New Settings to More Easily See Customer Notes on Invoice: We created two new settings to more quickly and easily get to the Customer Notes on an Invoice, without having to drill into the invoice. The first setting is to display the Customer Notes on the Invoice table in the Customer Record. If there is […]
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Find Old Equipment to Boost Sales: The Report Dashboard has a simple and easy way to find customers that have old equipment. One of the 30 plus reports in Report Dashboard is the “Old Equipment” report. With this report you set the age of the equipment, thereby determining what is “old equipment” for your company.
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New Proposal Display Over the weekend, P3 HVAC Software released a new Proposal Display option for Equipment Proposals. With the setting, the Proposal Comparison view can be changed to display all equipment within the option at the same time, as opposed to scrolling through the options. This makes it easier for the customer to quickly
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Equipment Proposal Expiration Date P3 now has the ability to set an expiration date on equipment proposals. Given that costs are increasing rapidly, there is even more of a need to limit how long a proposal is valid for in order to ensure profitability on a proposed equipment replacement. This feature gives your company the
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Next-Gen Software Boosts Sales for HVAC Owners with Functionality & New Features! P3 HVAC Software announced today the release of P3 Sales Launcher, a stand-alone proposal tool providing HVAC Contractors with an easy to build, visually appealing, good-better-best display of options for new equipment, repairs and other services. At a time when COVID19 has
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HVAC Business Solutions Makes Comprehensive Proposals Simple With Its Equipment Sales Module! Proposals Made Simple, In Less Than Three Minutes… HVAC Business Solutions, a leader in sales software for HVAC businesses announces its new Equipment Sales Module. With the new Module, a technician can create and generate a comprehensive estimate from
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Online Reviews Matter More than Ever In today’s world of online everything, one of the main ways people rely on online reviews. Reviews can have the biggest influence on how and what we buy. Consumers are making buying decisions based on what other people are saying–and many times, they don’t even know them!
OUR P3 CUSTOMERS SAY IT BEST! Problem: Like so many other owners in the HVAC industry, Kevin from True Temp, says he did not use much technology in his business prior to purchasing P3. “I was always so busy that I just really never had time to invest in the latest and greatest
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HVAC Business Solutions Announces Strategic Alliance with Foundation Finance Company and QuickBooks Online Integration P3 Software provides Robost Financing and Accounting Solutions HVAC Business Solutions, an industry leader in software and consulting services for HVAC contractors, has now partnered with Foundation Finance Company. Contractors can now get instant credit approval decisions for equipment and
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Building a Solid Service Agreement Base In contrast to an insurance policy or extended warranty, a service agreement is a pre-purchased, discounted maintenance agreement over a period of time to help increase business during slower times of the year. Some HVAC companies think service agreements are just wins for the customer. In actuality though, both
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