Tuesday Tool Tip – Find that Money!

Customer Report to Find Revenue Notes

Find that Money

Have you flagged Revenue Notes for customers, but can’t remember who they were?

Well, we added a new filter on the Customer Record to easily find all customers with a Revenue Note. Remember, Revenue Notes are a
great way to flag revenue opportunities within your customer base.

Whether it is a customer looking for a new system, an IAQ opportunity, service agreement potential or just needing new filters, the
Revenue Note is a great way to remind everyone that there is customer needs something.  Thus using the Revenue Note is a great way to find that money in your business.

 


Customer Report – Find Customer with Revenue Notes

Customer Report to Find Revenue Notes


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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