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...
HVAC Invoice
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...
Tuesday Tool Tip – Copy Invoice
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...
Tuesday Tool Tip – Invoice Bundles
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...
Tuesday Tool Tip – New Invoice Setting
New Invoice Setting P3 released a new Invoice Setting allowing companies the ability to control the grey, "Add Parts" button. The setting is on the Invoice General Settings...
Tuesday Tool Tip – Service Agreement Log
Service Agreement Log P3 recently introduced a Service Agreement Log on the Customer record. This feature is a great way to see exactly what has happened with the service...
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...
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...
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...
Tuesday Tool Tip – Email Invoice from Invoice Report
Email Invoice from Invoice Report We recently added the ability to email an invoice from the primary Invoice Report. Go to the Invoice Report. Search for your desired Invoice(s),...
Tuesday Tool Tip – Change Invoice Title
Change Invoice Title P3 has 2 general titles for the Invoice and this week discuss how to change the invoice title. Pre-Approval Title Before the work is approved by the...
Tuesday Tool Tip – P3 HVAC Software – HVAC Invoice Attachments
New Feature - HVAC Invoice Attachments P3 HVAC Software is pleased to announce HVAC Invoice Attachments. The new feature allows files to attach to invoices when emailed from...