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...
HVAC Customer Record
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 – P3 HVAC Software Customer Record Required Fields
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...
Tuesday Tool Tip – P3 HVAC Software – HVAC Service Agreement Tune Up Labels
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...