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Tuesday Tool Tip

Tuesday Tool Tip – Customer Loyalty Report

Customer Loyalty Report

P3 provides a Customer Loyalty Report to see how long customers have been on your Service Agreement program.

The report can be found from the main Reports side menu option, under the Service Agreement Section.

The Report displays all Customers that have ever had a Service Agreement with your company. Then, for each Custmer it shows the date of the first Service Agreement along with the date the last service agreement expired.

In addition, the report displays the total number of service agreements the customer purchased.

Each of the columns can be sorted to easily see the customers with the largest number of service agreements purchased or to back historically to see older service agreement customers.

P3 HVAC Software has several great features to help HVAC companies sell and manage service agreements.

Report Location

Report Location

Example Report Sorted by Start Date

Customer Loyalty Report

About P3 HVAC Software

We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.   Please use this link to schedule a free demo of P3 HVAC Software.  Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.  Lastly, current users of P3 HVAC Software, please be sure to join our Private Facebook Group for great discussions with other HVAC Companies on how they are using the software for their HVAC business.

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