Job Cost Report: We made a very subtle, but important addition to the Job Cost Report. Now the Report displays the Invoice Status on the main report. This allows everyone to easily see this status to better interpret the rest of the information on the report. This Status field is also available when the Job …
Reconciliation Report: The Reconciliation Report is a great way to see the status of all aspects of a service call in one place. Ever want to know at the same time, quickly and easily, the following: is the service call done, is the diagnostic complete, is the invoice created and are the images sync’d? Without …
Accept Invoice Button Setting: Ever send out an “Estimate”, but notice the email says “Accept Invoice.” P3 has an Invoice Setting that allows companies to control this display. As a reminder, P3 has a single document called an “Invoice”. The Invoice has four statuses – Not Authorized, Work Authorized, Complete and Not Paid and Complete …
Tuesday Tool Tip – Accept Invoice Button Setting Read More »
Completed Recurring Billing Report New Filter On the Completed Recurring Billing Report, we have added an Invoice Status Filter to more easily find invoices that did not process correctly. The Completed Recurring Billing Report is a great way to check the status of all Recurring Invoices that have processed. Some are successful. Others might have …
Tuesday Tool Tip – Completed Recurring Billing Report New Filter Read More »
Reports Zone Filter A Zone Filter has been added to several Reports in P3. The filter was added to the Customer List page, the Invoice Report and Service Call Report. Zones are a great way to organize your customers by geography. It is also a great way to see where your customers and revenue are …
Customer In Active Details Ever have a situation where you come across a customer, they are marked In Active, but you don’t know how that happened? Well, on the P3 Customer Record, you have the ability to see who marked the customer In Active and when. Go to the customer record and click the Info …
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 …
New Proposal Display Over the weekend, P3 HVAC Software released a new Proposal Display option for Equipment Proposals. With the setting, the Proposal Comparison view can be changed to display all equipment within the option at the same time, as opposed to scrolling through the options. This makes it easier for the customer to quickly …
Phone App P3 has launched a new version of the App, named the Phone App, specifically for iPhone and Android phones. This App will have all of the same functionality as the current app, except ESM. There will be no functionality to create and present Equipment Proposals. The purpose of the Phone App is to …
Part Numbers P3 has two fields on the Part record to capture Part Numbers. The first field is the Manufacturer Part Number. The second field is the Wholesale Part Number. Both of these Part Numbers can be added from the Parts List: From the Command Center, click on Settings Under the Flat Rate section, click …
