2 Ways to Learn More

P3 is ready to use as soon as you sign up—on Day 1. The software comes preloaded with:

• Standard Repairs: Tailored specifically for residential HVAC companies.

 

• Equipment Details: Information for over 30 HVAC brands, ready to use.

 

• Pre-Enabled Popular Settings: We’ve configured the software with the most commonly used settings to help you get started quickly and efficiently.

You can further customize the software and set your pricing at your own pace. Whether you prefer to manage this independently or with support from our team, we’re here to ensure a smooth onboarding experience.

Transferring your data to P3 is simple and straightforward:

• QuickBooks Online Users: If your data is synced with QuickBooks Online, the transfer is automatic, ensuring a seamless transition.
• Other Sources: If your data isn’t in QuickBooks, it can typically be exported or compiled into a spreadsheet. Our team can then upload it into P3 for you, making the process quick and hassle-free.

Whether you’re transitioning from another software or even pen-and-paper systems, we’re here to help you get started with ease.

P3 provides multiple resources to help you learn and maximize the software, tailored to your preferred learning style:

• One-on-One Training: Our Onboarding Team offers personalized training sessions with a structured lesson plan customized to your business needs.

 

• Self-Help Resources: Access a library of training videos and searchable articles available 24/7 for on-demand learning.

 

• Community Support: Join our private social media groups to connect with other P3 users, share tips, and exchange advice.

 

• Account Managers: Work directly with our account managers in one-on-one sessions to strategize and ensure you’re getting the most value from the software.

No matter your learning preference, P3 is committed to providing the support you need to succeed.

Yes, P3 is an approved vendor for Trane Technologies. If you’re an American Standard Customer Care Dealer or a Trane Comfort Specialist, you can use your Co-op funds or chips for P3. For other manufacturers and HVAC distributors, most will add us to their program if requested by a contractor.

P3 is designed to make pricing setup simple and efficient:

• Preloaded Data: The software includes standard repair pricing for residential HVAC services, detailed information for over 30 HVAC brands, and nationwide average pricing.

 

• Customization Options: You can easily adjust individual repair costs or equipment models to align with your business’s specific needs.

 

• Global Changes: For added efficiency, you can apply global updates across the entire library, enabling you to adjust pricing and set profit margins seamlessly with just a few keystrokes.

P3 gives you the flexibility and tools to tailor your pricing strategy to your business.

The ideal software package for your business depends on your unique needs and priorities:

• Owner-Operators: We offer affordable packages that include core functionality to help streamline and efficiently manage daily operations.
• Growing Businesses: For those requiring advanced features or enhanced support, we provide comprehensive solutions designed to scale with your needs.
• Larger, Established Businesses: Our advanced packages include robust tools and customizations to support complex operations and larger teams, ensuring your business runs efficiently at scale.

To determine the best fit, we recommend speaking with one of our sales representatives for a personalized consultation or signing up for a free trial to explore the software firsthand.

HVAC Business Solutions distinguishes itself through a combination of user-friendly design, comprehensive features, and industry expertise tailored specifically for residential HVAC companies.

• Intuitive Interface: Our platform is designed to be easy to learn and use, enabling HVAC professionals to manage customer information seamlessly and provide top-notch service without a steep learning curve.

 

• Comprehensive Functionality: We offer an all-in-one solution that simplifies complex tasks and standardizes processes with best practices, helping businesses achieve greater profitability.

 

• Industry Expertise: Our solutions are developed with insights from HVAC industry experts and strategic partners, ensuring that the tools we provide are aligned with the specific needs and challenges of residential HVAC businesses.

 

By focusing on these areas, HVAC Business Solutions provides a robust platform that supports the growth and efficiency of residential HVAC companies, setting us apart from other providers in the market.

