Revision as of 09:07, 7 October 2021

Demo Video

Make 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.

Training

Setup - Drop Downs

Login:

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)

Password
Phone
Email

Scheduling & Dispatching

ThermoGRID_-_Office_-_Dispatching.pdf

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

Standard Operating Procedures

ThermoGrid_-_Field_Staff_-_Sales_Job.pdf

ThermoGrid_-_Field_Staff_-_Service_Job.pdf ‎

ThermoGrid_-_Field_Staff_-_Install_Job.pdf

Creating Estimates and Invoices

Advanced Invoicing Tasks (Add Pictures, Units/Equipment, Custom Job Docs)

Counter Sale

Closing Orders, Jobs, Calls

Standard Operating Procedure

ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf

Purchasing – Install Coordinator

Standard Operating Procedure

ThermoGRID_-_Office_-_Supplier_Orders.pdf ‎

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

Job Documents
Credit Cards
Daily Management Report (DMR)
Engineering Analysis (Load Calculations)
FAQ
Inventory
Maintenance Agreements
Marketing
Message Center

Difference between revisions of "Main Page"

Revision as of 09:07, 7 October 2021

Contents

Demo Video

Training

Setup - Drop Downs

Scheduling & Dispatching

Invoicing - Technician Sales Office

Closing Orders, Jobs, Calls

Purchasing – Install Coordinator

List of all ThermoGrid training pages

ThermoGrid Website

App Information (Beta)

