P3-HVAC Software created by HVAC Business Solutions. P3 provides everything an HVAC company needs to run their day-to-day operations. The HVAC Software consistents of the following core modules: HVAC Equipment Sales, HVAC Service Agreement Management, HVAC Diagnostics, CRM, Dispatching, Invoicing, Flat Rate Pricing, Timesheets, Reporting and Equipment Repair vs Replace.
HVAC Business Solutions is committed to your success and is focused on providing a solution as opposed to just software. When you purchase P3-HVAC Software, you are assigned an Account Manager who listens to your needs and configures the software to match the needs of your HVAC company.
In addition, Account Managers at P3-HVAC Software are responsible for training your team. The Account Manager will have multiple online training sessions with your office team and technicians to make sure they all understand how to perform their day-to-day duties expertly.
Another part of P3-HVAC Software is our P3 Help Desk which is our 24/7 portal that provides further support. The P3 Help Desk contains help articles, training videos, software discussions and information about future updates to the software. These are some of the measure we take to make sure your company will be successful on our software.
NHVAC Invoicing – Diagnostic Fees In this week’s article we are discussing how to change or add new Diagnostic Fees. Diagnostic Fees are used in 2 places in the software. One, when creating a new Service Call. This is how the dispatcher can confirm with the customer the fee that should be expected for sending …
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HVAC Software – Super Administrator Another feature that far too many companies are surprised to learn about is our “Super Admin” setting. The Super Admin setting allows a company to determine which of their administrators have the ability to set permissions for both themselves and others. This allows the company to set permissions for each …
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HVAC Dispatching- Technician Driving Directions As part of its suite of dispatching solutions, P3 HVAC Software provides a way to enable driving directions for the technician. Since most technicians are already using some type of app to provide driving directions, rather than re-invite the wheel, P3 software decided to integrate with these existing apps. Therefore, …
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HVAC Customer Management – Do No Service P3 now has a Do Not Service (DNS) flag. Once the flag is set for a Customer, that Customer is highlighted throughout the software to alert admins, dispatchers and technicians that the customer should not be serviced. How to Set the DNS Flag for a Customer Go to …
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HVAC Invoicing – Email Daily Recurring Billing Report Another great setting in P3 is the ability to receive a daily report summarizing all of the automatic activity related to recurring billing. Each day, P3 processes the recurring invoices first thing in the morning. These invoices include those associated with monthly service agreements and invoices that …
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HVAC Dispatching – Multiple Dispatch Boards P3 has introduced a new dispatching concept called a Dispatch Board. Each company will have a default “Company Wide Dispatch Board” to which all Dispatchers will have access. All technicians will appear on this Company Wide Dispatch Board. Now, each company will have the ability to create new Dispatch …
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HVAC Dispatching – Daily Service Call Report There is a new setting in P3 that when activated, will email each morning a report with the service call details for the upcoming day. The report is a simple excel spreadsheet that contains all of the service call details (arrival window, tech assigned, call type, description, etc) …
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HVAC Dispatching – Technician Skill Set A great new feature in P3 is the ability to set the Technician’s Skill Set so that it is visible when booking a service call. This feature is great for new dispatchers who are unfamiliar with their technician’s abilities. In addition, it helps with existing dispatchers by providing immediate …
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HVAC Dispatching – Important Note The Important Note is the third type of Note that is excellent for dispatching. Often times, there is important information that the dispatcher needs to see so they can decide if that information is should be passed along to the Technician. For example, messages that are important during tune ups …
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HVAC Dispatching – Revenue Note The Revenue Note is another excellent tool for dispatching. Often times, there are specific recommendations made by a technician or comments made by the customer that represent a need for a product or service. Since these are revenue opportunities, we created a way to flag these notes separately so they …
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