Latest revision as of 08:43, 17 September 2024

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"

Latest revision as of 08:43, 17 September 2024

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

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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">
-<div class="mw-parser-output">
 <div class="mw-parser-output">
-= How to Use ThermoGRID WIKI =
-&nbsp;
-If you want to find how to create an estimate, type in "estimate" in the search bar. This will then present you will all the pages containing the word estimate. From here you can choose the page that seems to work best for what you are looking for. </div>
-<div class="mw-parser-output"><div class="mw-parser-output">If you want to see all pages that have been created, click: "Special Pages" on the left and under where it says Lists of Pages you will see "All pages". Here you can see all the pages and explore areas you want to lear more about.&nbsp;</div> </div> </div>
 <div class="mw-parser-output">
-= <span style="font-size:x-large;"><span style="background-image:none"><span style="background-position:initial"><span style="background-size:initial"><span style="background-repeat:initial"><span style="background-attachment:initial"><span style="background-origin:initial"><span style="background-clip:initial"><span style="font-weight:normal"><span style="overflow:visible"><span style="line-height:1.3">New Features & Updates</span></span></span></span></span></span></span></span></span></span></span> =
+= Demo Video =
-<div class="mw-body-content" id="bodyContent"><div class="mw-content-ltr" dir="ltr" id="mw-content-text" lang="en"><div class="mw-parser-output"><div class="mw-parser-output">
+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">
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">'''<span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">Coming&nbsp;Soon:</span>'''</span></span></span></span></span></span></span></span>
+*[https://help.thermogrid.com/index.php/Terms_&_Conditions_RISE Terms & Conditions RISE]
-<ul style="/* insecure input */">
+*[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid]
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">VOIP auto tracking marketing by number, 2 way texting, delete recordings, and port numbers easier.</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Fleet Management - Maintenance/Vehicle Start, Speed, Breaking, Etc.</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">App integration through Zapier - Marketing Program</span></span></span></span></span></li>
-</ul>
-'''1-16-17'''
-&nbsp;Add pop-up window on payroll report to show a breakdown of hours by job type.
-'''1-14-18'''
-New help center under construction, it operates like Wikipedia -&nbsp;Will be complete this month.
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">'''1-2-18'''</span></span></span></span></span></span></span></span></span>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">1. Changes to job dispatching:</span></span></span></span></span></span></span></span>
-<ul style="/* insecure input */">
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Assistants now receive notifications.</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">If you change the tech, only the tech will get a email/text.</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">If you update the assistants, only the assistants will only get emails/texts.</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">If you update the date, the tech and assistants will both get emails/texts.</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Also fixed strange UI bugs with that page. In some situations, choosing assistants would wipe out the tech and vise versa.</span></span></span></span></span></li>
-</ul>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">2. VOIP Lead Source Tracking</span></span></span></span></span></span></span></span>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">3. VOIP Browser Client Usage - On Communication Integrations page, include Browser Client minutes in usage statistics.</span></span></span></span></span></span></span></span>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">'''12-21-17'''</span></span></span></span></span></span></span></span></span>
-<ul style="/* insecure input */">
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">On the manage stock levels page, there is now a button a user can click to add an item to the service catalog directly. Once they save they are taken back to the stock levels page. This should eliminate about 5 clicks in that process.</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Fix for service catalog import from adding new values to manage drop downs for the custom filters.</span></span></span></span></span></li>
-</ul>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">'''12-20-17'''</span></span></span></span></span></span></span></span></span>
-<ul style="/* insecure input */">
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Added primary job type filter to orders report. Also fixed lead source filters so you can select multiple.</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Changed "Link to Call" to "Link to Job" so orders can now be linked to a call and job so other TG features can utilized.</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Added "Actual Labor Hours" and "Actual Labor Cost" rows to job costing page under the commission summary section.</span></span></span></span></span></li>
-</ul>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">'''12-19-17'''</span></span></span></span></span></span></span></span></span>
-<ul style="/* insecure input */">
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Change "Inventory Restock" page to "Items Used"</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Allow ordering for inventory items that are not in stock, purchased items that are not a part of inventory on Items Used page.</span></span></span></span></span></li>
-</ul>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">'''12-18-17'''</span></span></span></span></span></span></span></span></span>
-<ul style="/* insecure input */">
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Fix timezone issue causing deleted recurring events to remain displaying on the calendar.</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Add time to date on "end on date" field for recurring events.</span></span></span></span></span></li>
-</ul>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">'''<span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">12-14-17</span>'''</span></span></span></span></span></span></span></span>
-<ul style="/* insecure input */">
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Unlock names for types and filters in service catalog... (be able to change names of the pages on the export).</span></span></span></span></span></li>
-</ul>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">'''12-12-17'''</span></span></span></span></span></span></span></span></span>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">1st phase of 3 VoIP</span></span></span></span></span></span></span></span>
-<ul style="/* insecure input */">