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Navigation

Tools

@@ Line 1: / Line 1: @@
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+<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
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-<div class="mw-parser-output"><div class="mw-parser-output">
 = Demo Video =
-<br/> <youtube urlargs="rel=0">https://youtu.be/Gtg8Rhjg6pQ</youtube></div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
+Make 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. <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
+*[https://help.thermogrid.com/index.php/Terms_&_Conditions_RISE Terms & Conditions RISE]
+*[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid]
-<div class="mw-parser-output">
+&nbsp; <youtube urlargs="rel=0">Gtg8Rhjg6pQ</youtube>
-<div class="mw-parser-output">
+<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div>
-<div class="mw-parser-output">
-<div class="mw-parser-output">
-<div class="mw-parser-output">
-= <span style="color:#ff0000;">List of all training pages</span> =
-Subscribe to our YouTube Channel for updates.&nbsp;[https://www.youtube.com/channel/UC9hN_wciHc-x9D2y3SEqiIA?view_as=subscriber https://www.youtube.com/channel/UC9hN_wciHc-x9D2y3SEqiIA?view_as=subscriber]
+= <span style="color:#ffffff;">Training</span> =
-<div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">See a complete list of Training pages and topics [https://help.thermogrid.com/index.php/Training HERE]</div>
+<div class="mw-parser-output">[[File:Training.png|RTENOTITLE]]</div> <div class="mw-parser-output"><div class="mw-parser-output">
-&nbsp;
+== <span style="font-size:xx-large;">Setup - Drop Downs</span> ==
-</div> </div></div>
-<div class="mw-parser-output">
-= <span style="color:#ff0000;">Getting Started - ThermoGrid Setup</span> =
 <span style="font-size:medium;">'''Login:'''</span>
-You have receive an address for you ThermoGRID account... The address will be '''('''(''your company name'')'''.thermogrid.com)'''&nbsp; Type this into the address bar at the top of your browser, we recommend using Google Chrome as your browser.
+You have receive an address for you ThermoGrid&nbsp;account... The address will be '''('''(''your company name'')'''.thermogrid.com)'''&nbsp; 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)
@@ Line 31: / Line 22: @@
 *Phone
 *Email
-<span style="font-size:medium;">'''Setup Employees'''</span>
-&nbsp;When getting started you can send ThermoGRID Support all employees and we can set them up. ([email protected])
-To do this on your own you can go to [https://help.thermogrid.com/index.php/1._Tab_Administration#Manage_User_Accounts Manage User Accounts].
-<span style="font-size:medium;">'''Setup Clients'''</span>
-&nbsp;[https://help.thermogrid.com/index.php/QuickBooks#Export_.26_Transfer_Clients_QBD Export & Transfer Clients QBD]&nbsp;
-&nbsp;[https://help.thermogrid.com/index.php/QuickBooks#Export_.26_Transfer_Clients_QBO Export & Transfer Clients QBO]&nbsp;
-&nbsp;If you are exporting from another type of software account make sure you export all the info you want in ThermoGRID. A lot of software will make you export multiple lists to get extra info such as Client info, Memberships, Equipment, and Notes.&nbsp;We can tie all this info together if you are doing a full setup, but each export must contain something consistent to tie them together such as a client number. If you are trying the exports together by name or address you are probably going to have duplications.
-<span style="font-size:medium;">'''Setup Your Pricing'''</span>
-&nbsp;[https://help.thermogrid.com/index.php/Service_Catalog#Example_Price_Books_You_Can_Use_For_HVAC Example Price Books You Can Use For HVAC]&nbsp;or create you own items. Make sure all items are in the same format as you see in the example service catalogs. (Description in proper column, Model # in the proper column, Equipment Cost in the proper column, etc.)
-<span style="font-size:medium;">'''Setup [[Inventory|Inventory]]'''</span>
-Make sure all items are in your Service Catalog before setting up your inventory.
-<div class="mw-parser-output"><div class="mw-parser-output">
-=== '''Training Sessions:''' ===
-[[Training_Checklist|Training Checklist]]
-''* Have pricing uploaded first if possible.''
-&nbsp;
-<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div>
-= Training Schedule =
-== Download Training Sheet [https://help.thermogrid.com/images/a/ad/Training_Schedule.xlsx HERE]&nbsp; ==
-== <span style="color:#3300ff;">See all the basic&nbsp;training on '''mobile view'''. [https://help.thermogrid.com/index.php/Mobile HERE]</span> ==
-<div class="mw-parser-output">&nbsp;</div> </div>
-= <span style="color:#ff0000;">Basic Training</span> =
 <div class="mw-parser-output">
-'''Intro to training:'''
-'''Top right of you ThermoGRID account says “help” this leads you [https://help.thermogrid.com/index.php/Main_Page here]'''
