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.
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 […]
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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
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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 on the page you will see a new field for Pin Color. From here, you can select from among 25 colors. The pin color
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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 number in the To Do List represents the number of Overdue Tasks. Now, with the new setting, you can change it
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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 many text alerts. The new setting provides additional options to the automatic, immediate text notification upon any change to the current calendar. Now we provide a manual
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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 with a dedicated account manager, each page will display: Account Manager name Account Manager Phone Number Link to schedule time with your account manager Please note,
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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 Service Agreements. At the top of the table, there is field that allows you to decide which service agreements to display. There are three options:
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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 components of an equipment sale are presented at a single price to the customer, the same can be done with a regular service invoice. This
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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 button will appear in the upper right hand corner next to the other action icons. When the button is clicked you will have
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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 displayed in the Regular Amount column. As a default, the software places the cost of the Service Agreement in both the Service Agreement column and the Regular
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