HVAC Invoice

Service Agreement Cost Not in the Regular Amount Column

Tuesday Tool Tip – Invoice Setting for Service Agreements

Invoice Setting for Service Agreements P3 has an Invoice Setting for Service Agreements that allows each company to control if the price of the Service Agreement should be displayed in the Regular Amount column. As a default, the software places the cost of the Service Agreement in both the Service Agreement column and the Regular …

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Tuesday Tool Tip – New Personalization Variables

New Personalization Variables We recently added 3 new personalization variables to customize the communication when sending invoices. These variables include the first name, the last name and a variable that combines the first and last name together. These variables are to help those companies who have a customer name format of “last, first”. Now with …

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Do Not Display Cancelled Calls

Tuesday Tool Tip – Remove Cancelled Calls from Calendar

Remove Cancelled Calls from Calendar Currently when a service call is cancelled it turns purple and remains on the calendar.  While it is good to know that a call was previously booked but then subsequently cancelled, it is also frustrating that it remains on the calendar, preventing another service call from being scheduled in that …

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Service Agreement Setting

Tuesday Tool Tip – Service Agreement Auto-Renewal Setting

Service Agreement Auto-Renewal Price Setting There is a subtle setting is how to price a service agreement when it is auto-renewed. P3 has a setting to either use the “Current Price” or the “Original Price”. Let’s walk through an example. Let’s say the customer paid $190 for a service agreement in 2021 and it was …

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