P3-HVAC Software

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.

Tuesday Tool Tip – Overdue Invoice Report Updates

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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Notes Display

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 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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Old Equipment Report Example

Tuesday Tool Tip – Boost Sales this Summer by Targeting Old Equipment

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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