Customer Management Overview

Everything You Need

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Overview

Customers are the lifeblood of your business. You need to know everything about them – what you have done in the past, what they need, what they want and what you have promised to do.

It’s so important that you have an HVAC customer management software to make it easier to serve your customers. Doing so not only helps you provide better customer service but it helps you manage your technicians, invoicing, and customer payments.

An HVAC CRM Software from P3 ensures you know everything that happens in your business. It makes you look more professional and it helps your field service technicians provide the highest level of customer service possible.

Benefits & Features

Quickly Find Customer Information – Using P3 allows you to quickly and easily look up important client information such as name, address(es), phone number, and email. Technicians also have access to equipment used on the job and past job history.
Send Updates – Easily send text and email updates to customers to remind them of overdue invoices, upcoming appointments, changes in scheduling, and more. This allows your technicians and staff to easily see where each customer is in the overall process of scheduling a call to receiving payment.
Simple Schedule Management – Customer management for HVAC businesses is all about time management and that’s why P3 can help you stay on top of upcoming service calls and keep track of your technicians as they move from job to job.
See Customer History – Knowing a customer’s past shows them that you are organized and professional. P3’s HVAC Customer Database Software makes keeping track of all past jobs simple. You can upload customer lists directly from QuickBooks and also access all past invoices to see how much they were charged for previous work.

To buy HVAC customer management software or schedule a demo today, click here and fill out this quick and easy form!

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