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...

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...
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...
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...
New Personalization Variables We recently added 3 new personalization variables to customize the communication when sending invoices. These variables include the first name, the...
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...
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...
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...
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...
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),...
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...
As part of our Dispatching enhancements, P3 has introduced 2-Way Text to allow companies to send and receive text messages from the Command Center to both Customers and...
Create Invoice Dispatching Setting Several companies like to create the invoice in the office and send it to the technician for completion. In this article, we discuss a dispatch...