-'''All Help Pages [https://help.thermogrid.com/index.php/Special:AllPages Here]'''
-'''Call'''
-This is the phone ringing. This way you can track all types of calls coming in, not only client but vendors telemarketers etc.
-(Enter client data)
-'''Job'''
-This is a client requesting services where you need to send a representative to a location or a job that needs to be completed. The job is what is dispatched to a technician and the job is what shows up on the calendar.
-(Pulls in client data from the Call)
-(For entering Job type and details of the job)
-'''Order'''
-The order is where the technician or sales rep is able to put together a list of item recommended or completed. The order is&nbsp;what we use to create invoices, estimates, proposals, receipts, contracts, etc.
-(Pulls all client info from the call)
-(Tied to DMR job&nbsp; types from the job)
-(Job costing tied to the Job)
 &nbsp;
+<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
+<youtube urlargs="rel=0">pP5Z2AlOPv0</youtube>
+<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> &nbsp; <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="mw-parser-output">
+== <span style="font-size:xx-large;">Scheduling & Dispatching</span> ==
-Calendar and Login&nbsp;
+[https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf]&nbsp;
-<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
-<youtube urlargs="rel=0">qaoXoqEDIpo</youtube>
-<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
-== Call Center ==
-Basic Training Scheduling & Dispatching
-<youtube urlargs="rel=0">Kj1InWoczgc</youtube>
-&nbsp;
+<youtube urlargs="rel=0">j1H2rqBZVDM</youtube>
-'''Call Center Part 1'''
+Job flow if you start with a service job, flip it into a sales lead, sell it, and then install it.
-Scheduling Dispatching - To Track KPIs and use DMR (Daily Management Report)
+<youtube urlargs="rel=0">cwIgSRSlREE</youtube> &nbsp; &nbsp;
+<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> &nbsp; <div class="mw-parser-output">&nbsp;</div> </div> </div> <div class="mw-parser-output">&nbsp;</div> </div>
+== <span style="font-size:xx-large;">Invoicing - Technician Sales Office</span> ==
+<div class="mw-parser-output">Standard Operating Procedures</div>
+[https://help.thermogrid.com/images/9/90/ThermoGrid_-_Field_Staff_-_Sales_Job.pdf ThermoGrid_-_Field_Staff_-_Sales_Job.pdf]&nbsp;
-<youtube urlargs="rel=0">141MZhiB16U</youtube>
+[https://help.thermogrid.com/images/e/e2/ThermoGrid_-_Field_Staff_-_Service_Job.pdf ThermoGrid_-_Field_Staff_-_Service_Job.pdf]&nbsp;‎
-Client Management, History, Locations
+[https://help.thermogrid.com/images/8/84/ThermoGrid_-_Field_Staff_-_Install_Job.pdf ThermoGrid_-_Field_Staff_-_Install_Job.pdf]&nbsp;
-<youtube urlargs="rel=0">tvlGcJQOQ90</youtube>
-<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Scheduling_-_Dispatching <span style="color:#0b0080">Scheduling - Dispatching</span>]</span></span></span></span></span>
 &nbsp;
-'''Call Center Part 2'''
+Creating Estimates and Invoices <youtube urlargs="rel=0">https://youtu.be/5f6U-zBBTP4</youtube>
-Closing (time sheets, orders, jobs, calls)
+Advanced Invoicing Tasks (Add Pictures, Units/Equipment, Custom Job Docs) <youtube urlargs="rel=0">https://youtu.be/-wjmyXZJaKc</youtube>
-<youtube urlargs="rel=0">3OxWd4aCeW4</youtube>[https://help.thermogrid.com/index.php/QuickBooks Setup QuickBooks]
+Counter Sale <youtube urlargs="rel=0">966boicSu9w</youtube>&nbsp;
+<div class="mw-parser-output">&nbsp;</div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
+== Closing Orders, Jobs, Calls ==
+<div class="mw-parser-output">Standard Operating Procedure</div> <div class="mw-parser-output">[https://help.thermogrid.com/images/c/c9/ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf]&nbsp;</div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;
+<youtube urlargs="rel=0">IIeLkUroozk</youtube>
-&nbsp;
+== Purchasing – Install Coordinator ==
-'''<span style="font-size:medium;">Memberships - Agreements - PMs - Service Contracts</span>'''
-<div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> <div class="mw-parser-output">[https://help.thermogrid.com/index.php/1._Tab_Administration#Club_Memberships Setup and Manage Memberships. (PMs, Service Contracts, Clubs)]</div> </div>
-== Service ==
-Invoice a client a repair in less than 45 seconds
-<youtube urlargs="rel=0">UkQqmIeYWGs</youtube>
-Basic: (Invoicing, Pictures, Job Docs, Clock in and out, Job Status, M# S#, Load Calculations, Order Status)
-<youtube urlargs="rel=0">Dd8hl19bSBg</youtube>
-<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">Also See:</span></span></span></span></span>
-[https://help.thermogrid.com/index.php/Engineering_Analysis <span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">Load Calc</span></span></span></span></span>]
