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
March 22, 2022
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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
March 8, 2022
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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
March 1, 2022
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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
March 1, 2022
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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
February 22, 2022
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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
February 15, 2022
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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
January 25, 2022
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Tuesday Tool Tip
Tuesday Tool Tip – New Invoice Setting
New Invoice Setting P3 released a new Invoice Setting allowing companies the ability to control the grey, “Add Parts” button. The setting is on the
January 18, 2022
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HVAC Business Development
5 Best HVAC Customer Management Tips
Customer service is the lifeblood of every service based business. Your customers expect your technicians to be friendly, professional, and efficient. Managing all of your
January 15, 2022
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Tuesday Tool Tip
Tuesday Tool Tip – HVAC Service Agreement Survey
HVAC Service Agreement Survey This week we are posting a link to a HVAC Service Agreement Survey that we are conducting. We want to track
January 11, 2022
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