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Make calls</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Take calls</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Forward calls to multiple numbers</span></span></span></span></span></li>
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Record calls and they auto attach to calls</span></span></span></span></span></li>
-</ul>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">'''<span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">12-8-17</span>'''</span></span></span></span></span></span></span></span>
-<ul style="/* insecure input */">
-<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Auto select tax for new clients</span></span></span></span></span></li>
-</ul>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">'''<span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">12-6-17</span>'''</span></span></span></span></span></span></span></span>
+&nbsp;
+<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>
-<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">1) On the membership report, change the "Due" and "Overdue" filters to where if "only" is selected for both, both due and overdue memberships will be shown.<br/> 2) On membership report, fix bug with the visit begin date and visit end date filters.<br/> 3) On payroll report, add columns to break down regular hours and overtime hours.</span></span></span></span></span></span></span></span>
+= <span style="color:#ffffff;">Training</span> =
+<div class="mw-parser-output">[[File:Training.png|RTENOTITLE]]</div> <div class="mw-parser-output"><div class="mw-parser-output">
+== <span style="font-size:xx-large;">Setup - Drop Downs</span> ==
-&nbsp;
+<span style="font-size:medium;">'''Login:'''</span>
-[http://www.thermogrid.org/updates.html http://www.thermogrid.org/updates.html]
+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.
-</div> </div> </div> </div> </div> <div class="mw-parser-output">&nbsp;</div> </div>
-= <span style="font-size:xx-large;">[[Full_Feature_List|Full Feature List]]</span> =
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">''<span style="font-size:14.0pt"><span style="background:white"><span style="font-family:"><span style="color:#005180">All Features - Any Tablet - Any Smart Phone - Anywhere - Anytime</span></span></span></span>''</span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Import existing clients</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Calendar</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:">VoIP – Call Recording</span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Scheduling</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Dispatching</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Text and Email Messaging</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Load Calculations – Heat Loss Heat Gain</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Price book - Flat Rate - T&M – GM - On The Fly</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Upload photos and documents</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Estimates</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Invoicing</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:">Credit Card Processing</span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Purchase Orders</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Install Task Sheets</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">QuickBooks Integration - Online & Desktop</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Job Costing</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Inventory</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Maintenance/PM Agreement Manager</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Reports & Dashboard</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Marketing</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Custom Documents</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Timesheets</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Payroll</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Geolocation - GPS</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Client Center</span></span></span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Much, Much More</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">All Features - Any Tablet - Any Smart Phone - Anywhere - Anytime</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Literally you can use any device with an internet browser.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Import existing clients</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">You will be able to transfer equipment, agreements, notes and normal client information in to ThermoGRID so you don't lose important information.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Calendar</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">From the calendar we can do many things.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See scheduled, unscheduled or unassigned jobs - can color code.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See a map of all employee, suppliers, and job locations.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See status of jobs (Dispatched, In Route, Onsite, Complete, etc.)</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Add events (training, time off, lunch, etc.) - can color code.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Click and drag dispatching.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Contact client or employees (Text or Email) - You can use templates so you can communicate with a click of a button.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Get turn by turn directions to jobs.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See job information (Type, Notes, Priority, Client Information).</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See on-call schedule of each employee that anyone can see at any time.</span></span></span></span></span></span>
-<span style="line-height:15.0pt"><span style="tab-stops:58.5pt"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">10. See budget number of jobs number jobs can be ran based on employees working teach day vs Actual schedule jobs.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Scheduling</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">When scheduling jobs there are many features that can save you time.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Existing client information will automatically populate for you.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">A map will pop up so you can see the location of the job and s</span></span></span></span><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">ee if client is in service area.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">You will be able to see the current balance on the clients account</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See notes for client, location, previous tech at their location.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See all of the equipment the client has.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See all of the history of Calls, Jobs, and Orders.