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 side menu option, under the Service Agreement Section. The Report displays all Customers that have ever had a Service Agreement with your company. Then, for …
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 »
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. …
HVAC Service Agreement Survey This week we are posting a link to a HVAC Service Agreement Survey that we are conducting. We want to track trends across the industry and across the country. We will run the survey through the end of February and then publish the results in March. We will discuss the results …
Tuesday Tool Tip – HVAC Service Agreement Survey Read More »
New Tool Bar Short Cut – Repair Task P3 recently added a new tool bar short cut to have one-click access to your company’s Repair Tasks. As you are preparing for the new year, having a single click to the Repair Task list is a great time saver. To add the Repair Task Short Cut …
Tuesday Tool Tip – New Tool Bar Short Cut – Repair Task Read More »
Create Invoice Dispatching Setting Several companies like to create the invoice in the office and send it to the technician for completion. In this article, we discuss a dispatch setting that provides a prompt to the dispatcher to create a new invoice after a new service call is created. The setting to turn on the …
Tuesday Tool Tip – Create Invoice After Service Call Creation Read More »
As part of our Dispatching enhancements, P3 has introduced 2-Way Text to allow companies to send and receive text messages from the Command Center to both Customers and Technicians. 2 Way Text Beta Group Unlike the other Dispatching enhancements from 2021, 2-Way Text had a 10 company Beta Text Group that actively tested the functionality …
Service Agreement Renewal P3 has the ability to renew a service agreement that is tied to multiple systems at the same time. Service Agreement Background When a Service Agreement for a Customer with multiple systems is sold, the software adds multiple rows to the Service Agreement table – one for each system. While it only …
Email Personalization Variables for Tune Ups and Online Dispatching A couple weeks ago we discussed how Personalization variables can be used to send more customer-specific emails rather than generic emails. This week, we are discussing how the Personalization Variable can be used best in the Tune Up Reminder Email for those utilizing online Dispatching. Online …
Tuesday Tool Tip – Email Personalization Variables for Tune Ups Read More »
