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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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. Please note, once a Report Widget has been changed, that “profile” is automatically saved for your Dashboard. There is no “Save” button on the page, rather it …
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 can change the default title name Views – some widgets have more than one view available – for example, tabular or graph view Time Frame …
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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 hand corner, click the Settings/Gear icon Drag and Drop the desired Report Widgets into the “Selected Reports” table Please note the first 4 Report Widgets listed in …
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 Center, can create a custom Dashboard of reports. Definitions Report Dashboard – the page that displays Report Widgets. It is labeled “My Dashboard” and it will display on the left …
Job Cost Report: We made a recent addition to the Job Cost Report. Now the Job Cost Report displays the Invoice Status on the main report. This allows everyone to easily see this status to better interpret the rest of the information on the report. This Status field is also available when it is downloaded …
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 are the images sync’d? Without the Reconciliation Report, this would require drilling into the Service Call and the Customer Record individually, not to mention drilling into …
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. As a reminder, P3 has a single document called an “Invoice”. The Invoice has four statuses – Not Authorized, Work Authorized, Complete and Not Paid and Complete …
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Invoice Bundles On the P3 Invoice, companies can create invoice bundles – where multiple repairs are combined into a single invoice line item. Very much like how all of the components of an equipment sale are presented at a single price to the customer, the same can be done with a regular service invoice. This …
Copy Invoice P3 has the ability to copy or clone an invoice. Once the setting is activated, invoices can be copied from either the View or Edit Invoice page. The standard copy button will appear in the upper right hand corner next to the other action icons. When the button is clicked you will have …
