Difference between revisions of "Main Page"

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= Demo Video =
 
= Demo Video =
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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">
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*[https://help.thermogrid.com/index.php/Terms_&_Conditions_RISE Terms & Conditions RISE]
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*[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid]
  
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<br/> <youtube urlargs="rel=0">https://youtu.be/FN1d1zoXheo</youtube></div> </div>
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&nbsp;
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<div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
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<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>
  
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= <span style="color:#ff0000;">How to Use ThermoGRID WIKI</span> =
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= <span style="color:#ffffff;">Training</span> =
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<div class="mw-parser-output">[[File:Training.png|RTENOTITLE]]</div> <div class="mw-parser-output"><div class="mw-parser-output">
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&nbsp;
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== <span style="font-size:xx-large;">Setup - Drop Downs</span> ==
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There are a couple ways in which you will be able to search on this site...
 
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1. An exact match, this happens when you start typing&nbsp;in a word like Qui&nbsp; and the Wiki site brings up a page called [[QuickBooks|QuickBooks]]&nbsp;as a recommendation.
 
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2. Contains Search, this means when you type a word in it does not populate what you are typing. Like if&nbsp;you want to find how to create an estimate, type in "estimate" in the search bar in the top right. This will then present you will all the pages containing the word estimate, if you scroll down your options you will see a page called [[Sales_Representative|Sales Representative]] and&nbsp;as a description ''How to create an estimate or an invoice''.&nbsp;
 
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If you want to become really familiar with ThermoGRID you will need to go through all these sections. Tabs 1-6 will go through and show you every button in ThermoGRID and explain what it does.&nbsp;
 
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<div class="mw-parser-output"><div class="mw-parser-output">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]</div> <div class="mw-parser-output">&nbsp;</div> </div> <div class="mw-parser-output">
 
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*[https://help.thermogrid.com/index.php/1._Tab_Administration 1. Tab Administration]
 
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*[https://help.thermogrid.com/index.php/2._Tab_Calendar 2. Tab Calendar]
 
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*[https://help.thermogrid.com/index.php/3._Tab_My_Calls 3. Tab My Calls]
 
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*[https://help.thermogrid.com/index.php/4._Tab_My_Orders 4. Tab My Orders]
 
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*[https://help.thermogrid.com/index.php/5._Tab_My_Clients 5. Tab My Clients]
 
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*[https://help.thermogrid.com/index.php/6._Tab_Reports 6. Tab Reports]
 
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*[https://help.thermogrid.com/index.php/Creating_Custom_Forms_and_Documents Creating Custom Forms and Documents]
 
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*[https://help.thermogrid.com/index.php/Credit_Cards Credit Cards]
 
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*[https://help.thermogrid.com/index.php/Daily_Management_Report Daily Management Report]
 
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*[https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis]
 
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*[https://help.thermogrid.com/index.php/FAQ FAQ]
 
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*[https://help.thermogrid.com/index.php/Full_Feature_List Full Feature List]
 
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*[https://help.thermogrid.com/index.php/Installer Installer]
 
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*[https://help.thermogrid.com/index.php/Inventory Inventory]
 
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*[https://help.thermogrid.com/index.php/Main_Page Main Page]
 
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*[https://help.thermogrid.com/index.php/Marketing Marketing]
 
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*[https://help.thermogrid.com/index.php/Message_Center Message Center]
 
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*[https://help.thermogrid.com/index.php/Offline_Sync Offline Sync]
 
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*[https://help.thermogrid.com/index.php/Payroll Payroll]
 
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*[https://help.thermogrid.com/index.php/QuickBooks QuickBooks]
 
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*[https://help.thermogrid.com/index.php/Rates Rates]
 
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*[https://help.thermogrid.com/index.php/Reconciliation_&_Closing Reconciliation & Closing]
 
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*[https://help.thermogrid.com/index.php/Reports Reports]
 
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*[https://help.thermogrid.com/index.php/Roles Roles]
 
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*[https://help.thermogrid.com/index.php/Sales_Representative Sales Representative]
 
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*[https://help.thermogrid.com/index.php/Scheduling_-_Dispatching Scheduling - Dispatching]
 
