5 Tips for More Reviews: This week we discuss 5 tips to gain more reviews. 1) Use the P3 Review Module 2) Automate the Review Request 3) Follow up within 1 day if not received...
HVAC Invoice
Tuesday Tool Tip – Overdue Invoice Report Updates
Overdue Invoice Report Updates: Over the weekend we made some updates to the Overdue Invoice Report. Specifically, there were 3 updates: Ability to Search by Customer Displaying...
Balance Sheet Profit & Loss Insights | P3 HVAC Software
As an HVAC business owner, understanding your balance sheet profit and loss statements is critical for the success and sustainability of your business. Having a strong grasp of...
Tuesday Tool Tip – Reconciliation Report
Reconciliation Report: Ever want to know at the same time, quickly and easily, the following: is the service call done, is the diagnostic complete, is the invoice created and...
Tuesday Tool Tip – Report Dashboard
Report Dashboard represents a major update to the P3 software. With the functionality each administrator (dispatcher, service manager, owner) with access to the P3 Command...
Tuesday Tool Tip – Customize Report Dashboard
How to Customize the Report Dashboard Once, activated each person at the company can customize their individual Report Dashboard. Click the "My Dashboard" icon In the upper right...
Tuesday Tool Tip – Report Dashboard Widget Attributes
Report Dashboard Widget Attributes Here are the key Report Dashboard Widget Attributes: Title - there is a default title, but each can be customized Settings - this is where you...
Tuesday Tool Tip – Customize Report Widget
Customize Report Widget How to customize Report Widget is very straightforward and easy. Please see the video for a brief discussion and example of customizing a Report Widget....
Tuesday Tool Tip – Setting to More Easily See Customer Notes on Invoice
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...
Tuesday Tool Tip – Remote Invoice Settings
Remote Invoice Settings: P3 recently made an update regarding Remote Invoice interactions with your customers. In past, the ability to Accept the Invoice and to Approve the Work...
Tuesday Tool Tip – Accept Invoice Button Setting
Accept Invoice Button Setting: Ever send out an "Estimate", but notice the email says "Accept Invoice." P3 has an Invoice Setting that allows companies to control this display....
Tuesday Tool Tip – Boost Sales this Summer by Targeting Old Equipment
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...