Tuesday Tool Tip
Tuesday Tool Tip – Job Cost Report
Job Cost Report: We made a very subtle, but important addition to the Job Cost Report. Now the Report displays the Invoice Status on the
May 22, 2023
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Tuesday Tool Tip
Tuesday Tool Tip – Reconciliation Report
Reconciliation Report: The Reconciliation Report is a great way to see the status of all aspects of a service call in one place. Ever want
May 16, 2023
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Tuesday Tool Tip
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
May 9, 2023
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Tuesday Tool Tip
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
May 2, 2023
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Tuesday Tool Tip
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
April 25, 2023
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Tuesday Tool Tip
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
April 18, 2023
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Tuesday Tool Tip
Tuesday Tool Tip – Customer Loyalty Report
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
April 11, 2023
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Tuesday Tool Tip
Tuesday Tool Tip – New Proposal Display
New Proposal Display Over the weekend, P3 HVAC Software released a new Proposal Display option for Equipment Proposals. With the setting, the Proposal Comparison view
April 4, 2023
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Tuesday Tool Tip
Tuesday Tool Tip – Phone App
Phone App P3 has launched a new version of the App, named the Phone App, specifically for iPhone and Android phones. This App will have
March 28, 2023
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Tuesday Tool Tip
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
October 18, 2022
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