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*[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]
 
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*[https://help.thermogrid.com/index.php/Service_Technician Service Technician]
 
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*[https://help.thermogrid.com/index.php/Terms_of_Use Terms of Use]
 
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*[https://help.thermogrid.com/index.php/Timesheets Timesheets]
 
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*[https://help.thermogrid.com/index.php/Training_Checklist Training Checklist]
 
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*[https://help.thermogrid.com/index.php/Troubleshooting Troubleshooting]
 
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*[https://help.thermogrid.com/index.php/VoIP VoIP]
 
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</div> </div>
 
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= <span style="color:#ff0000;">Getting Started With ThermoGRID</span> =
 
  
 
<span style="font-size:medium;">'''Login:'''</span>
 
<span style="font-size:medium;">'''Login:'''</span>
  
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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.
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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)
 
My Account Page (click your name in the top right of the screen)
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*Phone  
 
*Phone  
 
*Email  
 
*Email  
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<div class="mw-parser-output">
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&nbsp;
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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">
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<youtube urlargs="rel=0">pP5Z2AlOPv0</youtube>
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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">&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">
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== <span style="font-size:xx-large;">Scheduling & Dispatching</span> ==
  
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<span style="font-size:medium;">'''Setup Employees'''</span>
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[https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf]&nbsp;
  
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&nbsp;When getting started you can send ThermoGRID Support all employees and we can set them up. ([email protected])
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<youtube urlargs="rel=0">j1H2rqBZVDM</youtube>
  
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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].
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Job flow if you start with a service job, flip it into a sales lead, sell it, and then install it.
  
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<span style="font-size:medium;">'''Setup Clients'''</span>
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<youtube urlargs="rel=0">cwIgSRSlREE</youtube> &nbsp; &nbsp;
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<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>
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== <span style="font-size:xx-large;">Invoicing - Technician Sales Office</span> ==
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<div class="mw-parser-output">Standard Operating Procedures</div>
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[https://help.thermogrid.com/images/9/90/ThermoGrid_-_Field_Staff_-_Sales_Job.pdf ThermoGrid_-_Field_Staff_-_Sales_Job.pdf]&nbsp;
  
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&nbsp;[https://help.thermogrid.com/index.php/QuickBooks#Export_.26_Transfer_Clients_QBD Export & Transfer Clients QBD]&nbsp;
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[https://help.thermogrid.com/images/e/e2/ThermoGrid_-_Field_Staff_-_Service_Job.pdf ThermoGrid_-_Field_Staff_-_Service_Job.pdf]&nbsp;‎
  
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&nbsp;[https://help.thermogrid.com/index.php/QuickBooks#Export_.26_Transfer_Clients_QBO Export & Transfer Clients QBO]&nbsp;
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[https://help.thermogrid.com/images/8/84/ThermoGrid_-_Field_Staff_-_Install_Job.pdf ThermoGrid_-_Field_Staff_-_Install_Job.pdf]&nbsp;
  
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&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.
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&nbsp;
  
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<span style="font-size:medium;">'''Setup Your Pricing'''</span>
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Creating Estimates and Invoices <youtube urlargs="rel=0">https://youtu.be/5f6U-zBBTP4</youtube>
  
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&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.)
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Advanced Invoicing Tasks (Add Pictures, Units/Equipment, Custom Job Docs) <youtube urlargs="rel=0">https://youtu.be/-wjmyXZJaKc</youtube>
  
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<span style="font-size:medium;">'''Setup [[Inventory|Inventory]]'''</span>
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Counter Sale <youtube urlargs="rel=0">966boicSu9w</youtube>&nbsp;
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<div class="mw-parser-output">&nbsp;</div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
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== Closing Orders, Jobs, Calls ==
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<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>
  
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Make sure all items are in your Service Catalog before setting up your inventory.
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== Purchasing – Install Coordinator ==
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<div class="mw-parser-output">
 
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=== '''Training Sessions:''' ===
 
  
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[[Training_Checklist|Training Checklist]]
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Standard Operating Procedure
  
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''* Have pricing uploaded first if possible.''
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[https://help.thermogrid.com/images/e/e3/ThermoGRID_-_Office_-_Supplier_Orders.pdf ThermoGRID_-_Office_-_Supplier_Orders.pdf]&nbsp;‎
  
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'''Session 1 -&nbsp;&nbsp;Administration/ Management - 1 to 2 hours'''
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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.
  
