New Feature – HVAC Invoice Attachments P3 HVAC Software is pleased to announce HVAC Invoice Attachments. The new feature allows files to attach to invoices when emailed from the Command Center. Now, when you click to email an invoice from the Command Center, there will be an additional button – Attach File – in the […]
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Purchase Order/Work Order Background P3 has the ability to enter a Purchase Order or Work Order on an invoice. This is a setting that can be found in the General Invoice Settings section in the Command Center. Once activated, each company can determine how to label this field on the invoice. The most common labels
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Default HVAC Service Agreement Tune Up Labels This week we discuss another tip that helps with communication—the ability to customize the tune up agreement labels for your HVAC Service Agreements. As a default, when a new Service Agreement is created the software sets the tune up label to the number of tune ups desired. For
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Default Customer Record Required Fields In this week’s Tuesday Tool Tip we are discussing the Customer Record Required Fields. As a default, P3 requires that there is a name, one phone number, a complete address, the communication preference and the billing terms. The “name” must be either a First/Last Name combination, a Customer Name or
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P3 HVAC Software Email Log Report and Text Log Report Continuing on our theme from last week on where to find information, today we are focusing on where to find the Email Log Report and Text Log Report. Within P3, there are 2 primary views to the Email Log and Text Log Reports. There is
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P3 HVAC Software License Information For this week we thought we would discuss something that comes up more than you think – how to find your P3 HVAC Software license information. Within the P3 Command Center there is a page that shows how many software licenses your company has purchased, as well as how many
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P3 Facebook User Group In this week’s Tuesday Tool Tip we want to announce our new P3 HVAC Software Facebook User Group. This is a forum for P3 HVAC Software users to come together to strategize, consult and troubleshoot together. This is also a great place to discuss feature requests to explore what is truly
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P3 HVAC Software Important Report – Delete Log Everyday is busy. In fact, let’s face it, most days are chaos. This is where we must be able to trust your software, like P3 HVAC Software. It is very easy to lose track of key information and in the heat of flying through the software, to
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Tip #1 – Change Your Short Cuts P3 HVAC Software gives everyone the ability to pick the short cuts they want displayed in the top tool bar. The icons to the right of the blue Action button are the “Short Cuts” and they can be customized on a per-user basis. This means each person that
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