HVAC Business Solutions

Super Administrator

Tuesday Tool Tip – P3 HVAC Software – Super Administrator

HVAC Software – Super Administrator Another feature that far too many companies are surprised to learn about is our “Super Admin” setting. The Super Admin setting allows a company to determine which of their administrators have the ability to set permissions for both themselves and others. This allows the company to set permissions for each …

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Tuesday Tool Tip – P3 HVAC Software – Technician Driving Directions

HVAC Dispatching- Technician Driving Directions As part of its suite of dispatching solutions, P3 HVAC Software provides a way to enable driving directions for the technician. Since most technicians are already using some type of app to provide driving directions, rather than re-invite the wheel, P3 software decided to integrate with these existing apps. Therefore, …

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Activate Setting to Receive Daily Email

Tuesday Tool Tip – P3 HVAC Software – Daily Recurring Billing Report

HVAC Invoicing – Email Daily Recurring Billing Report Another great setting in P3 is the ability to receive a daily report summarizing all of the automatic activity related to recurring billing. Each day, P3 processes the recurring invoices first thing in the morning. These invoices include those associated with monthly service agreements and invoices that …

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Tuesday Tool Tip – P3 HVAC Software – Dispatch Boards

HVAC Dispatching – Multiple Dispatch Boards P3 has introduced a new dispatching concept called a Dispatch Board. Each company will have a default “Company Wide Dispatch Board” to which all Dispatchers will have access. All technicians will appear on this Company Wide Dispatch Board. Now, each company will have the ability to create new Dispatch …

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HVAC Dispatching Setting - Daily Service Call Report

Tuesday Tool Tip – P3 HVAC Software – Daily Service Call Report

HVAC Dispatching – Daily Service Call Report There is a new setting in P3 that when activated, will email each morning a report with the service call details for the upcoming day. The report is a simple excel spreadsheet that contains all of the service call details (arrival window, tech assigned, call type, description, etc) …

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Tuesday Tool Tip – P3 HVAC Software – Technician Skill Set

HVAC Dispatching – Technician Skill Set A great new feature in P3 is the ability to set the Technician’s Skill Set so that it is visible when booking a service call. This feature is great for new dispatchers who are unfamiliar with their technician’s abilities. In addition, it helps with existing dispatchers by providing immediate …

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Tuesday Tool Tip – P3 HVAC Software – Important Note

HVAC Dispatching – Important Note The Important Note is the third type of Note that is excellent for dispatching. Often times, there is important information that the dispatcher needs to see so they can decide if that information is should be passed along to the Technician. For example, messages that are important during tune ups …

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Revenue Note displays in the Recommendation Section

Tuesday Tool Tip – P3 HVAC Software – Revenue Note

HVAC Dispatching – Revenue Note The Revenue Note is another excellent tool for dispatching. Often times, there are specific recommendations made by a technician or comments made by the customer that represent a need for a product or service. Since these are revenue opportunities, we created a way to flag these notes separately so they …

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