Full Feature List
Feature List
- Import existing Client's info, Equipment, Memberships from current software.
- Calendar
- VoIP – Call Recording - Marketing Tracking
- Scheduling
- Smart Dispatching
- Menu Pricing
- Text and Email Messaging
- Load Calculations – Heat Loss Heat Gain
- Price book - Flat Rate - T&M
- Upload photos and documents
- Estimates
- Invoicing
- Credit Cards & ACH Processing
- Purchase Orders
- Work Orders
- QuickBooks Integration - Online & Desktop
- Job Costing
- Inventory
- Maintenance/PM Agreement Manager
- Reports & KPI Dashboard
- Marketing
- Custom Documents
- Timesheets
- Payroll (Commissions, Task Pay, Piece Pay, PTO, Hourly OT, Comps)
- Geo-location - GPS
- Scheduling Portal
- Import existing clients
You will be able to transfer equipment, agreements, notes and normal client information in to ThermoGrid so you don't lose important information.
- Calendar
From the calendar we can do many things.
- See scheduled, unscheduled or unassigned jobs - can color code.
- See a map of all employee, suppliers, and job locations.
- See status of jobs (Dispatched, In Route, Onsite, Complete, etc.)
- Add events (training, time off, lunch, etc.) - can color code.
- Click and drag dispatching.
- Contact client or employees (Text or Email) - You can use templates so you can communicate with a click of a button.
- Get turn by turn directions to jobs.
- See job information (Type, Notes, Priority, Client Information).
- See on-call schedule of each employee that anyone can see at any time.
10. See budget number of jobs number jobs can be ran based on employees working teach day vs Actual schedule jobs.
- Scheduling
When scheduling jobs there are many features that can save you time.
- Existing client information will automatically populate for you.
- A map will pop up so you can see the location of the job and see if client is in service area.
- Affiliation System – if client is out of service area or they need a service that you do not provide you can click a button and it sends client info to affiliate and affiliate info to client.
- You will be able to see the current balance on the clients account
- See notes for client, location, previous tech at their location.
- See all of the equipment the client has.
- See all of the history of Calls, Jobs, and Orders.
- Can see if client is under a maintenance agreement, when last visit was complete, and when next one is due.
- Dispatching
Smart Dispatching will choose the best tech for you by considering many factors.
- Role
- Time Conflicts
- Skill
- Location
- Performance - ThermoGrid will choose the tech that is qualified that will bring in the most revenue based on the type of job.
- Text and Email Messaging
This feature is for every day communication and reminders with the team and clients, as well as marketing campaigns.
- Load Calculations - Heat Loss Heat Gain
This is a quick, easy, and accurate load calculation and you can complete many ways.
- Whole house
- Each level
- Room by room
- Price book - Flat Rate/T&M
This is the best of all worlds when it comes to pricing. Use our flat rate system, import your own, do time and material, or custom price on the fly. You can also calculate your price based on margins accounting for labor materials, equipment, commissions, processing fees (credit cards or financing)... everything, ensuring you achieve your margins. If prices change before you can then change all your margins with a click of a button.
- Upload photos and documents
Anyone can upload photos for before and after pics on installs or even take pictures or repairs needing to be done and write a cation about what’s going on and attach it to the clients invoice. You are also able to attach copies of documents such as permits, warranty info, and much more.
- Estimates
Create estimates easily with our auto tags system that can match up the proper lineset, coil, pad, or just auto add any items you want to go together. You are able to give a client multiple options, add discounts or fees templates to any job and put notes in for the client or the tech. There are many ways you can price a job from on the fly, Flat Rate, T&M, and True Gross Pricing to ensure your success. Here you can also account for tax properly by location and type.
- Invoicing
Invoicing is automatically generated from the estimates created saving you time. When completing job costing you can transfer to QB with a click of a button.
- Purchase Orders
This is automatically done as well and will populate supplier orders with description, model number, order numbers, and price. So really you can simply print or email for your supplier.
- Install Task Sheets
This is automatically generated from the estimate. The tech will know what they are to do for work and even see the model number, notes, how long each task should take, how much they will be getting paid, and all pictures taken from the job.
- QuickBooks Online & Desktop
An accountants dream. You can transfer as general sales accounts, sub accounts, and classes. This way you can see as little or as much detail as you wish. QB will also transfer the clients balance back so any time you schedule an appointment for a client you can see if they owe you money before performing any more work.
- Job Costing
Job costing is prepopulated with all the information from your catalog making it really easy to perform this task. Here you are able to see your margins on each job as well as transfer to QuickBooks. If anything gets edited on this page you will be able to see the previous amount vs the override amount.
- Inventory
Inventory made easy. Here you can create as many locations and types of locations as you wish. Once the location has been created you can import or create a standard stock list setting min/max of each item. Inventory can be tracked and accounted for many ways from just adding an item to a restock list to actually pricing the item and seeing right then and there that there are (x) amount on your truck and when selling the item it automatically removes from the truck or location and creates a restock sheet. There will also be a variance report created to let you know how far off each location is from the expectations by dollar amount and quantity.
- Maintenance/PM Agreement Manager
One of the hardest things to manage in a business just got easy.You can create as many types and frequencies of PMs as you want. You are able to pull reports on which clients are due, overdue, join date, expired, and cancelled. Once you select the report you want you can contact all clients on the report by clicking a button of your prebuilt templates for email or texts.
- Reports & Dashboard
The only way to truly succeed is to know the trends of your business and maximize your strengths. The reporting system in ThermoGRID allows you to know just this. You can pull reports on items sold, AR, marketing lead source, tech, and many other items to know what or who is most profitable. The dashboard will show you:
- Budget vs actual
- Number of appointments or revenue needed to achieve your budget
- Closing ratio for each rep
- Average ticket for each person
- Employee Goals vs actual
- Any KPI you want to track
- Marketing
Contact clients under a maintenance agreement, ones that have had high repairs, or ones with older equipment. This is one easy way to do some marketing from your account by email or text.
- Custom Documents
This program can really save some trees, all the documents you need to operate your business can be created in our system. We have documents already created if you would rather use them.
- Timesheets
Every employee is able to clock in and out of their day and jobs for payroll. When they clock in or out, ThermoGrid will provide a geolocation of where they were at that time.
- Payroll
Commissions, Bonuses, hourly pay, and task pay labor is automatically calculated and pulled into the payroll report.
- Geolocation
This program will track locations of jobs, suppliers, and employees. This is good for dispatching techs based on location or seeing where they were when they clocked in or out.
- Client Center
This area allows you to track all your information on your clients. If they have multiple addresses, units, or maintenance agreements you will see it here. You can also access all calls, orders, jobs, documents, pictures, and everything else right here at their name.
- All Drop downs in ThermoGrid are 100% customizable.
