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...
P3-HVAC Software
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 – Technician Pin Color
Technician Pin Color Want to change the pin colors of the Technicians? Well, now you can. From the Settings menu, go the Technician List. Click to edit the desired technician and...
Tuesday Tool Tip – Tags
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...
Tuesday Tool Tip – Open Call List Tags
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...
Tuesday Tool Tip – Saved Search
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...
Tuesday Tool Tip – Time Blocks
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...
Tuesday Tool Tip – Dynamic Arrival Windows
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...
Tuesday Tool Tip – Global Notes
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...
Tuesday Tool Tip – Archive Customer Notes
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...
Tuesday Tool Tip – Invoice – Disable Parts Button
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...