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.
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 Calls. Service Call Lead Source Background We are all aware that when we create a new Service Call there are several fields that are […]
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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 customer, the “invoice” can be customized by each company to display a different title than “invoice”. Here, most companies use “Estimate” or “Proposal”. This title
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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 emails rather than generic emails. This week, we are discussing how the Personalization Variable can be used best in the Tune Up Reminder Email for those utilizing online Dispatching. Online
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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 travel time for technicians. Dispatch Board – 2 Modes Once the Zones functionality is activated for your account, the Dispatch Board will have two Modes – Status Mode and Zone
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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 Variables. What is a Personalization Variable? Personalization Variables are how the software takes something generic and makes it specific to a particular customer. For example, rather than talking about
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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, without having to drill into the service call. Move Service Call Short Cut From the main Dispatch Board a Service Call can be moved to
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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 Effect The first way is to tell the software that when the mouse moves into the time slot on the calendar, to automatically display the details. In this
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NHVAC Invoicing – Diagnostic Fees In this week’s article we are discussing how to change or add new Diagnostic Fees. Diagnostic Fees are used in 2 places in the software. One, when creating a new Service Call. This is how the dispatcher can confirm with the customer the fee that should be expected for sending
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HVAC Software – Super Administrator Another feature that far too many companies are surprised to learn about is our “Super Admin” setting. The Super Admin setting allows a company to determine which of their administrators have the ability to set permissions for both themselves and others. This allows the company to set permissions for each
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HVAC Dispatching- Technician Driving Directions As part of its suite of dispatching solutions, P3 HVAC Software provides a way to enable driving directions for the technician. Since most technicians are already using some type of app to provide driving directions, rather than re-invite the wheel, P3 software decided to integrate with these existing apps. Therefore,
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