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Can see if client is under a maintenance agreement, when last visit was complete, and when next one is due.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Dispatching</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Smart Dispatching will choose the best tech for you by considering many factors.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Role</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Time Conflicts</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Skill</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Location</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Performance - ThermoGRID will choose the tech that is qualified that will bring in the most revenue based on the type of job.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Text and Email Messaging</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">This feature is for every day communication and reminders with the team and clients, as well as marketing campaigns.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Load Calculations - Heat Loss Heat Gain</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">This is a quick, easy, and accurate load calculation and you can complete many ways.</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Whole house</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Each level</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Room by room</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Price book - Flat Rate/T&M</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Upload photos and documents</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Estimates</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Invoicing</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Purchase Orders</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Install Task Sheets</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">QuickBooks Online & Desktop</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Job Costing</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Inventory</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Maintenance/PM Agreement Manager</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">One of the hardest things to manage in a business just got easy.</span></span></span></span><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Reports & Dashboard</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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:</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Budget vs actual</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Number of appointments or revenue needed to achieve your budget</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Closing ratio for each rep</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Average ticket for each person</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Employee Goals vs actual</span></span></span></span></span></span>
-#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Any KPI you want to track</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Marketing</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Custom Documents</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Timesheets</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Payroll</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Commissions, Bonuses, hourly pay, and task pay labor is automatically calculated and pulled into the payroll report.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Geolocation</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span></span></span>
-<ul style="list-style-type:circle">
-<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Client Center</span></span></span></span>'''</span></span></li>
-</ul>
-<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">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.</span></span></span></span>
-*<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">All Drop downs in ThermoGRID are 100% customizable.</span></span></span></span></span></span>
-<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">ThermoGRID will track who does what in the system as well from deleting jobs to dispatching to adding a new user.</span></span></span></span></div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
-= How to Navigate ThermoGRID =
-Login&nbsp;
-You have receive an address for you ThermoGRID account... The address will be your campany name'''.thermogrid.com'''
-Type this into the address bar at the top of your browser, we recommend using google chrome as yor browser.
-&nbsp;
-Home Page
-*How to videos
-*Terms of use
-*Support
 My Account Page (click your name in the top right of the screen)
@@ Line 309: / Line 23: @@
 *Phone
 *Email
+<div class="mw-parser-output">
-Reports Page
-*Sales/Commissions
-*Timesheets
-Calendar Page
-*Add Event
-*Sync to other calendar
-*On call
-*Jobs
-Clock Page
-*Daily Timekeeping
-*Job
-Calls/Jobs/Orders
-*Filter
-*Info (see) (put in)
-*Order (Load Calc., Site Photos, Units, Equipment Tasks, Client Agreement, Submit (debrief))
-<span style="font-size:18.0pt"><span style="color:blue">Details & Instructions:</span></span>
-Home Page
-*'''How to videos:''' (When you need help remembering your training please use the link on your home page called “Watch How to videos” [http://www.thermogrid.org/watch--how-to--videos.html http://www.thermogrid.org/watch--how-to--videos.html]
-*'''Terms of use:''' [http://www.thermogrid.org/terms-of-use.html http://www.thermogrid.org/terms-of-use.html]
-*'''Support: '''[mailto:[email protected] '''<span style="font-size:10.5pt"><span style="background:white"><span style="font-family:"><span style="color:#005580">mailto:[email protected]</span></span></span></span>''']
 &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> ==
-My Account Page – Update:
+[https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf]&nbsp;
-*Password
-*Phone
-*Email
-&nbsp;
-Reports Page
-*'''Sales/Commissions/Performance'''
-*'''Timesheets''': “'''Daily Timekeeping'''” is when you clock in at the beginning of the day out for lunch back in and out at the end of the day. “'''Daily Timekeeping'''” is used for pay roll purposes. To do this you can select a date range by clicking “'''Custom Dates'''”. If you want to see in timecard format click “'''View Timecard'''” and scroll to the bottom. If you want to see the time you spent on a job click the circle in front of job and enter the job number.
-Calendar Page
-*'''Add Event''': Click “'''Add Event'''” Put in a '''title''' and a '''description''' for the event.
-Choose '''visibility''':
-'''Public''' = Everyone with access the to full calendar can see the event and description.
-'''Show As Busy''' = Everyone with access the to full calendar can see the event but it will just say or show as busy.
-'''Private''' = only you can see the event on the calendar it will show as an empty time slot for everyone else.
-'''Add Invites''': just click anyone you want to add this event on their calendar.
-If you click lasts all day it will block you for every minute of that day you select. Otherwise you can select the date and time window for the event.
-'''Add another date''' allows you to choose another random day and time for the event.
