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 into the invoice. The first setting is to display the Customer Notes on the Invoice table in the Customer Record. If there is […]
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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
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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
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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
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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
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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
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Completed Recurring Billing Report New Filter On the Completed Recurring Billing Report, we have added an Invoice Status Filter to more easily find invoices that did not process correctly. The Completed Recurring Billing Report is a great way to check the status of all Recurring Invoices that have processed. Some are successful. Others might have
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Reports Zone Filter A Zone Filter has been added to several Reports in P3. The filter was added to the Customer List page, the Invoice Report and Service Call Report. Zones are a great way to organize your customers by geography. It is also a great way to see where your customers and revenue are
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