Customer Loyalty Report P3 provides a Customer Loyalty Report to see how long customers have been on your Service Agreement program. The report can be found from the main Reports...
Brian Starzec
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...
Tuesday Tool Tip – Completed Recurring Billing Report New Filter
Completed Recurring Billing Report New Filter On the Completed Recurring Billing Report, we have added an Invoice Status Filter to more easily find invoices that did not process...
Tuesday Tool Tip – Accept Invoice Button Setting
Accept Invoice Button Setting: Ever send out an "Estimate", but notice the email says "Accept Invoice." P3 has an Invoice Setting that allows companies to control this display....
Tuesday Tool Tip – Boost Sales this Summer by Targeting Old Equipment
Find Old Equipment to Boost Sales: The Report Dashboard has a simple and easy way to find customers that have old equipment. One of the 30 plus reports in Report Dashboard is the...
Tuesday Tool Tip – Job Cost Report
Job Cost Report: We made a recent addition to the Job Cost Report. Now the Job Cost Report displays the Invoice Status on the main report. This allows everyone to easily see this...
Tuesday Tool Tip – Part Numbers
Part Numbers P3 has two fields on the Part record to capture Part Numbers. The first field is the Manufacturer Part Number. The second field is the Wholesale Part Number. Both of...
Tuesday Tool Tip – Technician Pin Color
Technician Pin Color Want to change the pin colors of the Technicians? Well, now you can. From the Settings menu, go the Technician List. Click to edit the desired technician and...
Tuesday Tool Tip – Tags
Tags Tags provide a way for each company to label information. Whether it is keeping track of which unpaid Invoices have been sent to collections or which new installation jobs...
Tuesday Tool Tip – Open Call List Tags
Open Call List Tags One subtle place Tags are used in the software are in the Open Call list. When you go to the main Dispatch Board, you have two options: Search the Open Call...
Tuesday Tool Tip – Saved Search
Saved Search Saved Search is one of the highlights of the 13.0 release. With Saved Searches, you can conduct a search, including Tags, and then save the search criteria. This is...