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Learn to customize and setup. Setup QB
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To do the [https://help.thermogrid.com/index.php/Inventory Inventory Management] you must complete the setup of your locations and stock levels.
  
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'''Session 2 - Call Center - 1 hour'''
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&nbsp;
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</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>
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Learn to schedule and dispatch. Need to book assign jobs to (Sales/Techs/Installers)
 
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Instrctions and videos -&nbsp;[[Scheduling_-_Dispatching|Scheduling - Dispatching]]&nbsp;
 
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'''Session 3&nbsp;- Sales/Techs/Installers - 1 hour'''
 
  
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Learn to give estimates and invoices to clients with signature and payment. Learn load calc., job docs, inventory, upload pics, and submit
 
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'''Session 4&nbsp;- Sales/Techs/Installers - 30 min Call center follows 1.5 hour&nbsp;'''
 
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Answer questions about previous training (Learn to give estimates and invoices to clients with signature and payment. Learn load calculations, job docs, inventory, upload pics, and submit)
 
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Call center learn to close orders/jobs/calls -&nbsp;transfer to QB - QB Log
 
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&nbsp;
 
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= Training Schedule =
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= '''<span style="color:#ff0000;">List of all ThermoGrid training pages</span>''' =
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Download Training Sheet [https://help.thermogrid.com/images/a/ad/Training_Schedule.xlsx HERE]&nbsp;
 
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<span style="color:#3300ff;">See all the basic&nbsp;training on <u>'''mobile view'''</u>. [https://help.thermogrid.com/index.php/Mobile HERE]</span>
 
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<div class="mw-parser-output">&nbsp;</div> </div>
 
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= <span style="color:#ff0000;">Basic Training</span> =
 
 
<div class="mw-parser-output">
 
<div class="mw-parser-output">
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{| border="1" cellpadding="1" cellspacing="1" style="width: 1100px;"
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|-
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|
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*'''[[NavBar|Navigation Bar / NavBar]]'''
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*[https://help.thermogrid.com/index.php/2._Tab_Calendar NavBar -&nbsp;Calendar]
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*[https://help.thermogrid.com/index.php/3._Tab_My_Calls NavBar -&nbsp;Calls]
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*[[NavBar_-_Jobs|NavBar - Jobs]]
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*[https://help.thermogrid.com/index.php/4._Tab_My_Orders NavBar -&nbsp;Orders]
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*[https://help.thermogrid.com/index.php/NavBar_-_Clients NavBar -&nbsp;Clients]
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*[https://help.thermogrid.com/index.php/NavBar_-_Reports NavBar -&nbsp;Reports]
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*[[NavBar_-_Administration|NavBar&nbsp;- Administration]]
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*[[App|App]]
  
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|
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'''Intro to training:'''
 
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'''Top right of you ThermoGRID account says “help” this leads you [https://help.thermogrid.com/index.php/Main_Page here]'''
 
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'''All Help Pages [https://help.thermogrid.com/index.php/Special:AllPages Here]'''
 
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'''Call'''
 
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This is the phone ringing. This way you can track all types of calls coming in, not only client but vendors telemarketers etc.
 
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(Enter client data)
 
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'''Job'''
 
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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.
 
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(Pulls in client data from the Call)
 
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(For entering Job type and details of the job)
 
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'''Order'''
 
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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.
 
