Tuesday Tool Tip – Overdue Invoice Report Updates
Overdue Invoice Report Upates: Over the weekend we made some updates to the Overdue Invoice Report. Specifically, there were 3 updates: Ability to Search by
Overdue Invoice Report Upates: Over the weekend we made some updates to the Overdue Invoice Report. Specifically, there were 3 updates: Ability to Search by
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
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
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
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
Customer List Setting – Amount Owed vs Balance: There is a new Customer List Setting that allows each company to determine which value appears. Now,
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
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
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
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