Customer Loyalty Report P3 provides a Customer Loyalty Report to see how long customers have been on your Service Agreement program. The report can be found from the main Reports side menu option, under the Service Agreement Section. The Report displays all Customers that have ever had a Service Agreement with your company. Then, for […]
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 Price” or the “Original Price”. Let’s walk through an example. Let’s say the customer paid $190 for a service agreement in 2021 and it was
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 agreement every step of the way. Starting with its sale, the software will record if it came from an invoice or from the customer record table.
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 the country. We will run the survey through the end of February and then publish the results in March. We will discuss the results
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 for a Customer with multiple systems is sold, the software adds multiple rows to the Service Agreement table – one for each system. While it only
Service Agreements provide Competitive Advantage & Big Business Opportunities During Pandemic P3 HVAC Software gives contractors a way to close more Service Agreement sales with a simple-to-use tool, while helping homeowners protect their equipment investment during a challenging time. “Our P3 HVAC Software helps companies sell more Service Agreements and creates a culture within the
Now more than ever, HVAC companies are facing fierce competition. Their “loyal” customers live in a world of Google and Yelp, where competitors are just a “click” away. A few decades ago, a company sticker on the side of the equipment or a refrigerator magnet was an effective method of acquiring repeat business. However, in