{"id":5841,"date":"2024-09-30T06:38:35","date_gmt":"2024-09-30T06:38:35","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/"},"modified":"2024-10-03T08:06:02","modified_gmt":"2024-10-03T08:06:02","slug":"p3-hvac-software-customer-report-updates","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/","title":{"rendered":"Tuesday Tool Tip &#8211; Customer Report Updates"},"content":{"rendered":"<h2>Customer Report Updates<\/h2>\n<p>Customer Report Update #1 &#8211; for those companies taking advantage of the <a href=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-dispatching-zones\/\">Dispatching Zone functionality<\/a>, we have added the ability to filter the Customer Report by Zones.<\/p>\n<p>This gives you the ability to create a list of all customers in a particular zone.\u00a0 From here you can target your customers for marketing purposes.\u00a0 This will allow you to concentrate your calls in an area and minimize drive time.<\/p>\n<p>In addition, we added the Zone as a column in the spreadsheet. So, you could select all customers in the main report and export it to Excel.\u00a0 Then, within the spreadsheet itself you can sort and filter &#8211; two different ways to accomplish the same thing.<\/p>\n<p>Customer Report Update #2 &#8211; we have included the Sales Tax Code in the spreadsheet that is downloaded. Now companies can quickly determine if all of the sales tax codes are set correctly for their customer base via the spreadsheet.<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Customer Report &#8211; Zone Filter<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3143 size-full\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Report-Zone-Filter.png\" alt=\"Customer Report Zone Filter\" width=\"796\" height=\"625\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Click into the Field to Select a Particular Zone<\/strong><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3144\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Select-a-Zone.png\" alt=\"Select a Zone\" width=\"752\" height=\"676\" \/><\/p>\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<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customer Report Updates Customer Report Update #1 &#8211; for those companies taking advantage of the Dispatching Zone functionality, we have added the ability to filter the Customer Report by Zones. This gives you the ability to create a list of all customers in a particular zone.\u00a0 From here you can target your customers for marketing [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":5304,"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":[436,388,422,410,400,365,386,335],"class_list":["post-5841","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-customer-report","tag-hvac-business-solutions","tag-hvac-customer-management","tag-hvac-customer-search","tag-hvac-customer-software","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 - Customer Report Updates<\/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-report-updates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tuesday Tool Tip - Customer Report Updates\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/\" \/>\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=\"2024-09-30T06:38:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T08:06:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Report-Zone-Filter.png\" \/>\n\t<meta property=\"og:image:width\" content=\"796\" \/>\n\t<meta property=\"og:image:height\" content=\"625\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\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=\"1 minute\" \/>\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-report-updates\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; Customer Report Updates\",\"datePublished\":\"2024-09-30T06:38:35+00:00\",\"dateModified\":\"2024-10-03T08:06:02+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/\"},\"wordCount\":264,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#organization\"},\"image\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Report-Zone-Filter.png\",\"keywords\":[\"Customer Report\",\"HVAC Business Solutions\",\"HVAC Customer Management\",\"HVAC Customer Search\",\"HVAC Customer Software\",\"HVAC Software\",\"P3 Software\",\"P3-HVAC Software\"],\"articleSection\":[\"Tuesday Tool Tip\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/\",\"url\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/\",\"name\":\"Tuesday Tool Tip - Customer Report Updates\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Report-Zone-Filter.png\",\"datePublished\":\"2024-09-30T06:38:35+00:00\",\"dateModified\":\"2024-10-03T08:06:02+00:00\",\"description\":\"Excerpt\",\"breadcrumb\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#primaryimage\",\"url\":\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Report-Zone-Filter.png\",\"contentUrl\":\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Report-Zone-Filter.png\",\"width\":796,\"height\":625},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/myweburls.com\/hvacbusiness\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Tuesday Tool Tip &#8211; Customer Report Updates\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#website\",\"url\":\"https:\/\/myweburls.com\/hvacbusiness\/\",\"name\":\"HVAC Business Solutions\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/myweburls.com\/hvacbusiness\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#organization\",\"name\":\"HVAC Business Solutions\",\"url\":\"https:\/\/myweburls.com\/hvacbusiness\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/11\/P3_HVAC_logo_blue-JPEG-091624-scaled.jpg\",\"contentUrl\":\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/11\/P3_HVAC_logo_blue-JPEG-091624-scaled.jpg\",\"width\":2560,\"height\":1811,\"caption\":\"HVAC Business Solutions\"},\"image\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/hvacbusinesssolutions\",\"https:\/\/www.instagram.com\/hvacbiz\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\",\"name\":\"Brian Starzec\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c0e240850401c5181e9ad5c7a05f7e18?