Overdue Invoice Report Upates: Over the weekend we made some updates to the Overdue Invoice Report. Specifically, there were 3 updates: Ability to Search by Customer Displaying the Total Amount Overdue across all Invoices Displaying Page Totals Overdue Invoice Report – Search by Customer If there are many outstanding invoices, it is now easier to […]
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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 the tablet app, on the left hand menu is a Help option. On the phone app, go to the Home Page and
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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 the review 4) Discuss the Review Process when booking the service call 5) Technician to mention the Review at end
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Remote Invoice Settings: P3 recently made an update regarding Remote Invoice interactions with your customers. In past, the ability to Accept the Invoice and to Approve the Work Completed were tied into a single setting. Now, they are separate settings. Companies asked for more flexibility where they wanted one option but not they other. Now,
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Review Module: With Version 16.0 of the software, P3 has released its Reviews Module. Companies now have multiple ways to request reviews within the software in addition to the ability to customize how the request for the review appears. The requests and reviews are tracked in the software allowing companies to see their top performing
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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 the Amount Owed or the Balance on the Customer List. The Balance amount is the total of all Invoices that have a status of Work Authorized
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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 automatically pull down new appointments in the background. The technician could be in another part of the app or not on his device at all, and the
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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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