Customer Management

• How to Merge Customer Records?
• How to Merge Duplicate Service Locations on Same Customer Record

Equipment Sales

• ESM App - How to Add Items to a Proposal That Were Not Added During Setup
• ESM App - How to Delete and Decline Itmes on a Proposal
• ESM App – How to Change Financing or Add Discounts
• ESM App - How do I delete proposals?

Administrative Tasks

• Dashboard - Technician Leaderboard
• How to Deactivate a Technician
• How to Change the Part Markup Multiplier
• Should I Delete or mark a Technician Inactive?

Diagnostic Checklists

• How Diagnostics Work in P3
• How to Create Diagnostic Components

General Troubleshooting

• What are Repair Categories?