Demo VideoMake sure you watch this before the training so you know the order of how you will be trained and can see the high level features.
Setup - Drop Downs
You have receive an address for you ThermoGrid account... The address will be ((your company name).thermogrid.com) Type this into the address bar at the top of your browser, we recommend using Google Chrome as your browser.
My Account Page (click your name in the top right of the screen)
Scheduling & Dispatching
Job flow if you start with a service job, flip it into a sales lead, sell it, and then install it.
Invoicing - Technician Sales Office
Creating Estimates and Invoices Advanced Invoicing Tasks (Add Pictures, Units/Equipment, Custom Job Docs) Counter Sale
Closing Orders, Jobs, Calls
Purchasing – Install Coordinator
Standard Operating Procedure
All the equipment and materials you sell for an install must be setup in the Service Catalog with suppliers names in on the item itself to do the automatic ordering for installs. Once this is done you will have PO generated by supplier on the Supplier Orders tab of the view outputs on an order.
To do the Inventory Management you must complete the setup of your locations and stock levels.
List of all ThermoGrid training pages