Difference between revisions of "Main Page"
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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"> | Make sure you watch this before the training so you know the order of how you will be trained and can see the high level features. <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"> | ||
*[https://help.thermogrid.com/index.php/Terms_&_Conditions_RISE Terms & Conditions RISE] | *[https://help.thermogrid.com/index.php/Terms_&_Conditions_RISE Terms & Conditions RISE] | ||
| − | *[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid] | + | *[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid] |
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| − | <div class="mw-parser-output"> | + | = <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> | <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"><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"> | ||
<youtube urlargs="rel=0">pP5Z2AlOPv0</youtube> | <youtube urlargs="rel=0">pP5Z2AlOPv0</youtube> | ||
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| − | + | == <span style="font-size:xx-large;">Scheduling & Dispatching</span> == | |
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[https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf] | [https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf] | ||
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<youtube urlargs="rel=0">cwIgSRSlREE</youtube> | <youtube urlargs="rel=0">cwIgSRSlREE</youtube> | ||
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| − | + | == <span style="font-size:xx-large;">Invoicing - Technician Sales Office</span> == | |
| − | == Invoicing - Technician Sales Office == | ||
<div class="mw-parser-output">Standard Operating Procedures</div> | <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] | [https://help.thermogrid.com/images/9/90/ThermoGrid_-_Field_Staff_-_Sales_Job.pdf ThermoGrid_-_Field_Staff_-_Sales_Job.pdf] | ||
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Counter Sale <youtube urlargs="rel=0">966boicSu9w</youtube> | Counter Sale <youtube urlargs="rel=0">966boicSu9w</youtube> | ||
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== Closing Orders, Jobs, Calls == | == Closing Orders, Jobs, Calls == | ||
| − | <div class="mw-parser-output">Standard Operating Procedure</div> <div class="mw-parser-output">[https://help.thermogrid.com/images/c/c9/ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf] </div> | + | <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] </div> </div> <div class="mw-parser-output"><div class="mw-parser-output"> |
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| + | = '''<span style="color:#ff0000;">List of all ThermoGrid training pages</span>''' = | ||
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{| border="1" cellpadding="1" cellspacing="1" style="width: 1100px;" | {| border="1" cellpadding="1" cellspacing="1" style="width: 1100px;" | ||
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| − | + | *'''[[NavBar|Navigation Bar / NavBar]]''' | |
| − | + | *[https://help.thermogrid.com/index.php/2._Tab_Calendar NavBar - Calendar] | |
| − | *[ | + | *[https://help.thermogrid.com/index.php/3._Tab_My_Calls NavBar - Calls] |
| − | *[https://help.thermogrid.com/index.php/2._Tab_Calendar | + | *[[NavBar_-_Jobs|NavBar - Jobs]] |
| − | *[https://help.thermogrid.com/index.php/3._Tab_My_Calls | + | *[https://help.thermogrid.com/index.php/4._Tab_My_Orders NavBar - Orders] |
| − | *[https://help.thermogrid.com/index.php/4._Tab_My_Orders | + | *[https://help.thermogrid.com/index.php/NavBar_-_Clients NavBar - Clients] |
| − | *[https://help.thermogrid.com/index.php/ | + | *[https://help.thermogrid.com/index.php/NavBar_-_Reports NavBar - Reports] |
| − | *[https://help.thermogrid.com/index.php/ | + | *[[NavBar_-_Administration|NavBar - Administration]] |
| − | *[ | + | *[[App|App]] |
| − | *[ | ||
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| − | *[https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis] | + | *[[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] ''(DMR)'' | ||
| + | *[https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis] ''(Load Calculations)'' | ||
*[https://help.thermogrid.com/index.php/FAQ FAQ] | *[https://help.thermogrid.com/index.php/FAQ FAQ] | ||
*[https://help.thermogrid.com/index.php/Inventory Inventory] | *[https://help.thermogrid.com/index.php/Inventory Inventory] | ||
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*[https://help.thermogrid.com/index.php/Marketing Marketing] | *[https://help.thermogrid.com/index.php/Marketing Marketing] | ||
*[https://help.thermogrid.com/index.php/Message_Center Message Center] | *[https://help.thermogrid.com/index.php/Message_Center Message Center] | ||
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| + | *[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/Rates Rates] | ||
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*[https://help.thermogrid.com/index.php/Roles Roles] | *[https://help.thermogrid.com/index.php/Roles Roles] | ||
| − | *[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog] | + | *[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog] ''(Price Book)'' |
*[https://help.thermogrid.com/index.php/Timesheets Timesheets] | *[https://help.thermogrid.com/index.php/Timesheets Timesheets] | ||
*[https://help.thermogrid.com/index.php/Troubleshooting Troubleshooting] | *[https://help.thermogrid.com/index.php/Troubleshooting Troubleshooting] | ||
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| + | = ThermoGrid [https://www.gridmastertechnologies.com/ Website] = | ||
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| + | </div> | ||
| − | = | + | = App Information (Beta) = |
| − | [https:// | + | [[File:TG app page.png|TG app page.png|link=https://help.thermogrid.com/index.php/App]] |
</div> | </div> | ||
Latest revision as of 08:43, 17 September 2024
Contents
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
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
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
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ThermoGrid Website
App Information (Beta)
