{"id":5765,"date":"2024-09-30T06:38:23","date_gmt":"2024-09-30T06:38:23","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-and-invoice-search\/"},"modified":"2024-10-03T08:06:03","modified_gmt":"2024-10-03T08:06:03","slug":"p3-hvac-software-customer-and-invoice-search","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-and-invoice-search\/","title":{"rendered":"Tuesday Tool Tip &#8211; P3 HVAC Software &#8211; Customer and Invoice Search"},"content":{"rendered":"<h2>Customer and Invoice Search &#8211; Auto-Fill Results<\/h2>\n<p>New Customer and Invoice Search functionality is found in the search tool bar at the top of the page.\u00a0 \u00a0Here, perform a search and the software will auto-fill search results as they are typed in.<\/p>\n<p>Enter 3 characters into the search bar and the software will start to display the results as long as there are 25 or fewer results. If there are more than 25 results, then more characters will need to be entered in order to whittle down the results.<\/p>\n<h3>Search Results Functionality<\/h3>\n<p>When the results display, there are two short cuts available:<\/p>\n<ul>\n<li>Edit Customer Record<\/li>\n<li>Create New Service Call<\/li>\n<\/ul>\n<p>From the results, you can decide to edit the customer record, create a new service call or if the search results do not find the desired customer, a new one can be created from the results page.<\/p>\n<h3>Same Search Functionality<\/h3>\n<p>The search functionality is the same in that you can search on:<\/p>\n<ul>\n<li>Name<\/li>\n<li>Phone<\/li>\n<li>Address<\/li>\n<li>Email Address<\/li>\n<\/ul>\n<p style=\"text-align: center;\"><strong>Example Customer Search<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2725 size-full\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Search-1.jpg\" alt=\"Customer Search Example\" width=\"671\" height=\"383\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Edit Customer Record Short Cut<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2726\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Search-1-a.jpg\" alt=\"Customer Search - Edit Customer Short Cut\" width=\"671\" height=\"383\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Create New Service Call Short Cut<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2727\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Search-1-2.jpg\" alt=\"Customer Search - Create Service Call Short Cut\" width=\"671\" height=\"383\" \/><\/p>\n<hr \/>\n<div style=\"text-align: center;\"><strong>Customer Search &#8211; Create New Customer\u00a0<\/strong><b>Record<\/b><\/div>\n<div style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2728\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Search-2.jpg\" alt=\"Customer Search - Create New Customer Record\" width=\"714\" height=\"398\" \/><\/div>\n<h3>Invoice Search<\/h3>\n<p>In the search bar, there is now an arrow icon. Once clicked, it will display a window to toggle between searching on customers and invoices.<\/p>\n<p>The Invoice Search currently searches on the Invoice Number.<\/p>\n<p>Once the results are displayed, you can click to Edit the Invoice or Email the Invoice to the Customer.<\/p>\n<p style=\"text-align: center;\"><strong>Switch to Search by Invoice<\/strong><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2729\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Invoice-Search-1.jpg\" alt=\"Switch to Invoice Search\" width=\"807\" height=\"408\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><b>Now We Can Search by Invoice<\/b><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2730\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Invoice-Search-2.jpg\" alt=\"Invoice Search\" width=\"809\" height=\"405\" \/><\/p>\n<p style=\"text-align: center;\"><strong>Invoice Search &#8211; Edit Invoice Short Cut<\/strong><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2731\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Invoice-Search-3.jpg\" alt=\"Invoice Search - Edit Invoice\" width=\"807\" height=\"436\" \/><\/p>\n<p style=\"text-align: center;\"><strong>Invoice Search &#8211; Email Invoice Short Cut<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2732\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Invoice-Search-4.jpg\" alt=\"Invoice Search - Email Invoice\" width=\"807\" height=\"436\" \/><\/p>\n<h2><\/h2>\n<hr \/>\n<h2>About P3 HVAC Software<\/h2>\n<p>We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.\u00a0 \u00a0Please use this link to schedule a <a href=\"https:\/\/myweburls.com\/hvacbusiness\/lets-talk\/\">free demo of P3 HVAC Software<\/a>.\u00a0 Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.\u00a0 Lastly, current users of P3 HVAC Software, please be sure to join our <a href=\"https:\/\/www.facebook.com\/groups\/739653930048406\">Private Facebook Group<\/a> for great discussions with other HVAC Companies on how they are using the software for their HVAC business.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customer and Invoice Search &#8211; Auto-Fill Results New Customer and Invoice Search functionality is found in the search tool bar at the top of the page.\u00a0 \u00a0Here, perform a search and the software will auto-fill search results as they are typed in. Enter 3 characters into the search bar and the software will start to [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":5109,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"slim_seo":[],"footnotes":"","_links_to":"","_links_to_target":""},"categories":[329],"tags":[388,410,411,365,386,335],"class_list":["post-5765","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-hvac-business-solutions","tag-hvac-customer-search","tag-hvac-invoice-search","tag-hvac-software","tag-p3-software","tag-p3-hvac-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.8 (Yoast SEO v23.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tuesday Tool Tip - P3 HVAC Software - Customer and Invoice Search<\/title>\n<meta name=\"description\" content=\"Excerpt\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-and-invoice-search\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tuesday Tool Tip - P3 HVAC Software - Customer and Invoice Search\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-and-invoice-search\/\" \/>\n<meta property=\"og:site_name\" content=\"HVAC Business Solutions\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/hvacbusinesssolutions\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-30T06:38:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T08:06:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Search-1-2.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"671\" \/>\n\t<meta property=\"og:image:height\" content=\"383\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Brian Starzec\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Brian Starzec\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-and-invoice-search\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-and-invoice-search\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; 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