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(Pulls all client info from the call)
 
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(Tied to DMR job&nbsp; types from the job)
 
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(Job costing tied to the Job)
 
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&nbsp;
 
&nbsp;
  
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Calendar and Login&nbsp;
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*[[Job_Documents_(Creating_Custom_Forms_and_Documents)|Job Documents]]
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<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
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*[https://help.thermogrid.com/index.php/Credit_Cards Credit Cards]
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<youtube urlargs="rel=0">qaoXoqEDIpo</youtube>
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*[https://help.thermogrid.com/index.php/Daily_Management_Report Daily Management Report]&nbsp;''(DMR)''
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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">
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*[https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis]&nbsp;''(Load Calculations)''
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== Call Center ==
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*[https://help.thermogrid.com/index.php/FAQ FAQ]
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*[https://help.thermogrid.com/index.php/Inventory Inventory]
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Basic Training Scheduling & Dispatching
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*[https://help.thermogrid.com/index.php/1._Tab_Administration#Club_Memberships_-_Maintenance_Agreements Maintenance Agreements]
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*[https://help.thermogrid.com/index.php/Marketing Marketing]
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<youtube urlargs="rel=0">Kj1InWoczgc</youtube>
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*[https://help.thermogrid.com/index.php/Message_Center Message Center]
  
 +
|
 
&nbsp;
 
&nbsp;
  
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'''Call Center Part 1'''
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*[https://help.thermogrid.com/index.php/Payroll Payroll]
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*[https://help.thermogrid.com/index.php/QuickBooks QuickBooks]
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Scheduling Dispatching - To Track KPIs and use DMR (Daily Management Report)
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*[https://help.thermogrid.com/index.php/Rates Rates]
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*[https://help.thermogrid.com/index.php/Roles Roles]
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<youtube urlargs="rel=0">141MZhiB16U</youtube>
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*[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]&nbsp;''(Price Book)''
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*[https://help.thermogrid.com/index.php/Timesheets Timesheets]
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Client Management, History, Locations
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*[https://help.thermogrid.com/index.php/Troubleshooting Troubleshooting]  
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*[https://help.thermogrid.com/index.php/VoIP VoIP]
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<youtube urlargs="rel=0">tvlGcJQOQ90</youtube>
 
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<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>
 
  
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&nbsp;
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|}
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</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>
  
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'''Call Center Part 2'''
 
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Closing (time sheets, orders, jobs, calls)
 
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<youtube urlargs="rel=0">3OxWd4aCeW4</youtube>[https://help.thermogrid.com/index.php/QuickBooks Setup QuickBooks]
 
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&nbsp;
 
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'''<span style="font-size:medium;">Memberships - Agreements - PMs - Service Contracts</span>'''
 
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<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>
 
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== Service ==
 
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Invoice a client a repair in less than 45 seconds
 
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<youtube urlargs="rel=0">UkQqmIeYWGs</youtube>
 
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Basic: (Invoicing, Pictures, Job Docs, Clock in and out, Job Status, M# S#, Load Calculations, Order Status)
 
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<youtube urlargs="rel=0">Dd8hl19bSBg</youtube>
 
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<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>
 
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[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">
 
<div class="mw-parser-output">
−
[https://help.thermogrid.com/index.php/4._Tab_My_Orders#Order_Estimate Order Estimate]
+
= ThermoGrid&nbsp;[https://www.gridmastertechnologies.com/ Website] =
−
</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>
 
−
 
 
−
<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>
 
−
 
 
−
<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">
 
−
== 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 veiw outputs on an order.
 
−
 
 
−
To do the [https://help.thermogrid.com/index.php/Inventory Inventory Management] you must complete the setup of your locations and stock levels.
 
−
 
 
−
&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>
 
−
== 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>
  
−
&nbsp;
+
= App Information (Beta) =
−
<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">
 
−
== 1. Online Training - 2. Webinars - 3. Onsite ==
 
−
 
 
−
<span style="color:#ff0000;"><span style="font-size:xx-large;">We Offer The Most Powerful HVAC/Plumbing/Electrical Coaching</span></span>
 
−
 
 
−
You can get training in all departments one of three ways.
 
