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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 = 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. <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>
+Make sure you watch this before the training so you know the order of how you will be trained and can see the high level features. <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
+*[https://help.thermogrid.com/index.php/Terms_&_Conditions_RISE Terms & Conditions RISE]
-<youtube urlargs="rel=0">Gtg8Rhjg6pQ</youtube>
+*[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid]
-= <span style="color:#ff0000;">Training</span> =
+&nbsp;
-<div class="mw-parser-output">&nbsp;</div> </div>
+<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:#ffffff;">Training</span> =
-== Setup - Drop Downs ==
+<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> ==
 <span style="font-size:medium;">'''Login:'''</span>
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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">
+== <span style="font-size:xx-large;">Scheduling & Dispatching</span> ==
-<div class="mw-parser-output">
-== Scheduling & Dispatching ==
 [https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf]&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>
+== <span style="font-size:xx-large;">Invoicing - Technician Sales Office</span> ==
-<div class="mw-parser-output">
-== Invoicing - Technician Sales Office ==
 <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;
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 Counter Sale <youtube urlargs="rel=0">966boicSu9w</youtube>&nbsp;
-<div class="mw-parser-output">&nbsp;</div> </div></div></div>
+<div class="mw-parser-output">&nbsp;</div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
-<div class="mw-parser-output">
 == 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;
-&nbsp;
+<youtube urlargs="rel=0">IIeLkUroozk</youtube>
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 <div class="mw-parser-output">
-= <span style="color:#ff0000;">List of all training pages</span> =
+<div class="mw-parser-output">
-<div class="mw-parser-output"><div class="mw-parser-output">See a complete list of Training pages and topics [https://help.thermogrid.com/index.php/Training HERE]</div> <div class="mw-parser-output">&nbsp;</div>
+<div class="mw-parser-output">
+= '''<span style="color:#ff0000;">List of all ThermoGrid training pages</span>''' =
+<div class="mw-parser-output">
 {| border="1" cellpadding="1" cellspacing="1" style="width: 1100px;"
 |-
 |
-*[https://help.thermogrid.com/index.php/1._Tab_Administration 1. Tab Administration]
+*'''[[NavBar|Navigation Bar / NavBar]]'''
-*[https://help.thermogrid.com/index.php/2._Tab_Calendar 2. Tab Calendar]
+*[https://help.thermogrid.com/index.php/2._Tab_Calendar NavBar -&nbsp;Calendar]
-*[https://help.thermogrid.com/index.php/3._Tab_My_Calls 3. Tab My Calls]
+*[https://help.thermogrid.com/index.php/3._Tab_My_Calls NavBar -&nbsp;Calls]
-*[https://help.thermogrid.com/index.php/4._Tab_My_Orders 4. Tab My Orders]
+*[[NavBar_-_Jobs|NavBar - Jobs]]
-*[https://help.thermogrid.com/index.php/5._Tab_My_Clients 5. Tab My Clients]
+*[https://help.thermogrid.com/index.php/4._Tab_My_Orders NavBar -&nbsp;Orders]
-*[https://help.thermogrid.com/index.php/Creating_Custom_Forms_and_Documents Creating Custom Forms and Documents]
+*[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;
+*[[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]
+*[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/Engineering_Analysis Engineering Analysis]&nbsp;''(Load Calculations)''
 *[https://help.thermogrid.com/index.php/FAQ FAQ]
-*[https://help.thermogrid.com/index.php/Installer Installer]
 *[https://help.thermogrid.com/index.php/Inventory Inventory]
-*[https://help.thermogrid.com/index.php/Main_Page Main Page]
+*[https://help.thermogrid.com/index.php/1._Tab_Administration#Club_Memberships_-_Maintenance_Agreements Maintenance Agreements]
-*[https://help.thermogrid.com/index.php/1._Tab_Administration#Club_Memberships Maintenance Agreements]
+*[https://help.thermogrid.com/index.php/Marketing Marketing]
+*[https://help.thermogrid.com/index.php/Message_Center Message Center]
 |
-*[https://help.thermogrid.com/index.php/Marketing Marketing]
+&nbsp;
-*[https://help.thermogrid.com/index.php/Message_Center Message Center]
-*[https://help.thermogrid.com/index.php/Mobile Mobile]
-*[https://help.thermogrid.com/index.php/MobileApp MobileApp]
-*[https://help.thermogrid.com/index.php/New_Features New Features]
-*[https://help.thermogrid.com/index.php/Offline_Sync Offline Sync]
 *[https://help.thermogrid.com/index.php/Payroll Payroll]
-*[https://help.thermogrid.com/index.php/Privacy Privacy]
-*[https://help.thermogrid.com/index.php/Promotion_Terms_of_Use Promotion Terms of Use]
 *[https://help.thermogrid.com/index.php/QuickBooks QuickBooks]
 *[https://help.thermogrid.com/index.php/Rates Rates]
-*[https://help.thermogrid.com/index.php/Reconciliation_&_Closing Reconciliation & Closing]
-*[https://help.thermogrid.com/index.php/Reports Reports]
-|
 *[https://help.thermogrid.com/index.php/Roles Roles]
-*[https://help.thermogrid.com/index.php/Sales_Representative Sales Representative]
+*[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]&nbsp;''(Price Book)''
-*[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]&nbsp;- Price Book
-*[https://help.thermogrid.com/index.php/Service_Technician Service Technician]
-*[https://help.thermogrid.com/index.php/Terms_&_Conditions_RISE Terms & Conditions RISE]
-*[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid]
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-*[https://help.thermogrid.com/index.php/Training_Checklist Training Checklist]
 *[https://help.thermogrid.com/index.php/Troubleshooting Troubleshooting]
-*[https://help.thermogrid.com/index.php/Updates Updates]
 *[https://help.thermogrid.com/index.php/VoIP VoIP]
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-= <span style="color:#e74c3c;">Self Setup & Training</span> =
 <div class="mw-parser-output">
-= <span style="color:#e74c3c;">Troubleshooting</span> =
+= ThermoGrid&nbsp;[https://www.gridmastertechnologies.com/ Website] =
-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"><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.
