendar on the app will...
Tuesday Tool Tip – Reviews
Review Module: With Version 16.0 of the software, P3 has released its Reviews Module. Companies now have multiple ways to request reviews within the software in addition to the...
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 – Customer In Active Details
Customer In Active Details Ever have a situation where you come across a customer, they are marked In Active, but you don't know how that happened? Well, on the P3 Customer...
Tuesday Tool Tip – Reports Zone Filter
Reports Zone Filter A Zone Filter has been added to several Reports in P3. The filter was added to the Customer List page, the Invoice Report and Service Call Report. Zones are a...