Email Invoice from Invoice Report We recently added the ability to email an invoice from the primary Invoice Report. Go to the Invoice Report. Search
In an effort to provide even more administrative control, P3 now has the ability to set the Report permissions on a per user basis. Permissions
New Lead Source Setting when Creating a Service Call This week we discuss a new Dispatch Setting that allows a company to set a default
It’s often a truism of business that managing growth and projects, not the actual work to be done, is the hardest part. After all, with
Change Invoice Title P3 has 2 general titles for the Invoice and this week discuss how to change the invoice title. Pre-Approval Title Before the
Email Personalization Variables for Tune Ups and Online Dispatching A couple weeks ago we discussed how Personalization variables can be used to send more customer-specific
Dispatching Zones As part of our Dispatching enhancement, P3 has introduced the concept of Zones to help dispatchers improve dispatching efficiency and to eliminate unnecessary
Email and Text Personalization Variables This week we discuss how Email and Text Communications can be tailored to the individual customer through the use of
HVAC Invoicing – Dispatch Board Short Cut This week we are concentrating on an overlooked dispatching short cut – how to move a service call
It goes without saying that there’s hardly enough time in the day to get everything done. But if you have an HVAC business and you’re