+<youtube urlargs="rel=0">j1H2rqBZVDM</youtube>
-'''Repeat''': choose frequency... if you want Monday through Friday than choose '''custom''', weekly, then click each day that you want. If you want everyday of a month except weekends you can select repeat '''custom''' and monthly and select the days you want.
+Job flow if you start with a service job, flip it into a sales lead, sell it, and then install it.
-'''Add Alerts:''' select an alert and then click '''add'''. You can as many alerts as you like but you must click '''add''' after each one.
+<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;
-Then click '''Create Event'''
+[https://help.thermogrid.com/images/e/e2/ThermoGrid_-_Field_Staff_-_Service_Job.pdf ThermoGrid_-_Field_Staff_-_Service_Job.pdf]&nbsp;‎
-*'''Sync to other calendar:''' You can sync all you jobs and events on your ThermoGRID Calendar to another calendar. Click “'''Calendar'''” and on the bottom left of the calendar you can click “'''Show Feeds'''” copy the link for “'''Your private feed'''” and paste in your other calendar as a subscription.
+[https://help.thermogrid.com/images/8/84/ThermoGrid_-_Field_Staff_-_Install_Job.pdf ThermoGrid_-_Field_Staff_-_Install_Job.pdf]&nbsp;
-*'''On Call Calendar''': Click Calendar and then click “Show On Call” and you can click month, week, or day view to see who is on call and when.
 &nbsp;
-Clock Button
+Creating Estimates and Invoices <youtube urlargs="rel=0">https://youtu.be/5f6U-zBBTP4</youtube>
-*'''Daily Timekeeping''': “'''Daily Timekeeping'''” is when you clock in at the beginning of the day out for lunch back in after lunch and out at the end of the day. To do this click the clock icon at the top right of the screen and click “'''Clock In”. '''The clock will turn red when you are clocked in.
+Advanced Invoicing Tasks (Add Pictures, Units/Equipment, Custom Job Docs) <youtube urlargs="rel=0">https://youtu.be/-wjmyXZJaKc</youtube>
-*'''Job''': To clock into a job Click the clock icon at the top right of the screen and click “'''Clock In” '''next to the job number. To know what job number to clock into:
-#Click “'''My Calls'''” and locate the call assigned to you at this time. Once you have located the call you can click on the “'''1'''” next to “'''Num Jobs''':” and it will show you the job number. If the number is higher than “'''1'''” you will need to use a different method.
+Counter Sale <youtube urlargs="rel=0">966boicSu9w</youtube>&nbsp;
-#Another way to find the job number would be to click “'''Calendar'''” and click on the job, this will bring up the “'''Job Details'''” and the “'''Job Number'''” is at the top.
+<div class="mw-parser-output">&nbsp;</div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
-#Another way to find the “'''Job Number'''” is to click “'''My Calls'''” and Locate the call and click on the “'''Call #”, '''from here you can scroll down till you see the jobs on this call and locate the job number assigned to you.
+== Closing Orders, Jobs, Calls ==
-#Job number break down= year, month, day, hour, min, sec, millisecond
+<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 ==
-Calls Page
+Standard Operating Procedure
-*See all calls you have been assigned to
+[https://help.thermogrid.com/images/e/e3/ThermoGRID_-_Office_-_Supplier_Orders.pdf ThermoGRID_-_Office_-_Supplier_Orders.pdf]&nbsp;‎
-Orders Page
+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.
-*See all orders you have created
+To do the [https://help.thermogrid.com/index.php/Inventory Inventory Management] you must complete the setup of your locations and stock levels.
-'''Calls/Jobs/Orders'''
-Click “My Calls”
-*'''''Filter'''''(The filter is used to filter the types of calls you see. This means if you do not want to see calls you have ran previously that are closed, then you can click filter and click on a status and this will put an “x” next to it and will not show up on your calls page. Keep in mind the system will save your settings and it will be like this every time you log in, so if you want to see old jobs click the filter button again and put a check mark by the status you want to see.
-*'''''Opening the Call/Job''''' (Click “My Calls” and click on the “call number” '''or''' from the calendar you can click on the job, then click the “Job #”, then “View Call” ''(Both of these options takes you to the same place.)''
 &nbsp;
+</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>
-Here you are able to review info of the client:
+<div class="mw-parser-output">
+<div class="mw-parser-output">
-*The map for location of the job and also click “'''Open in Google Maps'''” under the calendar for directions.
