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
Report Dashboard Widget Attributes Here are the key Report Dashboard Widget Attributes: Title – there is a default title, but each can be customized Settings
How to Customize the Report Dashboard Once, activated each person at the company can customize their individual Report Dashboard. Click the “My Dashboard” icon In
Report Dashboard represents a major update to the P3 software. With the functionality each administrator (dispatcher, service manager, owner) with access to the P3 Command
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
Reconciliation Report: Ever want to know at the same time, quickly and easily, the following: is the service call done, is the diagnostic complete, is
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
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
