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 …
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 …
Customer and Invoice Search – Auto-Fill Results New Customer and Invoice Search functionality is found in the search tool bar at the top of the page. Here, perform a search and the software will auto-fill search results as they are typed in. Enter 3 characters into the search bar and the software will start to …
Tuesday Tool Tip – P3 HVAC Software – Customer and Invoice Search Read More »
