Reconciliation Report: Ever want to know at the same time, quickly and easily, the following: is the service call done, is the diagnostic complete, is the invoice created and...
P3-HVAC Software
Tuesday Tool Tip – Report Dashboard
Report Dashboard represents a major update to the P3 software. With the functionality each administrator (dispatcher, service manager, owner) with access to the P3 Command...
Tuesday Tool Tip – Customize Report Dashboard
How to Customize the Report Dashboard Once, activated each person at the company can customize their individual Report Dashboard. Click the "My Dashboard" icon In the upper right...
Tuesday Tool Tip – Report Dashboard Widget Attributes
Report Dashboard Widget Attributes Here are the key Report Dashboard Widget Attributes: Title - there is a default title, but each can be customized Settings - this is where you...
Tuesday Tool Tip – Customize Report Widget
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....
Tuesday Tool Tip – Part Numbers
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...
Tuesday Tool Tip – Phone App
Phone App P3 has launched a new version of the App, named the Phone App, specifically for iPhone and Android phones. This App will have all of the same functionality as the...
Tuesday Tool Tip – New Proposal Display
New Proposal Display Over the weekend, P3 HVAC Software released a new Proposal Display option for Equipment Proposals. With the setting, the Proposal Comparison view can be...
Tuesday Tool Tip – Customer Loyalty Report
Customer Loyalty Report P3 provides a Customer Loyalty Report to see how long customers have been on your Service Agreement program. The report can be found from the main Reports...
Tuesday Tool Tip – Customer In Active Details
Customer In Active Details Ever have a situation where you come across a customer, they are marked In Active, but you don't know how that happened? Well, on the P3 Customer...
Tuesday Tool Tip – Reports Zone Filter
Reports Zone Filter A Zone Filter has been added to several Reports in P3. The filter was added to the Customer List page, the Invoice Report and Service Call Report. Zones are a...
Tuesday Tool Tip – Completed Recurring Billing Report New Filter
Completed Recurring Billing Report New Filter On the Completed Recurring Billing Report, we have added an Invoice Status Filter to more easily find invoices that did not process...