Important Links and Resources

• Cheat Sheet - Command Center - Admin/Dispatching
• Cheat Sheet - App - Technician
• Office Manager and Technician Guide to the App
• Personalization To Do List

Quick Start - Command Center (the Web)

• How to Login to the P3 Command Center
• P3 Command Center Overview
• Quick Start--Managing Customer Records and Invoices
• Quick Start - Dispatching Basics

Quick Start - Tech App (iPad or Tablet Application for Technicians)

• P3 App Overview
• How to Install the P3 App on an iPad
• Quick Start - Technician App Training
• How to Install the P3 App on an Android Tablet

Training

• Lesson 1 - Customers and Dispatching
• Lesson 2: Invoicing and Flat Rate
• Lesson 3: Service Agreements and Diagnostic Checklists
• Lessons 4 & 5: ESM and Tech App Trainings

Customer Record Videos

• Customer Record - General Overview
• Customer Record - General Information Section
• Customer Record - Billing Address Section
• Customer Record - Service Location Activity Tables
• Customer Record - Service Location Fields and Buttons
• Customer Record - Merge Customers

See all 7 articles

Diagnostic Checklist Videos

• Diagnostics - Overview for Diagnostic Checklists
• How to Edit Diagnostic Checklists from the Command Center
• How to Link a Diagnostic Checklist to an Invoice (02:57)
• Tech App - Creating a Diagnostic Checklist

Dispatching

• Dispatch Basics Training
• Generic Appointments
• Customer Confirmation of Appointment
• Dispatching - Setting - Double Booking Feature

ESM (Equipment Proposals) Videos

• New ESM Proposal Process - (11.0 ESM - Webinar 1)
• How P3 Calculates the Price of Equipment
• ESM - Generic vs Specific Complete Systems
• ESM - Manage Install Materials
• ESM - Custom Proposals (LEGACY PRE 11.0 STEP-BY-STEP METHOD)
• ESM - Sales Tax Discussion on Equipment Proposals (LEGACY PRE 11.0 STEP-BY-STEP METHOD)

See all 7 articles

Flat Rate Pricing Videos

• Flat Rate Overview
• Flat Rate - How P3 Calculates Repair Prices
• How to find Flat Rate Settings
• Flat Rate - How to Change Your Labor Rates
• Flat Rate - How to Override the System Repair Price
• How to Create Repairs - Background

See all 9 articles

Invoicing Videos

• Invoicing - General Overview
• Invoicing - How to Add Items to the Invoice
• Invoicing - Invoice Status Overview
• Invoicing - Edit Customer Information
• Reports - Find Invoice
• Invoicing - Settings Overview

See all 11 articles

Service Agreement Videos

• Service Agreement - Setup Overview
• Creating Service Agreement from Invoice
• Creating Service Agreement from Customer Record
• Service Agreement Renewal
• Complete a Tune Up for a Service Agreement attached to Multiple Systems
• Service Agreements - Monthly Billed Service Agreements

See all 9 articles

Tech App Videos

• Tech App - Overview of the App
• Install iOS App on iPad
• Install App on Android Tablet
• Tech App - Service Call Overview
• Tech App - Flat Rate Overview
• Tech App - Invoice Overview

See all 17 articles