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Job Cost Report - Invoice Status
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

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May 22, 2023 No Comments
Reconciled Status
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

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May 16, 2023 No Comments
Accept Estimate Button
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

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May 9, 2023 No Comments
Completed Recurring Invoice Report
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

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May 2, 2023 No Comments
Zone Filter - Customer List
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

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April 25, 2023 No Comments
In Active Details
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

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April 18, 2023 No Comments
Report Location
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

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April 11, 2023 No Comments
HVAC Proposal List View
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

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April 4, 2023 No Comments
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

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March 28, 2023 No Comments
Example Part Numbers
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

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October 18, 2022 No Comments
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