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,
April 5, 2022
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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
March 29, 2022
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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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