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 …
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. …
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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 …
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