The P3 System

First Time Here? Start with an introduction to the system.

Videos

First Time Here? Watch tutorial videos.

Logging on to the P3 system

First Time Here? Logging onto the P3 System.

Main Application Window

This will give you a good overview of the main application window.

Job List

Manage jobs via the job list.

Job Calendar

An overview of the job calendar.

My Settings Window

Configure application settings.

Supplier List

Manage suppliers.

Customer Manager Window

Customer Management.

Item Manager Window

Manage system items.

Enterprise Settings

Manage system items.

Change Password

How to change your password.

Managing Jobs and Orders

Jobs and orders.

Tracking Your Results

Manage system items.

Job Workflow

An overview of the job lifecycle.

Job Master Window

How to manage jobs in the job master window.

Entering Job Specifications

Adding specifications to job records.

Notes and History Tab

Adding notes and recording job history.

Cost Data Tab

Edit the cost data.

Bid Comparison Window

Compare multiple bids.

Job Order Window

How to order a job.

Job Master Menu

How to order a job.

Rate Cards

An overview of RateCards.

Managing Project, Proposals and Invoices

How to send proposals and invoices and manage customer information.

Project Workflow

Managing the project cycle.

Project Proposal Builder

Managing the project cycle.

Project Invoice Builder

How to build invoices.

Project Job List

An overview of the project job list.

Project Summary Reports

Generate summary reports for a project.

Quickbooks Invoice Integration

Send invoices to Quickbooks via P3's integration.

Order Builder

Create orders with the order builder.

Reporting System

How to generate and manage reports.

System Management and Administration

Instructions for system administration.

Features

Managing the project cycle.

Auto Backup

Configuring automatic backup.

Apendicies and Other Resources

Configuring automatic backup.

Release Notes System

View the P3Source and P3Connect release notes.

P3Source Current Release Notes

Configuring automatic backup.

P3Source Older Release Notes

Configuring automatic backup.

P3Connect Current Release Notes

Configuring automatic backup.

P3Connect Older Release Notes

Configuring automatic backup.

Support Articles

Frequently Asked Questions.

Features

Managing the project cycle.

How To

Managing the project cycle.

Overview

Managing the project cycle.

Tips for using P3Expeditor

Tips for using.

Troubleshooting

Troubleshooting.

Data Security and Disaster Recovery

P3's Security, Disaster Recovery and HA policies.

Whitelist Information

How to Whitelist the P3 SMTP and IPs.