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...
P3-HVAC Software
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...
Tuesday Tool Tip – P3 HVAC Software – Dispatch Board Display Setting
HVAC Invoicing - Dispatch Board Display Setting When you are viewing the Dispatch Calendar, there are two different ways to view appointment details. Dispatch Board - Rollover...
Tuesday Tool Tip – P3 HVAC Software – Dispatch Board Short Cut
HVAC Invoicing - Dispatch Board Short Cut This week we are concentrating on an overlooked dispatching short cut - how to move a service call from the Dispatch Board itself,...
Tuesday Tool Tip – P3 HVAC Software – Email & Text Personalization Variables
Email and Text Personalization Variables This week we discuss how Email and Text Communications can be tailored to the individual customer through the use of Personalization...
Tuesday Tool Tip – P3 HVAC Software – Dispatching Zones
Dispatching Zones As part of our Dispatching enhancement, P3 has introduced the concept of Zones to help dispatchers improve dispatching efficiency and to eliminate unnecessary...
Tuesday Tool Tip – Email Personalization Variables for Tune Ups
Email Personalization Variables for Tune Ups and Online Dispatching A couple weeks ago we discussed how Personalization variables can be used to send more customer-specific...
Tuesday Tool Tip – Change Invoice Title
Change Invoice Title P3 has 2 general titles for the Invoice and this week discuss how to change the invoice title. Pre-Approval Title Before the work is approved by the...
Tuesday Tool Tip – New Lead Source Setting when Creating a Service Call
New Lead Source Setting when Creating a Service Call This week we discuss a new Dispatch Setting that allows a company to set a default Lead Source when creating new Service...
Tuesday Tool Tip – Report Permissions
In an effort to provide even more administrative control, P3 now has the ability to set the Report permissions on a per user basis. Permissions Background "Super Admin" users in...
Tuesday Tool Tip – P3 HVAC Software – Dispatch Boards
HVAC Dispatching - Multiple Dispatch Boards P3 has introduced a new dispatching concept called a Dispatch Board. Each company will have a default "Company Wide Dispatch Board" to...