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New App Calendar View
Tuesday Tool Tip

Tuesday Tool Tip – New App Calendar View

New App Calendar View In Version 12.0 of the software, we provided a way for the technicians to switch to a calendar view to see

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April 12, 2022 No Comments
To Do List Tool Bar Icon
Tuesday Tool Tip

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,

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April 5, 2022 No Comments
Drag and Drop on Calendar
Tuesday Tool Tip

Tuesday Tool Tip – Drag and Drop

Drag and Drop Yes, we finally have it – Drag and Drop on the Calendar. With Drag and Drop you can easily move calls around

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March 29, 2022 No Comments
Customer Report to Find Revenue Notes
Tuesday Tool Tip

Tuesday Tool Tip – Find that Money!

Find that Money Have you flagged Revenue Notes for customers, but can’t remember who they were? Well, we added a new filter on the Customer

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March 22, 2022 No Comments
Customer Report Zone Filter
Tuesday Tool Tip

Tuesday Tool Tip – Customer Report Updates

Customer Report Updates Customer Report Update #1 – for those companies taking advantage of the Dispatching Zone functionality, we have added the ability to filter

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March 8, 2022 No Comments
Tuesday Tool Tip

Tuesday Tool Tip – New Personalization Variables

New Personalization Variables We recently added 3 new personalization variables to customize the communication when sending invoices. These variables include the first name, the last

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March 1, 2022 No Comments
HVAC software and planning
Software

HVAC Flat Rate Pricing Software 101: Choosing the Right HVAC Software

When it comes to invoicing and payments, it can be difficult for HVAC technicians to put together an accurate invoice in a timely manner. Discrepancies

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March 1, 2022 No Comments
Do Not Display Cancelled Calls
Tuesday Tool Tip

Tuesday Tool Tip – Remove Cancelled Calls from Calendar

Remove Cancelled Calls from Calendar Currently when a service call is cancelled it turns purple and remains on the calendar.  While it is good to

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February 22, 2022 No Comments
Service Agreement Setting
Tuesday Tool Tip

Tuesday Tool Tip – Service Agreement Auto-Renewal Setting

Service Agreement Auto-Renewal Price Setting There is a subtle setting is how to price a service agreement when it is auto-renewed. P3 has a setting

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February 15, 2022 No Comments
Example Service Agreement Log
Tuesday Tool Tip

Tuesday Tool Tip – Service Agreement Log

Service Agreement Log P3 recently introduced a Service Agreement Log on the Customer record. This feature is a great way to see exactly what has

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January 25, 2022 No Comments
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