Watch this video for the quickest way to get started in P3!   This will take you through the quickest way to view the Customer Record and straight into how to build an invoice.  You can view the other videos in Customer Records and Invoices for a deeper dive into each subject, which we do wholeheartedly recommend!

Search Customer Record (0:16)

• (1:01) - Service Location and Changing Service Location

System and Equipment Settings (1:15)

• (2:07) - Create New System
• (2:30) - Create New Equipment
  •  (3:22) - Adding Warranty Information
  • (3:45) - Uploading Photos

Create New Filter (4:22)

• (4:22) - Add New Filter Type if not available New System

Creating an Invoice (5:37)

• (6:11) - Service Call Type
  • (6:21) - Invoice Status
  • (7:29) - Linking Invoice to Service Call
  • (8:17) - Invoice Details
  • (9:48) - Add System Repair Button (Flat Rate Pricing Library)
  • (10:43) - Add Repair Button (does not add to System Repair Library)
  • (12:05) - Add System Part Button (no labor included)
  • (12:55) - Editing a Price
  • (12:05) - Adding Notes to Invoice
  • (15:25) - Service Agreements
  • (17:30) - Posting Payment
  • (19:00) – Basic Service Agreement Management