-If you are having issues all of the sudden being able to use ThermoGrid&nbsp;use a device that is not connected to your company network. One way to do this is use a smartphone or tablet that has wifi off. From here try to login into TG, if the device can access TG but the devices on your company wifi or network cannot then you need to contact your internet provider and let them know the situation. They may need to white list TG so you can access again.
-</div>
-== Device ==
-Do you have the same issue on a different device?
-Check mobile vs desktop as well.
-<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
-== Browser ==
-Are you using Google Chrome? Use 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 to see if you have the same problem.&nbsp;
-Try to recreate the issue on a different device.
-&nbsp; If you can not recreate the issue on a different device using a different network, see below.
-Challenges:
-*Logo not loading
-*VoIP recordings not loading or playing
-*Can't get to ThermoGRID&nbsp;login site
-*Can't upload/download file, documents, pics
-*Can not process Credit cards or ACH
-If other devices can do this from other networks check DNS.
-Settings>More Tools>Developer Tools>Console
-If you see an error "unable to load" (404) "Name not Resolving" you will need to change your DNS.
-On the device go to network settings>Advanced>+DNS Server
-Use 1.1.1.1 or 8.8.8.8</div>
 &nbsp;
-<div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
+</div>
-== VPN - Notice if you use a VPN ==
-For security reasons, in our recent maintenance window, we started to block web traffic to ThermoGRID from areas outside the US and Canada.
-&nbsp;
-We are currently only targeting companies in the US and Canada so this shouldn't be a problem for most of our customers. It can however, affect some people in specific circumstances.
-&nbsp;
-To determine if this will affect you, you can review the following questions:
-&nbsp;
-. Do you plan on using ThermoGRID while traveling outside the US and Canada?
-&nbsp; &nbsp; &nbsp; 1b) No. - This change will not affect you for this scenario.
-&nbsp; &nbsp; &nbsp; 1a) Yes. - You will be affected by this change and will likely not be able to connect to ThermoGRID.
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;If you still need to use ThermoGRID while traveling outside the US or Canada, look into getting a VPN or a proxy server that is based in the US or Canada.
-. Do you use a VPN while at work?
-&nbsp; &nbsp; &nbsp; 2b) No. - This change will not affect you for this scenario.&nbsp;&nbsp;
-&nbsp; &nbsp; &nbsp; 2a) Yes. -&nbsp; Review question 3.
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 3. Do you connect to a VPN server outside the US or Canada or get proxied through a country outside the US or Canada&nbsp;?
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 3a) Yes. - You will be affected by this change and will likely not be able to connect to ThermoGRID.
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;In your VPN client, try to change locations to one in the US or Canada or switch to another VPN provider.
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 3b) No. - This change will not affect you for this scenario.
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 3c) I'm not sure. - Look at your VPN client and try to locate where you are connected to.
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;If it's in the US and/or Canada and ThermoGRID is currently working for you, you should be okay.&nbsp;
-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;If it's not in the US and/or Canada or you can't currently connect to ThermoGRID, in your VPN client, try to change locations to one in the US or Canada or switch to another VPN provider.
-</div> <div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div>
-= ThermoGRID Website =
+= App Information (Beta) =
-https://www.ecisolutions.com/equipment-maintenance-service/thermogrid/
+[[File:TG app page.png|TG app page.png|link=https://help.thermogrid.com/index.php/App]]&nbsp;
 </div>