-<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Service_Technician <span style="color:#0b0080">Service Technician</span>]</span></span></span></span></span>
-<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Credit_Cards <span style="color:#0b0080">Credit Cards</span>]</span></span></span></span></span>
-<div class="mw-parser-output">
-[https://help.thermogrid.com/index.php/4._Tab_My_Orders#Order_Estimate Order Estimate]
-</div> [https://help.thermogrid.com/index.php/Inventory Inventory] <div class="mw-parser-output">&nbsp;</div> &nbsp; <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
-== Sales ==
-Provide an estimate to a client in less than 45 seconds
-<youtube urlargs="rel=0">ZP19mIKNf4k</youtube>
-Basic: (Invoicing, Pictures, Job Docs, Clock in and out, Job Status, M# S#, Load Calculations, Order Status)
-<youtube urlargs="rel=0">ubX583-_FX4</youtube>
+Standard Operating Procedure
-<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">Also See</span></span></span></span></span>
+[https://help.thermogrid.com/images/e/e3/ThermoGRID_-_Office_-_Supplier_Orders.pdf ThermoGRID_-_Office_-_Supplier_Orders.pdf]&nbsp;‎
-<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Sales_Representative <span style="color:#0b0080">Sales Representative</span>]</span></span></span></span></span>
-<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Engineering_Analysis <span style="color:#0b0080">Engineering Analysis</span>]</span></span></span></span></span>
-<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Credit_Cards <span style="color:#0b0080">Credit Cards</span>]</span></span></span></span></span>
-[https://help.thermogrid.com/index.php/4._Tab_My_Orders#Order_Estimate Order Estimate]
-<div class="mw-parser-output">&nbsp;</div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">
-<div class="mw-parser-output">
-== Purchasing – Install Coordinator ==
 All the equipment and materials you sell for an install must be setup&nbsp;in the [[Service_Catalog|Service Catalog]]&nbsp;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&nbsp;[https://help.thermogrid.com/index.php/4._Tab_My_Orders#Supplier_Orders Supplier Orders]&nbsp;tab of the view outputs on an order.
@@ Line 190: / Line 68: @@
 &nbsp;
-'''<span style="font-size:medium;">Service Catalog - Price Book - Tags</span>''' <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]</div> </div> </div> </div> </div> </div></div>
+</div> <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div></div></div>
-== Installer - PO ==
-<youtube urlargs="rel=0">TiVNv3AbHZI</youtube>
-<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Installer <span style="color:#0b0080">Installer</span>]</span></span></span></span></span>
-[https://help.thermogrid.com/index.php/Inventory <span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222"><span style="color:#0b0080">Inventory</span></span></span></span></span></span>]
-<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Credit_Cards <span style="color:#0b0080">Credit Cards</span>]</span></span></span></span></span>
-&nbsp;
-&nbsp;
-<div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div></div></div>
-= <span style="color:#ff0000;">Partner Training & Consulting</span> =
-www.risecoaching.pro
-<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
-= <span style="color:#e74c3c;">Troubleshooting</span> =
-When troubleshooting there are a few things you can do from your end.
-Check the Internet, Device, and&nbsp; Browser.
-<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
-== Internet ==
-Check internet connection and speed.&nbsp; www.Speedtest.net&nbsp; - Speed should be 40+ mbps Download speed
-Try a different network. If you are on your normal internet try to use a hotspot that is using data (3g or better) not wifi and see if the challenge continues.</div> </div> </div> </div>
-== Device ==
-Do you have the same issue on a different device?
-Check mobile vs desktop as well.
 <div class="mw-parser-output">
 <div class="mw-parser-output">
-== Browser ==
+<div class="mw-parser-output">
+= '''<span style="color:#ff0000;">List of all ThermoGrid training pages</span>''' =
+<div class="mw-parser-output">
+{| border="1" cellpadding="1" cellspacing="1" style="width: 1100px;"
+|-
+|
+*'''[[NavBar|Navigation Bar / NavBar]]'''
+*[https://help.thermogrid.com/index.php/2._Tab_Calendar NavBar -&nbsp;Calendar]
+*[https://help.thermogrid.com/index.php/3._Tab_My_Calls NavBar -&nbsp;Calls]
+*[[NavBar_-_Jobs|NavBar - Jobs]]
+*[https://help.thermogrid.com/index.php/4._Tab_My_Orders NavBar -&nbsp;Orders]
+*[https://help.thermogrid.com/index.php/NavBar_-_Clients NavBar -&nbsp;Clients]
+*[https://help.thermogrid.com/index.php/NavBar_-_Reports NavBar -&nbsp;Reports]
+*[[NavBar_-_Administration|NavBar&nbsp;- Administration]]
+*[[App|App]]
-Are you using Google Chrome?
+|
+&nbsp;
-Is the browser up to date?&nbsp;In Chrome click - the 3 dots in the top right of the browser, click - Help, click -&nbsp;About Google Chrome.
