Drag and Drop Yes, we finally have it - Drag and Drop on the Calendar. With Drag and Drop you can easily move calls around and even move calls from the Open Call list onto the...
Brian Starzec
Tuesday Tool Tip – To Do List
To Do List The To Do List functionality is available for everyone at no additional cost. In fact there is no setting to turn on, just a new icon in the top tool bar. From here To...
How to Create Quick and Easy HVAC Timesheets
The best HVAC companies have great systems to support their services. If you’ve been in this business for any amount of time, you know how challenging it can be to keep track of...
Tuesday Tool Tip – Email Invoice from Invoice Report
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),...
Tuesday Tool Tip – Service Agreement Renewal
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...
Tuesday Tool Tip – 2 Way Text
As part of our Dispatching enhancements, P3 has introduced 2-Way Text to allow companies to send and receive text messages from the Command Center to both Customers and...
Tuesday Tool Tip – Create Invoice After Service Call Creation
Create Invoice Dispatching Setting Several companies like to create the invoice in the office and send it to the technician for completion. In this article, we discuss a dispatch...
Tuesday Tool Tip – New Tool Bar Short Cut – Repair Task
New Tool Bar Short Cut - Repair Task P3 recently added a new tool bar short cut to have one-click access to your company's Repair Tasks. As you are preparing for the new year,...
Tuesday Tool Tip – 2 Way Text Report
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...
Tuesday Tool Tip – HVAC Service Agreement Survey
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...
5 Best HVAC Customer Management Tips
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...
Tuesday Tool Tip – P3 HVAC Software – Dispatch Board Display Setting
HVAC Invoicing - Dispatch Board Display Setting When you are viewing the Dispatch Calendar, there are two different ways to view appointment details. Dispatch Board - Rollover...