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
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 – 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 and even move calls from the Open Call list onto the...
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, just a new icon in the top tool bar. From here To...
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 Invoice General Settings...
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...