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 […]
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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
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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
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Email Log Ever have a customer call to say they didn’t get an email? Well, with the Email Log Report, you can see the details of email if it has in fact bounced. The Email Log is found under the Reports section of the Command Center. On this report you will see either a green
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Invoice – Disable Parts Button P3 has a new setting – Disable Parts Button. By default, P3 has on the invoice a grey Parts Button. This is used for time and materials situations where you need to itemize the amount being charged for parts. On occasion the technician, in a rush, will click the grey
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Archive Customer Notes With Version 13.0, you can now Archive Customer Notes. Do you have notes that are old that you would like to remove from normal viewing, but they are important enough not to delete? Well, now with the Archive Notes features, you can hide them from the initial view. On the Customer Record
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Global Notes Global Notes and Global Contacts are a great way to share information across multiple locations for a given customer. From the Customer Record, in both the Notes and Contact tables, there is now a Globe icon. Click the Globe and the Note or Contact becomes “Global”, meaning it will be available on all
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Dynamic Arrival Windows Dynamic Arrival Windows is another new concept in Version 13.0. This is a Setting that must be activated, but when activated, the software automatically sets the Arrival Windows based on the start time of the appointment. For example, if you provide a 2 hour arrival window and an appointment is moved to
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Time Blocks Reserving Time Blocks on the Dispatch Calendar is a new concept in Version 13.0. This is a Setting that must be activated, but when activated, the software will provide a way to reserve or hold an appointment time on the calendar, without having to enter the details. This was designed for those peak
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Saved Search Saved Search is one of the highlights of the 13.0 release. With Saved Searches, you can conduct a search, including Tags, and then save the search criteria. This is a great time saver for frequent reports – like overdue invoices for the month. When you run a Saved Search in the future, the
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