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 […]
HVAC Customer Setting
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.
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