HVAC Service Agreements

Service Agreement Cost Not in the Regular Amount Column

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 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 …

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Service Agreement Setting

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 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 …

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Calendar - With Personalization Variable Link

Tuesday Tool Tip – Email Personalization Variables for Tune Ups

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 …

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HVAC Service Agreement Tune Up Labels

Tuesday Tool Tip – P3 HVAC Software – HVAC Service Agreement Tune Up Labels

Default HVAC Service Agreement Tune Up Labels This week we discuss another tip that helps with communication—the ability to customize the tune up agreement labels for your HVAC Service Agreements. As a default, when a new Service Agreement is created the software sets the tune up label to the number of tune ups desired. For …

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