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...
P3-HVAC Software
Tuesday Tool Tip – Equipment Proposal Expiration Date
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...
Tuesday Tool Tip – Files and Folders
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...
Tuesday Tool Tip – Invoice Setting for Service Agreements
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...
Tuesday Tool Tip – Copy Invoice
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...
Tuesday Tool Tip – Invoice Bundles
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...
Tuesday Tool Tip – Customer Record Display Setting
Customer Record Display Setting - Service Agreement Table When viewing a customer record from the Command Center, there is a table to display the status of both past and current...
Tuesday Tool Tip – Find Support Quickly
Find Support Quickly To make it easier to find support quickly, we recently added your Account Manager information on the left hand menu below the Settings. For those companies...
Tuesday Tool Tip – Schedule Change Text Notification Setting
Schedule Change Text Notification Setting P3 just released a new setting to reduce the number of technician schedule change text notifications if you feel they are getting too...
Tuesday Tool Tip – To Do List Setting
To Do List Setting Tired of seeing a large To Do List number? Well, P3 has a new To Do List Setting where you can change the meaning of the number displayed. Currently, the...
Tuesday Tool Tip – New App Calendar View
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...
Tuesday Tool Tip – New Invoice Setting
New Invoice Setting P3 released a new Invoice Setting allowing companies the ability to control the grey, "Add Parts" button. The setting is on the Invoice General Settings...