New Feature – HVAC Invoice Attachments P3 HVAC Software is pleased to announce HVAC Invoice Attachments. The new feature allows files to attach to invoices when emailed from the Command Center. Now, when you click to email an invoice from the Command Center, there will be an additional button – Attach File – in the […]
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Purchase Order/Work Order Background P3 has the ability to enter a Purchase Order or Work Order on an invoice. This is a setting that can be found in the General Invoice Settings section in the Command Center. Once activated, each company can determine how to label this field on the invoice. The most common labels
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Default HVAC Service Agreement Tune Up Labels This week we discuss another tip that helps with communication—the ability to customize the tune up agreement labels for your HVAC Service Agreements. As a default, when a new Service Agreement is created the software sets the tune up label to the number of tune ups desired. For
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HVAC Dispatching Setting to Automatically Sync Customer Information This week’s Feature Friday focuses on a HVAC Dispatching Software Setting that can greatly improve communication between the tech in the field and the dispatchers in the office. The Dispatch Setting is the ability to Sync All Customer Information when a Technician closes out their service call.
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Default Customer Record Required Fields In this week’s Tuesday Tool Tip we are discussing the Customer Record Required Fields. As a default, P3 requires that there is a name, one phone number, a complete address, the communication preference and the billing terms. The “name” must be either a First/Last Name combination, a Customer Name or
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HVAC Customer Setting to Automatically Create a System P3 HVAC Software has a customer setting that is strongly recommended in order to save time when creating a new customer record. All activity for a customer in P3 HVAC Software centers around the “System”. For background, the “System” is the combination of HVAC equipment that provides
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P3 HVAC Software Email Log Report and Text Log Report Continuing on our theme from last week on where to find information, today we are focusing on where to find the Email Log Report and Text Log Report. Within P3, there are 2 primary views to the Email Log and Text Log Reports. There is
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HVAC Dispatching Setting – Double Booking Prevention This week we want to continue a discussion that was started on our private P3 HVAC Software Facebook group about our Dispatching Setting for double booking prevention. Have you ever seen this grey window appear on your calendar? Why Does this Happen? There are two situations where this
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P3 HVAC Software License Information For this week we thought we would discuss something that comes up more than you think – how to find your P3 HVAC Software license information. Within the P3 Command Center there is a page that shows how many software licenses your company has purchased, as well as how many
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HVAC Service Agreement Setting – Change Start and End Dates A subtle feature that most companies may have missed is the ability to change the start and end dates on a service agreement for a particular customer. This feature is particularly handy today where “the norm” has been completely thrown out the window and HVAC
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