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.
Part Numbers P3 has two fields on the Part record to capture Part Numbers. The first field is the Manufacturer Part Number. The second field is the Wholesale Part Number. Both of these Part Numbers can be added from the Parts List: From the Command Center, click on Settings Under the Flat Rate section, click …
Email Log Ever have a customer call to say they didn’t get an email? Well, with the Email Log Report, you can see the details of email if it has in fact bounced. The Email Log is found under the Reports section of the Command Center. On this report you will see either a green …
Invoice – Disable Parts Button P3 has a new setting – Disable Parts Button. By default, P3 has on the invoice a grey Parts Button. This is used for time and materials situations where you need to itemize the amount being charged for parts. On occasion the technician, in a rush, will click the grey …
Tuesday Tool Tip – Invoice – Disable Parts Button Read More »
Archive Customer Notes With Version 13.0, you can now Archive Customer Notes. Do you have notes that are old that you would like to remove from normal viewing, but they are important enough not to delete? Well, now with the Archive Notes features, you can hide them from the initial view. On the Customer Record …
Global Notes Global Notes and Global Contacts are a great way to share information across multiple locations for a given customer. From the Customer Record, in both the Notes and Contact tables, there is now a Globe icon. Click the Globe and the Note or Contact becomes “Global”, meaning it will be available on all …
Dynamic Arrival Windows Dynamic Arrival Windows is another new concept in Version 13.0. This is a Setting that must be activated, but when activated, the software automatically sets the Arrival Windows based on the start time of the appointment. For example, if you provide a 2 hour arrival window and an appointment is moved to …
Time Blocks Reserving Time Blocks on the Dispatch Calendar is a new concept in Version 13.0. This is a Setting that must be activated, but when activated, the software will provide a way to reserve or hold an appointment time on the calendar, without having to enter the details. This was designed for those peak …
Saved Search Saved Search is one of the highlights of the 13.0 release. With Saved Searches, you can conduct a search, including Tags, and then save the search criteria. This is a great time saver for frequent reports – like overdue invoices for the month. When you run a Saved Search in the future, the …
Open Call List Tags One subtle place Tags are used in the software are in the Open Call list. When you go to the main Dispatch Board, you have two options: Search the Open Call List by Tags Apply/Remove a Tag to an Open Call For example, maybe you are tagging Open Calls that have …
Tags Tags provide a way for each company to label information. Whether it is keeping track of which unpaid Invoices have been sent to collections or which new installation jobs have received their permit, Tags provide a way to better organize and categorize your data. The concept will have so many uses that it is …
