5 Tips for More Reviews: This week we discuss 5 tips to gain more reviews. 1) Use the P3 Review Module 2) Automate the Review Request 3) Follow up within 1 day if not received...
HVAC Software
Tuesday Tool Tip – Techs – How to Find Account Manager Info
How to Find Account Manager Info: Techs, if you are on the app and you ever need help or have a question, your account manager's contact information is just a click away. From...
Tuesday Tool Tip – Overdue Invoice Report Updates
Overdue Invoice Report Updates: Over the weekend we made some updates to the Overdue Invoice Report. Specifically, there were 3 updates: Ability to Search by Customer Displaying...
Balance Sheet Profit & Loss Insights | P3 HVAC Software
As an HVAC business owner, understanding your balance sheet profit and loss statements is critical for the success and sustainability of your business. Having a strong grasp of...
Tuesday Tool Tip – 2 Way Text Conversation from Website
How to Initiate 2 Way Text Conversation from Website: Within P3 HVAC Software, there is a setting to place a widget on your website that allows visitors to start a 2 way text...
Strategies in Social Media Marketing for HVAC Businesses
Introduction Social media marketing involves using platforms like Facebook, X (formerly Twitter), and Instagram for HVAC businesses to showcase their products and engage with...
Tuesday Tool Tip – Customize Report Dashboard
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...
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 – Customer List Setting
Customer List Setting - Amount Owed vs Balance: There is a new Customer List Setting that allows each company to determine which value appears. Now, companies can either display...
Tuesday Tool Tip – Calendar Auto Sync
Calendar Auto Sync Setting: With Version 15.5 of the App, we released a Calendar Auto Sync setting. With this setting activated, the technician's calendar on the app will...