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 Background "Super Admin" users in...
Tuesday Tool Tip
Tuesday Tool Tip – P3 HVAC Software – Dispatch Board Display Setting
HVAC Invoicing - Dispatch Board Display Setting When you are viewing the Dispatch Calendar, there are two different ways to view appointment details. Dispatch Board - Rollover...
Tuesday Tool Tip – P3 HVAC Software – Dispatch Board Short Cut
HVAC Invoicing - Dispatch Board Short Cut This week we are concentrating on an overlooked dispatching short cut - how to move a service call from the Dispatch Board itself,...
Tuesday Tool Tip – P3 HVAC Software – Email & Text Personalization Variables
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 Personalization...
Tuesday Tool Tip – P3 HVAC Software – Dispatching Zones
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...
Tuesday Tool Tip – Email Personalization Variables for Tune Ups
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...
Tuesday Tool Tip – Change Invoice Title
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 work is approved by the...
Tuesday Tool Tip – New Lead Source Setting when Creating a Service Call
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 Lead Source when creating new Service...
Tuesday Tool Tip – P3 HVAC Software – Daily Service Call Report
HVAC Dispatching - Daily Service Call Report There is a new setting in P3 that when activated, will email each morning a report with the service call details for the upcoming...
Tuesday Tool Tip – P3 HVAC Software – Dispatch Boards
HVAC Dispatching - Multiple Dispatch Boards P3 has introduced a new dispatching concept called a Dispatch Board. Each company will have a default "Company Wide Dispatch Board" to...
Tuesday Tool Tip – P3 HVAC Software – Daily Recurring Billing Report
HVAC Invoicing - Email Daily Recurring Billing Report Another great setting in P3 is the ability to receive a daily report summarizing all of the automatic activity related to...
Tuesday Tool Tip – P3 HVAC Software – Do Not Service
HVAC Customer Management - Do No Service P3 now has a Do Not Service (DNS) flag. Once the flag is set for a Customer, that Customer is highlighted throughout the software to...