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 to either use the "Current...
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 know that a call was previously...
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...
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 the Customer...
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 Record to easily find all customers...
Tuesday Tool Tip – Email Invoice from Invoice Report
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 for your desired Invoice(s),...
Tuesday Tool Tip – Service Agreement Renewal
Service Agreement Renewal P3 has the ability to renew a service agreement that is tied to multiple systems at the same time. Service Agreement Background When a Service Agreement...
Tuesday Tool Tip – 2 Way Text
As part of our Dispatching enhancements, P3 has introduced 2-Way Text to allow companies to send and receive text messages from the Command Center to both Customers and...
Tuesday Tool Tip – Create Invoice After Service Call Creation
Create Invoice Dispatching Setting Several companies like to create the invoice in the office and send it to the technician for completion. In this article, we discuss a dispatch...
Tuesday Tool Tip – New Tool Bar Short Cut – Repair Task
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 Tasks. As you are preparing for the new year,...
Tuesday Tool Tip – 2 Way Text Report
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 report includes all text communications with both customers...
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 trends across the industry and across...