+<div class="mw-parser-output">
-*Click “'''Units'''” and see existing: models, warrantee info, install dates, memberships, and equipment notes. You are also able to add in units if they are not listed. Click '''“+Add Unit”''' Select the type of unit, if it is not listed your administrator can add it to the list. Enter M#, S# Warranty info and the installation date. The installation date needs to be to the nearest year if you don’t know the exact date. When adding a second “Unit” the installation date will prepopulate but you still need to click it to confirm or it will not let you add the unit.
+= '''<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]]
+|
 &nbsp;
-*Click “'''History'''” and you can click call numbers to see previous work completed and recommendations.
+*[[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]
+|
 &nbsp;
-'''Creating an Order''' While you are in the call from the previous step “'''''Opening the Call/Job”'''''You can add an order to the call, this is how you price a client out for work (Repairs/Equipment/Etc.).
+*[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]
-*Scroll to the bottom of the “Call” and click '''“+Add Order'''”
+|}
-*Here you can do ('''Load Calc., Site Photos, Units, Equipment Tasks, Client Agreement, Submit''' (debrief))
+</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>
-&nbsp;
+<div class="mw-parser-output">
+= ThermoGrid&nbsp;[https://www.gridmastertechnologies.com/ Website] =
-'''Engineering Analysis/Load Calculations''' - whole house one calc. <span style="font-family:Times"><span style="color:blue">[https://youtu.be/yih56W0Zj84 <span style="font-family:Arial, sans-serif"><span style="letter-spacing:0.75pt"><span style="text-decoration-line:none">https://youtu.be/yih56W0Zj84</span></span></span>]</span></span><span style="font-family:Times">or a room-by-room calc. [https://youtu.be/kC8jwu5zxto <span style="font-family:Arial, sans-serif"><span style="letter-spacing:0.75pt"><span style="text-decoration-line:none">https://youtu.be/kC8jwu5zxto</span></span></span>]</span>
-&nbsp;
-'''Site Photos''' – Click Upload Photo and you can take a picture or pull one from your library. Once it is uploaded you are able to Write in a caption of what the picture is and explain it. If you want the client to receive your caption and picture you can click the box in front of “Show to Customer” and it will attach the picture and the caption to the clients invoice.
-&nbsp;
-'''Units'''- If you haven’t already you can add in M# and S# of all units in the home. Click '''“+Add Unit”''' Select the type of unit, if it is not listed your administrator can add it to the list. Enter M#, S# Warranty info and the installation date. The installation date needs to be to the nearest year if you don’t know the exact date. When adding a second “Unit” the installation date will prepopulate but you still need to click it to confirm or it will not let you add the unit.
 &nbsp;
+</div>
-'''Price out or Invoice Client '''– Click “'''Tasks & Equipment Estimates'''”
+= App Information (Beta) =
-&nbsp;
-*Click “'''Add Item'''” Choose a category and then an item, once you select an item click “Add” or “Add Item to Order” you can select as many items as you want before closing. When you are ready to close click “'''close'''”.
-*'''Change Quantity or Tax per Item''': Click on the item and click “Edit”
-*'''Choose Payment Method''': if the client is paying in full, leave the “Retail Option” as “Full” and select a payment method. If your payment method is not available contact your administrator. If the client is not paying in full and they need a balance due on their invoice click “None” if you are not collecting anything you can leave “collected” at zero.
-*'''Notes''': “'''Notes for Client'''” will be attached to their invoice and “'''Notes for Installer”''' will not but will transfer to the “'''Install Tasks Sheet'''”
-*'''Choose Option''': There are multiple options that will pre populate so you can give client more than one option, when you want to show the client the option click “'''Select Option'''” and then click “'''View Outputs'''”
-*'''Sign for Work''': “Client Agreement” Scroll to the bottom and the client will be able to sign with their finger. Then click “Save Signature” and now you can email or print this by clicking “Email” or “Print” at the top.
-*'''Finish''': Click “'''Submit'''” There maybe boxes to click on the right of the screen, if there is read “'''Which boxes do I check'''” for assistance. Then Click that you verify info and then “'''Submit Order'''”.
-</div> </div>
-= How to use ThermoGRID =
-<div class="mw-parser-output">
-= Partner Training & Consulting =
-<div class="mw-parser-output">&nbsp;</div> </div>
-= Contact ThermoGRID Support =
-<div class="mw-parser-output">[http://www.thermogrid.org/contact.html http://www.thermogrid.org/contact.html]</div> </div>
-= ThermoGRID Website =
-[[Www.ThermoGRID.com|www.ThermoGRID.com]]
+[[File:TG app page.png|TG app page.png|link=https://help.thermogrid.com/index.php/App]]&nbsp;
-</div> </div> </div> </div>
+</div>