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 happened with the service agreement every step of the way. Starting with its sale, the software will record if it came from an invoice or from the customer record table. […]
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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 page. When the display is turned off, then the grey, “Add Parts” button will no longer be displayed in the Command Center or on the app. This
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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 the country. We will run the survey through the end of February and then publish the results in March. We will discuss the results
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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 and technicians. Specifically, the report will include the date and time of the text message, in addition to the person that sent
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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, having a single click to the Repair Task list is a great time saver. To add the Repair Task Short Cut
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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 setting that provides a prompt to the dispatcher to create a new invoice after a new service call is created. The setting to turn on the
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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 Technicians. 2 Way Text Beta Group Unlike the other Dispatching enhancements from 2021, 2-Way Text had a 10 company Beta Text Group that actively tested the functionality
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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 for a Customer with multiple systems is sold, the software adds multiple rows to the Service Agreement table – one for each system. While it only
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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), for example, find all invoices that are Complete and Not Paid. Now, in addition to getting a list of the outstanding invoices, you can email the
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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 the P3 Command Center have the ability to set permissions for other, regular, admin users – dispatchers, managers, etc. This is where you determine if
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