Service Agreement Log P3 recently introduced a Service Agreement Log on the Customer record. This feature is a great way to see exactly what has happened with the service...
P3-HVAC Software
Tuesday Tool Tip – Service Agreement Auto-Renewal Setting
Service Agreement Auto-Renewal Price Setting There is a subtle setting is how to price a service agreement when it is auto-renewed. P3 has a setting to either use the "Current...
Tuesday Tool Tip – Remove Cancelled Calls from Calendar
Remove Cancelled Calls from Calendar Currently when a service call is cancelled it turns purple and remains on the calendar. While it is good to know that a call was previously...
Tuesday Tool Tip – New Personalization Variables
New Personalization Variables We recently added 3 new personalization variables to customize the communication when sending invoices. These variables include the first name, the...
Tuesday Tool Tip – Customer Report Updates
Customer Report Updates Customer Report Update #1 - for those companies taking advantage of the Dispatching Zone functionality, we have added the ability to filter the Customer...
Tuesday Tool Tip – Find that Money!
Find that Money Have you flagged Revenue Notes for customers, but can't remember who they were? Well, we added a new filter on the Customer Record to easily find all customers...
Tuesday Tool Tip – Drag and Drop
Drag and Drop Yes, we finally have it - Drag and Drop on the Calendar. With Drag and Drop you can easily move calls around and even move calls from the Open Call list onto the...
Tuesday Tool Tip – To Do List
To Do List The To Do List functionality is available for everyone at no additional cost. In fact there is no setting to turn on, just a new icon in the top tool bar. From here To...
Tuesday Tool Tip – 2 Way Text Report
2 Way Text Report The 2 Way Text Report is a great way to view all conversations at one time in a single place. The report includes all text communications with both customers...
Tuesday Tool Tip – HVAC Service Agreement Survey
HVAC Service Agreement Survey This week we are posting a link to a HVAC Service Agreement Survey that we are conducting. We want to track trends across the industry and across...
Tuesday Tool Tip – Email Invoice from Invoice Report
Email Invoice from Invoice Report We recently added the ability to email an invoice from the primary Invoice Report. Go to the Invoice Report. Search for your desired Invoice(s),...
Tuesday Tool Tip – Service Agreement Renewal
Service Agreement Renewal P3 has the ability to renew a service agreement that is tied to multiple systems at the same time. Service Agreement Background When a Service Agreement...