5 Tips for More Reviews: This week we discuss 5 tips to gain more reviews. 1) Use the P3 Review Module 2) Automate the Review Request 3) Follow up within 1 day if not received...
Tuesday Tool Tip
Tuesday Tool Tip – Techs – How to Find Account Manager Info
How to Find Account Manager Info: Techs, if you are on the app and you ever need help or have a question, your account manager's contact information is just a click away. From...
Tuesday Tool Tip – Overdue Invoice Report Updates
Overdue Invoice Report Updates: Over the weekend we made some updates to the Overdue Invoice Report. Specifically, there were 3 updates: Ability to Search by Customer Displaying...
Tuesday Tool Tip – 2 Way Text Conversation from Website
How to Initiate 2 Way Text Conversation from Website: Within P3 HVAC Software, there is a setting to place a widget on your website that allows visitors to start a 2 way text...
Tuesday Tool Tip – Report Dashboard Widget Attributes
Report Dashboard Widget Attributes Here are the key Report Dashboard Widget Attributes: Title - there is a default title, but each can be customized Settings - this is where you...
Tuesday Tool Tip – Customize Report Widget
Customize Report Widget How to customize Report Widget is very straightforward and easy. Please see the video for a brief discussion and example of customizing a Report Widget....
Tuesday Tool Tip – Setting to More Easily See Customer Notes on Invoice
New Settings to More Easily See Customer Notes on Invoice: We created two new settings to more quickly and easily get to the Customer Notes on an Invoice, without having to drill...
Tuesday Tool Tip – Customer List Setting
Customer List Setting - Amount Owed vs Balance: There is a new Customer List Setting that allows each company to determine which value appears. Now, companies can either display...
Tuesday Tool Tip – Calendar Auto Sync
Calendar Auto Sync Setting: With Version 15.5 of the App, we released a Calendar Auto Sync setting. With this setting activated, the technician's calendar on the app will...
Tuesday Tool Tip – Reviews
Review Module: With Version 16.0 of the software, P3 has released its Reviews Module. Companies now have multiple ways to request reviews within the software in addition to the...
Tuesday Tool Tip – Remote Invoice Settings
Remote Invoice Settings: P3 recently made an update regarding Remote Invoice interactions with your customers. In past, the ability to Accept the Invoice and to Approve the Work...
Tuesday Tool Tip – Reconciliation Report
Reconciliation Report: Ever want to know at the same time, quickly and easily, the following: is the service call done, is the diagnostic complete, is the invoice created and...