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 the Amount Owed or the Balance on the Customer List. The Balance amount is the total of all Invoices that have a status of Work Authorized […]
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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 great way to organize your customers by geography. It is also a great way to see where your customers and revenue are
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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 Record, you have the ability to see who marked the customer In Active and when. Go to the customer record and click the Info
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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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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 Service Agreements. At the top of the table, there is field that allows you to decide which service agreements to display. There are three options:
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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 with a Revenue Note. Remember, Revenue Notes are a great way to flag revenue opportunities within your customer base. Whether it is a customer
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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 Report by Zones. This gives you the ability to create a list of all customers in a particular zone. From here you can target your customers for marketing
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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, without having to drill into the service call. Move Service Call Short Cut From the main Dispatch Board a Service Call can be moved to
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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 Effect The first way is to tell the software that when the mouse moves into the time slot on the calendar, to automatically display the details. In this
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