New Settings to More Easily See Customer Notes on Invoice: We created two new settings to more quickly and easily get to the Customer Notes on an Invoice, without having to drill...
HVAC Business Solutions
Tuesday Tool Tip – Customer List Setting
Customer List Setting - Amount Owed vs Balance: There is a new Customer List Setting that allows each company to determine which value appears. Now, companies can either display...
Tuesday Tool Tip – Calendar Auto Sync
Calendar Auto Sync Setting: With Version 15.5 of the App, we released a Calendar Auto Sync setting. With this setting activated, the technician's calendar on the app will...
Tuesday Tool Tip – Reviews
Review Module: With Version 16.0 of the software, P3 has released its Reviews Module. Companies now have multiple ways to request reviews within the software in addition to the...
Tuesday Tool Tip – Remote Invoice Settings
Remote Invoice Settings: P3 recently made an update regarding Remote Invoice interactions with your customers. In past, the ability to Accept the Invoice and to Approve the Work...
Tuesday Tool Tip – Completed Recurring Billing Report New Filter
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...
Tuesday Tool Tip – Accept Invoice Button Setting
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....
Tuesday Tool Tip – Boost Sales this Summer by Targeting Old Equipment
Find Old Equipment to Boost Sales: The Report Dashboard has a simple and easy way to find customers that have old equipment. One of the 30 plus reports in Report Dashboard is the...
Tuesday Tool Tip – Job Cost Report
Job Cost Report: We made a recent addition to the Job Cost Report. Now the Job Cost Report displays the Invoice Status on the main report. This allows everyone to easily see this...
Tuesday Tool Tip – Part Numbers
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...
Tuesday Tool Tip – Phone App
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...
Tuesday Tool Tip – New Proposal Display
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...