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 […]
Tuesday Tool Tip – Reconciliation Report Read More »
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
Tuesday Tool Tip – Accept Invoice Button Setting Read More »
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
Tuesday Tool Tip – Invoice Bundles Read More »
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
Tuesday Tool Tip – Copy Invoice Read More »
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
Tuesday Tool Tip – Invoice Setting for Service Agreements Read More »
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
Tuesday Tool Tip – New Personalization Variables Read More »
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
Tuesday Tool Tip – Remove Cancelled Calls from Calendar Read More »
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
Tuesday Tool Tip – Service Agreement Auto-Renewal Setting Read More »
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 agreement every step of the way. Starting with its sale, the software will record if it came from an invoice or from the customer record table.
Tuesday Tool Tip – Service Agreement Log Read More »
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 page. When the display is turned off, then the grey, “Add Parts” button will no longer be displayed in the Command Center or on the app. This
Tuesday Tool Tip – New Invoice Setting Read More »
