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.
Invoice Bundles On the P3 Invoice, companies can create invoice bundles – where multiple repairs are combined into a single invoice line item. Very much like how all of the components of an equipment sale are presented at a single price to the customer, the same can be done with a regular service invoice. This …
Copy Invoice P3 has the ability to copy or clone an invoice. Once the setting is activated, invoices can be copied from either the View or Edit Invoice page. The standard copy button will appear in the upper right hand corner next to the other action icons. When the button is clicked you will have …
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 »
Files and Folders P3 has a great way to share documents with the team via the Files and Folders functionality. From the Command Center, each company can upload files and organize them into folders. Files can be videos, PDFs or images. This is a great way to provide technicians with the latest company brochures, service …
Equipment Proposal Expiration Date P3 now has the ability to set an expiration date on equipment proposals. Given that costs are increasing rapidly, there is even more of a need to limit how long a proposal is valid for in order to ensure profitability on a proposed equipment replacement. This feature gives your company the …
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New App Calendar View In Version 12.0 of the software, we provided a way for the technicians to switch to a calendar view to see their calls. Now the technicians have the ability to view their appointments more closely to the way the dispatchers see the appointments for the team. In fact, with Version 12.0, …
To Do List The To Do List functionality is available for everyone at no additional cost. In fact there is no setting to turn on, just a new icon in the top tool bar. From here To Do List “Tasks” can be created for yourself, technicians or other office staff. Each company can easily create …
Drag and Drop Yes, we finally have it – Drag and Drop on the Calendar. With Drag and Drop you can easily move calls around and even move calls from the Open Call list onto the main dispatch calendar. To reschedule a call, simply left-click on the call and then drag it to the new …
Find that Money Have you flagged Revenue Notes for customers, but can’t remember who they were? Well, we added a new filter on the Customer Record to easily find all customers with a Revenue Note. Remember, Revenue Notes are a great way to flag revenue opportunities within your customer base. Whether it is a customer …
Customer Report Updates Customer Report Update #1 – for those companies taking advantage of the Dispatching Zone functionality, we have added the ability to filter the Customer Report by Zones. This gives you the ability to create a list of all customers in a particular zone. From here you can target your customers for marketing …
