New Feature – HVAC Invoice Attachments
P3 HVAC Software is pleased to announce HVAC Invoice Attachments. The new feature allows files to attach to invoices when emailed from the Command Center.
Now, when you click to email an invoice from the Command Center, there will be an additional button – Attach File – in the popup window that appears.
This button will appear regardless if you are emailing from the Customer Record or from the Invoice itself.
Attach Customer Record Files or Add New Files
Click this button and the software will pull all files currently listed in the “Upload File” table of the Customer Record. One or more of these files can be attached to the invoice.
In addition, new files can be added at this time. When a file is added via this popup, the file will also save to the Customer Record.
The same file restrictions apply.
No Setting Required
There is no setting that has to be turned on to use this functionality. It will automatically appear.
Click the blue “Attach File” button
Upload a New File
Now, Add Either the Existing File or New File to the Invoice
Click to Add the Desired the Files
Email has the Attached Files
Email Example
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.