+*[[Job_Documents_(Creating_Custom_Forms_and_Documents)|Job Documents]]
+*[https://help.thermogrid.com/index.php/Credit_Cards Credit Cards]
+*[https://help.thermogrid.com/index.php/Daily_Management_Report Daily Management Report]&nbsp;''(DMR)''
+*[https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis]&nbsp;''(Load Calculations)''
+*[https://help.thermogrid.com/index.php/FAQ FAQ]
+*[https://help.thermogrid.com/index.php/Inventory Inventory]
+*[https://help.thermogrid.com/index.php/1._Tab_Administration#Club_Memberships_-_Maintenance_Agreements Maintenance Agreements]
+*[https://help.thermogrid.com/index.php/Marketing Marketing]
+*[https://help.thermogrid.com/index.php/Message_Center Message Center]
-Try a different browser.&nbsp;
+|
+&nbsp;
-Try to recreate the issue on a different device.
-&nbsp; If you can not recreate the issue on a different device using a different network, see below.
-Challenges:
-*Logo not loading
-*VoIP recordings not loading or playing
-*Can't get to ThermoGRID&nbsp;login site
-*Can't upload/download file, documents, pics
-*Can not process Credit cards or ACH
-If other devices can do this from other networks check DNS.
+*[https://help.thermogrid.com/index.php/Payroll Payroll]
+*[https://help.thermogrid.com/index.php/QuickBooks QuickBooks]
+*[https://help.thermogrid.com/index.php/Rates Rates]
+*[https://help.thermogrid.com/index.php/Roles Roles]
+*[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]&nbsp;''(Price Book)''
+*[https://help.thermogrid.com/index.php/Timesheets Timesheets]
+*[https://help.thermogrid.com/index.php/Troubleshooting Troubleshooting]
+*[https://help.thermogrid.com/index.php/VoIP VoIP]
-Settings>More Tools>Developer Tools>Console
+|}
+</div> <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> <div class="mw-parser-output">&nbsp;</div> </div></div>
-If you see an error "unable to load" (404) "Name not Resolving" you will need to change your DNS.
+= ThermoGrid&nbsp;Website =
-On the device go to network settings>Advanced>+DNS Server
+[[File:2020 ECI ThermoGrid.jpg|x100px|2020 ECI ThermoGrid.jpg|link=https://www.ecisolutions.com/equipment-maintenance-service/thermogrid/]]&nbsp;
-Use 1.1.1.1 or 8.8.8.8
-</div>
-<div class="mw-parser-output">
-== VPN ==
-For security reasons, in our recent maintenance window, we started to block web traffic to ThermoGRID from areas outside the US and Canada.
 &nbsp;
-We are currently only targeting companies in the US and Canada so this shouldn't be a problem for most of our customers. It can however, affect some people in specific circumstances.
 &nbsp;
-To determine if this will affect you, you can review the following questions:
 &nbsp;
-. Do you plan on using ThermoGRID while traveling outside the US and Canada?
-&nbsp; &nbsp; &nbsp; 1b) No. - This change will not affect you for this scenario.
-&nbsp; &nbsp; &nbsp; 1a) Yes. - You will be affected by this change and will likely not be able to connect to ThermoGRID.
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;If you still need to use ThermoGRID while traveling outside the US or Canada, look into getting a VPN or a proxy server that is based in the US or Canada.
-. Do you use a VPN while at work?
-&nbsp; &nbsp; &nbsp; 2b) No. - This change will not affect you for this scenario.&nbsp;&nbsp;
-&nbsp; &nbsp; &nbsp; 2a) Yes. -&nbsp; Review question 3.
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 3. Do you connect to a VPN server outside the US or Canada or get proxied through a country outside the US or Canada ?
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 3a) Yes. - You will be affected by this change and will likely not be able to connect to ThermoGRID.
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;In your VPN client, try to change locations to one in the US or Canada or switch to another VPN provider.
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 3b) No. - This change will not affect you for this scenario.
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 3c) I'm not sure. - Look at your VPN client and try to locate where you are connected to.
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;If it's in the US and/or Canada and ThermoGRID is currently working for you, you should be okay.&nbsp;
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;If it's not in the US and/or Canada or you can't currently connect to ThermoGRID, in your VPN client, try to change locations to one in the US or Canada or switch to another VPN provider.
 &nbsp;
-</div>
+<div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
-<div class="mw-parser-output">
+= App Information (Beta) =
-= ThermoGRID Website =
-https://www.ecisolutions.com/equipment-maintenance-service/thermogrid/
+[[File:TG app page.png|TG app page.png|link=https://help.thermogrid.com/index.php/App]]&nbsp;
 </div>