Login

Learn More
713-270-6400
713-270-6400

Tuesday Tool Tip

Tuesday Tool Tip – Customize Report Widget

Customize Report Widget

How to customize Report Widget is very straightforward and easy. Please see the video for a brief discussion and example of customizing a Report Widget.

Please note, once a Report Widget has been changed, that “profile” is automatically saved for your Dashboard. There is no “Save” button on the page, rather it is done in the background, automatically when something changes. This means if you click to another page in software, logout/login and return to your Dashboard, it will be the same as when you left it.

Special Report Widgets – Multiple Display and Goals

Some Report Widgets can be added to the Report Dashboard multiple times.  For example, maybe an owner wants to quickly see both Monthly Income and Annual Income.  As a result, the Revenue Widget can be displayed twice – once for the monthly Time Frame and once for the Annual Time Frame.  Any Report Widget that has a Time Frame or Filters, can be added to the Report Dashboard more than once.  In these instances, we strongly advise changing the Title to reflect either the Time Frame or Filters.

In addition, some Report Widgets have the ability to set a Goal.  For example, with the Revenue Widget a Goal can be set to track progress.

 

 

Customize Report Widget Video

 

 

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.

 

3 Ways to Get Started

Take the first step towards a more efficient, profitable, and simplified business operation. With HVAC Business Solutions, you get comprehensive software and a partner committed to your success.

blue-dot-icon

See It In Action

Watch a Demo or Book a 1-on-1 Call.

Get Started

blue-dot-icon
blue-dot-icon

Test It Risk-Free

Get a 30-Day Free Trial. No Credit Card Needed.

Get Started

blue-dot-icon
blue-dot-icon
blue-dot-icon

Transform Your Business

Call us today at 713-270-6400 to learn how P3 can help you streamline scheduling, invoicing, & job tracking.

Get Started

Related Post

Blogs

When Information Moves Faster, Profits Do Too

Every profit leak in an HVAC business has one thing in common: information moves too slowly. When updates, approvals, and job details flow instantly, revenue stops slipping through the cracks. Here’s how faster information creates faster profits.

Blogs

The Opportunity Everyone in HVAC Is Overlooking

HVAC owners often think growth comes from getting more leads. In reality, success comes from eliminating inefficiency. Learn how automation and seamless information flow are helping contractors scale operations smarter, not harder.

Blogs

The Quiet Revolution Coming to HVAC

HVAC is entering a quiet but powerful transformation. While most contractors are still buried in paperwork and missed follow-ups, AI is creating a new advantage.

Blogs

Lessons from Nearly Two Decades in the HVAC Trenches

By Brian Starzec, CEO, P3 HVAC Software When I started P3 nearly 20 years ago, I didn’t imagine we’d still be having the same conversation two decades later: contractors losing jobs because no one answered the phone.   And yet, here we are.   I’ve sat...

Blogs
CSR using P3 HVAC Software Telephone Integration - See Every Call, Track Every Dollar

See Every Call. Track Every Dollar.

With P3 HVAC Software’s telephone integration, you’ll see every call, track every booking, and connect every dollar—so no revenue slips through the cracks.