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
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 – Report Permissions
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 – 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...
Tuesday Tool Tip – P3 HVAC Software – Technician Driving Directions
HVAC Dispatching- Technician Driving Directions As part of its suite of dispatching solutions, P3 HVAC Software provides a way to enable driving directions for the technician....
Tuesday Tool Tip – P3 HVAC Software – Super Administrator
HVAC Software - Super Administrator Another feature that far too many companies are surprised to learn about is our "Super Admin" setting. The Super Admin setting allows a...
Tuesday Tool Tip – P3 HVAC Software – Diagnostic Fees
NHVAC Invoicing - Diagnostic Fees In this week's article we are discussing how to change or add new Diagnostic Fees. Diagnostic Fees are used in 2 places in the software. One,...