Feature Requests

Make P3 better - request a feature or vote for one. Popular requests are frequently incorporated into the software.

Automated Customer Notes for Upcoming Appointment Completed
- Mike Roberson
- February 25, 2020 21:21
5 votes 0 comments
Ability to export Email/Text Reports to Excel Completed
- Kelly Lemke
- February 05, 2020 20:45
1 vote 0 comments
Better handling of customer credit on account
- G Bradley
- January 09, 2020 15:23
4 votes 0 comments
Financing Fees Adjustment - Invoice
- Erika Seiler
- December 18, 2019 23:31
4 votes 1 comment
Ability to Track which Finance Program was Used by a Customer when Financing Equipment Completed
- Brian Starzec
- November 25, 2019 18:18
1 vote 0 comments
Income Report By Diagnostic Fee Type
- Brian Starzec
- November 22, 2019 18:13
0 votes 0 comments
Drag and drop feature on dispatch board Completed
- Brian Boykin
- November 01, 2019 18:36
12 votes 0 comments
ESM - Within Custom Proposal Provide Ability to Add a Pre-Defined Complete System
- Brian Starzec
- October 23, 2019 23:34
1 vote 0 comments
Ability to Modify Entire Appointment Confirmation Email Completed
- Brian Starzec
- October 23, 2019 23:31
2 votes 0 comments
Make Assigning Multiple Techs Easier Completed
- Brian Starzec
- October 23, 2019 23:11
9 votes 0 comments
Customer Report - View by Activity or No Activity in a Specific Time Period Completed
- Brian Starzec
- October 23, 2019 23:09
2 votes 0 comments
Setting to Auto Send the Invoice to Customer when Invoice Status is Complete & Paid
- Brian Starzec
- October 23, 2019 23:08
3 votes 0 comments
Ability to Text Customers their Tune Up Reminder, as opposed to Email Only Completed
- Brian Starzec
- October 23, 2019 23:07
2 votes 1 comment
Put the Process of Adding a Repair to an Invoice into Steps, like with the Service Agreement Completed
- Brian Starzec
- October 23, 2019 23:05
0 votes 0 comments
When an ESM Proposal is Accepted with a Service Agreement, Create the Service Agreement in the Customer Record
- Brian Starzec
- October 23, 2019 23:04
4 votes 2 comments
Ability to Set a Default Sales Tax Code Completed
- Brian Starzec
- October 23, 2019 23:01
1 vote 0 comments
Ability for each Company to Change the Legend on the Diagnostic
- Brian Starzec
- October 23, 2019 23:00
1 vote 0 comments
Ability to Change the Title of the Invoice on the Web Completed
- Brian Starzec
- October 23, 2019 22:59
1 vote 0 comments
Ability for the Company to Reset their ESM Proposal Counter Completed
- Brian Starzec
- October 23, 2019 22:56
0 votes 0 comments
Ability to Delete you their own ESM Templates Completed
- Brian Starzec
- October 23, 2019 22:55
2 votes 0 comments
Ability to switch between Canadian and USA address formats per customer
- Brian Starzec
- October 23, 2019 22:54
0 votes 0 comments
Make the Pre-Appointment Survey tied to a Service Call Type, so only one displays
- Brian Starzec
- October 23, 2019 22:52
2 votes 0 comments
ESM - Ability to switch from Cash to Financing on an individual proposal Completed
- Brian Starzec
- October 23, 2019 22:48
3 votes 0 comments
Provide Tech with Driving Instructions Completed
- Brian Starzec
- October 23, 2019 22:46
5 votes 0 comments
Ability to search by check number on the invoice list Completed
- Brian Starzec
- October 22, 2019 02:47
2 votes 0 comments
Service call description library
- Brian Starzec
- October 22, 2019 02:46
0 votes 0 comments
When creating a new customer, automatically create a system Completed
- Brian Starzec
- October 22, 2019 02:45
1 vote 0 comments
Ability to Remove Payment Options
- Brian Starzec
- October 22, 2019 02:25
1 vote 0 comments
Ability to customer the invoice email message before it is sent. Completed
- Brian Starzec
- October 22, 2019 02:21
3 votes 0 comments
Ability to Email the P3 Invoice as a PDF Attachment Completed
- Brian Starzec
- October 22, 2019 02:20
3 votes 0 comments

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