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Tuesday Tool Tip – New Invoice Setting

Sep 30, 2024

New Invoice Setting

P3 released a new Invoice Setting allowing companies the ability to control the grey, “Add Parts” button.

The setting is on the Invoice General Settings page.  When the display is turned off, then the grey, “Add Parts” button will no longer be displayed in the Command Center or on the app.

This setting is great for companies that only do flat rate and do not have a need to create a time and materials invoice.  For these companies, removing the display of the button, removes the possibility of technicians and CSRs accidentally selecting the wrong option.

Remember on the app, the technician must perform a Download to pull down this change in setting.

 


Setting

New Invoice Setting


If Display is Turn Off – App View

App Invoice Display


 

If Display is Turn Off – Command Center View

Command Center Invoice


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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HVAC Business Solutions has really helped us get organized with scheduling and dispatch and consistent. Our techs and the people in the office love how simple it is to use and our customers appreciate the professional level of service we are able to deliver using the system. Anytime we need assistance, Meghan and Jason are always pleasant and helpful when we call. P3 HVAC Solutions is a 10 out of 10.

Aaron Bonin
Jack Gordon & Sons Inc.
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I first heard about HVAC Business Solution’s service software in a hvac-talk.com group for contractors and decided to give it a try based upon the feedback from other owners. I am glad I did! These guys solicit input from their customers and then take action which really sets them aside from the competition. They are very innovative and are constantly making what is already good even better. In the short period of time I have been on P3 HVAC Solutions, they have added a lot of new features and they have never charged me a dime more for them.

Larry Kapigian
Superior Air Heating & Air Conditioning
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We have been using flat rate pricing provided by HVAC Business Solutions for about 10 years now and it’s been a positive, profitable decision. The technology of being able to adjust pricing, update and customize individual pages, add new products as needed from their website are all phenomenal features. Creating flat rate pricing can be a time consuming and daunting task, but HVAC Business Solutions makes it easy. We look forward to a long lasting relationship between Bob’s Heating & HVAC Business Solutions.

Melissa Olsen
Bob's Heating & Air Conditioning

Best change we made in 40 years in business. Literally reduced hundreds of hours work inputting services tickets and invoices into a program.

EZ Air
Harvey Shell
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