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
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
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
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
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
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
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
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
2 Way Text Report The 2 Way Text Report is a great way to view all conversations at one time in a single place. The
New Tool Bar Short Cut – Repair Task P3 recently added a new tool bar short cut to have one-click access to your company’s Repair