Assessments are a value-added service provided by our dedicated P3 Account Managers to help your business maximize the potential of our software. During an assessment, the Account Manager conducts a comprehensive review of your account, focusing on three key areas:

• 1. Efficiency Optimization: Identifying ways to use the software more effectively, including recommended settings or features tailored to your specific business operations.
• 2. Team Support: Offering insights on configurations or tools that can streamline workflows and enhance your team’s productivity.
• 3. Revenue Opportunities: Analyzing your data to uncover potential areas for increasing revenue and improving profitability

These assessments are designed to ensure you get the most out of the software while positioning your business for growth and long-term success.

• Yes, we offer a 30-day free trial of P3. During the trial, you’ll have access to a single software license and all the features included in the Business Package.
• Best of all, there’s no need to provide a credit card upfront—we believe in transparency and making it easy for you to experience the value of P3 without any commitment.

P3 is specifically designed to meet the needs of residential HVAC companies. However, its versatile features also make it an excellent choice for:

• HVAC Companies with Commercial Clients: The software’s robust functionality supports businesses that service both residential and commercial customers.
• Home Service Companies: Businesses outside of HVAC, such as plumbing and electrical companies, also benefit from P3. Its tools are ideal for any service company that operates in customers’ homes.

Whether your business focuses solely on residential HVAC or spans multiple trades, P3 is built to streamline operations and enhance efficiency.

Your data security is our top priority. P3 employs robust security measures comparable to those used by leading financial institutions:

• AWS Hosting: Our servers are hosted with Amazon Web Services (AWS), a trusted global leader in secure cloud infrastructure.
• Data Encryption: All data communications are encrypted to protect your information during transmission.
• Permission-Level Control: The software allows you to set permission levels for each user, ensuring you have full control over who can access, add, view, or delete data.

These measures work together to safeguard your business data and provide you with peace of mind while using P3.

• No special hardware is required to use P3. The software is accessible through any device with a web browser and an Internet connection, whether it’s a computer, laptop, tablet, or smartphone.
• For field technicians, the P3 mobile app can be easily installed on their smartphones or tablets, allowing them to stay connected and manage tasks seamlessly while on the go.
• P3 is designed to be flexible and user-friendly, ensuring that your team can use the software on
  the devices they already have.

Yes, P3 provides flexible options for mobile and remote access, making it easy for your team to stay connected.

• For Remote Office Staff: Dispatchers and other office employees can access P3 from any device with a web browser and an Internet connection. There’s no need to install or maintain additional software, ensuring a hassle-free experience.
• For Technicians in the Field: Technicians use a dedicated mobile app, available for download from app stores, to stay in sync with office personnel. The app enables seamless communication and task management, even in remote locations.

This flexibility allows your team to work efficiently, whether they’re in the office, at home, or out in the field.

P3 has been a trusted solution for over a decade, now in its 18th version. We are committed to continuous improvement, releasing updates every year to incorporate new technologies and stay aligned with platform changes from Apple and Google.
What truly sets us apart is our client-driven approach. We actively listen to feedback from HVAC companies like yours, using it to shape the development of new features and functionality. This collaborative relationship ensures that P3 evolves to meet the real-world needs of your business.
By choosing P3, you’re not just investing in software—you’re partnering with a company that values your input and is dedicated to helping your business succeed.

P3 is primarily a cloud-based software solution, which requires an Internet connection for full functionality. If your Internet goes down, you won’t be able to access the software. However, our support team can assist by pulling reports to help you manage during the downtime.

For technicians in the field, the P3 app is designed to work offline. Recognizing that technicians often operate in remote areas with limited or no connectivity, the app allows them to:

• Download their daily schedule in advance.
• Continue working within the app while offline.
• Upload completed tasks and updates once a connection is restored.

This ensures your team can stay productive, even in areas with poor Internet access.

We offer flexible subscription options, including both annual and monthly plans, to suit your business needs.

• Canceling Your Subscription: Simply provide notice to our support team at least one business day before your desired cancellation date, and we will close your account promptly.

 

• Upgrading or Downgrading: Changes to your subscription can be made quickly and easily by contacting our support team.

Looking ahead, we plan to introduce self-service subscription management by the end of 2025, making it even more convenient for you to adjust your plan as needed.

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