The demands of HVAC professionals are unique, often requiring them to work in extreme conditions that necessitate gear that can keep up. Every day, these workers face fluctuating temperatures and a variety of hazardous environments.
HVAC Customer Management
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 – Customer In Active Details
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...
Tuesday Tool Tip – Reports Zone Filter
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...
Tuesday Tool Tip – Global Notes
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...
Tuesday Tool Tip – Archive Customer Notes
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...
Tuesday Tool Tip – Customer Record Display Setting
Customer Record Display Setting - Service Agreement Table When viewing a customer record from the Command Center, there is a table to display the status of both past and current...
Tuesday Tool Tip – Customer Report Updates
Customer Report Updates Customer Report Update #1 - for those companies taking advantage of the Dispatching Zone functionality, we have added the ability to filter the Customer...
Tuesday Tool Tip – Find that Money!
Find that Money Have you flagged Revenue Notes for customers, but can't remember who they were? Well, we added a new filter on the Customer Record to easily find all customers...
Tuesday Tool Tip – P3 HVAC Software – Dispatch Board Display Setting
HVAC Invoicing - Dispatch Board Display Setting When you are viewing the Dispatch Calendar, there are two different ways to view appointment details. Dispatch Board - Rollover...
Tuesday Tool Tip – P3 HVAC Software – Dispatch Board Short Cut
HVAC Invoicing - Dispatch Board Short Cut This week we are concentrating on an overlooked dispatching short cut - how to move a service call from the Dispatch Board itself,...
Tuesday Tool Tip – P3 HVAC Software – Do Not Service
HVAC Customer Management - Do No Service P3 now has a Do Not Service (DNS) flag. Once the flag is set for a Customer, that Customer is highlighted throughout the software to...