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...
HVAC Reports
Tuesday Tool Tip – Report Dashboard Widget Attributes
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...
Tuesday Tool Tip – Customize Report Widget
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....
Tuesday Tool Tip – Setting to More Easily See Customer Notes on Invoice
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...
Tuesday Tool Tip – Reconciliation Report
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...
Tuesday Tool Tip – Report Dashboard
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...
Tuesday Tool Tip – Customer Loyalty Report
Customer Loyalty Report P3 provides a Customer Loyalty Report to see how long customers have been on your Service Agreement program. The report can be found from the main Reports...
Tuesday Tool Tip – Reports Zone Filter
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...
Tuesday Tool Tip – Completed Recurring Billing Report New Filter
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...
Tuesday Tool Tip – Boost Sales this Summer by Targeting Old Equipment
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...
Tuesday Tool Tip – Job Cost Report
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...
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),...