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c0e240850401c5181e9ad5c7a05f7e18?s=96&d=mm&r=g\",\"caption\":\"Brian Starzec\"},\"url\":\"https:\/\/myweburls.com\/hvacbusiness\/author\/wphvac2017\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Tuesday Tool Tip - Customer Report Updates","description":"Excerpt","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/","og_locale":"en_US","og_type":"article","og_title":"Tuesday Tool Tip - Customer Report Updates","og_description":"Excerpt","og_url":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/","og_site_name":"HVAC Business Solutions","article_publisher":"https:\/\/www.facebook.com\/hvacbusinesssolutions","article_published_time":"2024-09-30T06:38:35+00:00","article_modified_time":"2024-10-03T08:06:02+00:00","og_image":[{"width":796,"height":625,"url":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Report-Zone-Filter.png","type":"image\/png"}],"author":"Brian Starzec","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Brian Starzec","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#article","isPartOf":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/"},"author":{"name":"Brian Starzec","@id":"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f"},"headline":"Tuesday Tool Tip &#8211; Customer Report Updates","datePublished":"2024-09-30T06:38:35+00:00","dateModified":"2024-10-03T08:06:02+00:00","mainEntityOfPage":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/"},"wordCount":264,"commentCount":0,"publisher":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/#organization"},"image":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#primaryimage"},"thumbnailUrl":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Report-Zone-Filter.png","keywords":["Customer Report","HVAC Business Solutions","HVAC Customer Management","HVAC Customer Search","HVAC Customer Software","HVAC Software","P3 Software","P3-HVAC Software"],"articleSection":["Tuesday Tool Tip"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/","url":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/","name":"Tuesday Tool Tip - Customer Report Updates","isPartOf":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/#website"},"primaryImageOfPage":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#primaryimage"},"image":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#primaryimage"},"thumbnailUrl":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Report-Zone-Filter.png","datePublished":"2024-09-30T06:38:35+00:00","dateModified":"2024-10-03T08:06:02+00:00","description":"Excerpt","breadcrumb":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#primaryimage","url":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Report-Zone-Filter.png","contentUrl":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Report-Zone-Filter.png","width":796,"height":625},{"@type":"BreadcrumbList","@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-report-updates\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/myweburls.com\/hvacbusiness\/"},{"@type":"ListItem","position":2,"name":"Tuesday Tool Tip &#8211; Customer Report Updates"}]},{"@type":"WebSite","@id":"https:\/\/myweburls.com\/hvacbusiness\/#website","url":"https:\/\/myweburls.com\/hvacbusiness\/","name":"HVAC Business Solutions","description":"","publisher":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/myweburls.com\/hvacbusiness\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/myweburls.com\/hvacbusiness\/#organization","name":"HVAC Business Solutions","url":"https:\/\/myweburls.com\/hvacbusiness\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/logo\/image\/","url":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/11\/P3_HVAC_logo_blue-JPEG-091624-scaled.jpg","contentUrl":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/11\/P3_HVAC_logo_blue-JPEG-091624-scaled.jpg","width":2560,"height":1811,"caption":"HVAC Business Solutions"},"image":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/hvacbusinesssolutions","https:\/\/www.instagram.com\/hvacbiz\/"]},{"@type":"Person","@id":"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f","name":"Brian Starzec","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c0e240850401c5181e9ad5c7a05f7e18?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c0e240850401c5181e9ad5c7a05f7e18?s=96&d=mm&r=g","caption":"Brian Starzec"},"url":"https:\/\/myweburls.com\/hvacbusiness\/author\/wphvac2017\/"}]}},"_links":{"self":[{"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/posts\/5841"}],"collection":[{"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/comments?post=5841"}],"version-history":[{"count":9,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/posts\/5841\/revisions"}],"predecessor-version":[{"id":6734,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/posts\/5841\/revisions\/6734"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/media\/5304"}],"wp:attachment":[{"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/media?parent=5841"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/categories?post=5841"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/tags?post=5841"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}