−
 
 
−
<span style="font-size:medium;">'''#1 Recruiting'''</span>
 
−
 
 
−
On average companies we coach are able to bring in over 30 candidates a week for interviews.&nbsp;We will advise and provide you, among other things
 
−
 
 
−
*Interview Questions
 
−
*How to Become More Attractive in the Job Market
 
−
*Where to Recruit
 
−
*How to do Personality Assessments
 
−
*To Dos - Not To Dos
 
−
*Position Agreements
 
−
*Job Descriptions​
 
−
*When to recruit
 
−
*Where to recruit
 
−
*How to recruit
 
−
*Creating Ads
 
−
*Getting top talent
 
−
*Retention
 
−
 
 
−
<span style="font-size:medium;">'''#1 Call Center'''</span>
 
−
 
 
−
Your call center is usually the first point of contact a client has with your company.&nbsp; The&nbsp;individuals in these positions can basically make or break the success of the organization. &nbsp;We will provide and guide you with:
 
−
 
 
−
*Scripts (Inbound and Outbound)
 
−
*Scheduling Training
 
−
*Dispatching Training
 
−
*Responsibility Alignment
 
−
*Objection Handling
 
−
*Club Sales
 
−
*Call Conversion
 
−
 
 
−
<span style="font-size:medium;">'''#1 Sales&nbsp;'''</span>
 
−
 
 
−
Our sales process is infallible. No experience in HVAC or sales is needed. This program is very well rounded and covers all aspects of the sales process, including:​​
 
−
 
 
−
*The Script (learn to close sales at 70% or greater)
 
−
*Sales Book&nbsp;
 
−
*Advanced Questioning
 
−
*Psychology of Sales
 
−
*Neuro Linguistics&nbsp;
 
−
*Personality Assessing
 
−
*Objection Handling​
 
−
 
 
−
<span style="font-size:medium;">'''#1 Service'''</span>
 
−
 
 
−
With our help, build&nbsp;a superstar technician from the ground up.&nbsp; We will implement our sales process in the service department to help you build a stellar selling technician.&nbsp; We will&nbsp;guide you and provide you with:
 
−
 
 
−
*Script - Full process of a service job
 
−
*How to present a&nbsp;price effectively
 
−
*Selling Maintenance Agreements
 
−
*Generating Leads
 
−
*Advanced Questioning
 
−
*Personality Assessing
 
−
*Objection Handeling​
 
−
*Average Ticket
 
−
*Technical
 
−
*EPA
 
−
 
 
−
<span style="font-size:medium;">'''Management'''</span>
 
−
 
 
−
Learn to effectively lead, coach and manage your team with these processes. As a leader you will learn to prioritize and make sure the focus is always moving towards the success you want.
 
−
 
 
−
*Maintenance Agreements
 
−
*Handbook
 
−
*Flat Rate Pricing&nbsp;
 
−
*Safety Protocol
 
−
*Technical Knowledge
 
−
*Performance Reviews
 
−
*Organizational Charts
 
−
*Accountability
 
−
*Personality Assessing
 
−
*Time Management
 
−
*Manage&nbsp;
 
−
*Coaching
 
−
*Leading
 
−
 
 
−
<span style="font-size:medium;">'''Documents for Business Management'''</span>
 
−
 
 
−
We have all the forms you need&nbsp;to increase communication, protect yourself as a business, and have a professional image.
 
−
 
 
−
*Maintenance Agreements
 
−
*Handbook
 
−
*Flat Rate Pricing&nbsp;
 
−
*Safety Protocol
 
−
*Technical Knowledge
 
−
*Performance Reviews
 
−
*Organizational Charts
 
−
*Exit interview
 
−
</div> </div> <div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> <div class="mw-parser-output">&nbsp;</div> </div> </div>
 
−
= <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">
 
−
== Browser ==
 
−
 
 
−
Are you using Google Chrome?
 
−
 
 
−
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.
 
−
 
 
−
Try a different browser.&nbsp;
 
−
 
 
−
Try to recreate the issue on a different device.
 
−
 
 
−
&nbsp;&nbsp;
 
−
</div> </div> </div>
 
−
<div class="mw-parser-output">
 
−
= ThermoGRID Website =
 
  
−
www.ThermoGRID.com
+
[[File:TG app page.png|TG app page.png|link=https://help.thermogrid.com/index.php/App]]&nbsp;
 
</div>
 
</div>

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

RTENOTITLE

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

 

 

 
 
 
 

ThermoGrid Website

 

App Information (Beta)

TG app page.png 

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