Difference between revisions of "Main Page"

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= How to Use ThermoGRID WIKI =
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= 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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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.
 
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= <span style="font-size:1.8em"><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"><span style="font-family:">New Features & Updates</span></span></span></span></span></span></span></span></span></span></span></span> =
 
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<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 Real Soon:</span>'''​</span></span></span></span></span></span></span></span>
 
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<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>
 
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<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>
 
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<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>
 
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'''1-14-18'''
 
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New help center under construction, it operates like Wikipedia -&nbsp;Will be complete this month.
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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</ul>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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>
 
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<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">11-28-17</span>'''</span></span></span></span></span></span></span></span>
 
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<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) Allow archived users to still be shown as overrider on timesheet report<br/> 2) Fix view of units worked on table on detailed view of Client Agreement<br/> 3) Fix daylight savings time issue in calendar export on recurring events. All events now pass along the timezone instead of assuming UTC.</span></span></span></span></span></span></span></span>
 
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<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">'''11-27-17'''</span></span></span></span></span></span></span></span></span>
 
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<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. You can now save tax before selecting an option. Before changes to tax bracket before selection an option would not save.<br/> 2. When selecting a client address on an order, the order will identify the zip code and automatically map it to a tax rate and select it for the order.</span></span></span></span></span></span></span></span>
 
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*<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">In order to set this up, go to the tax rate section on company settings. There is now a cog wheel with an Add Postal Code option.</span></span></span></span></span></span></span></span>
 
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*<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">You can enter a zip code an an extension for each tax rate except the local tax rate. That is handled differently by TG and can't have special properties/fields like other added tax rates.</span></span></span></span></span></span></span></span>
 
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*<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">If you enter a code and an extension it will look for that specifically when matching to a clients address. So if you have 52001-1234, a client with either just 52001 or 52001-7890 will not match. Only addresses with 52001-1234 will match.</span></span></span></span></span></span></span></span>
 
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*<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">If you enter a code with no extension it will look for zip codes that have that starting code and any extensions will match / be ignored. So if you have just 52002, a client with 52003 will not match. Addresses with 52002 or 52002-1234 will match.</span></span></span></span></span></span></span></span>
 
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*<br/> <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. Tax rates in TG can be mapped to Tax brackets in QBO and/or QBD. This can be helpful for companies that want to the taxes to map to something specific or already setup in their QB.</span></span></span></span></span></span></span></span>
 
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*<br/> <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">Under the tax settings on the company settings page, under the newly added cog wheel, you'll also notice options Add QBO Mapping and Add QBD Mapping.</span></span></span></span></span></span></span></span>
 
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*<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">Enter the tax name and agency name in QB that you want to use. For QBO, when an order is synced it will attempt to find a tax bracket setup with that information. If one is found, it will use that for the order, otherwise it will create its own. For QBD, It will also search but it will error out if none is found. It won't create it's own.</span></span></span></span></span></span></span></span>
 
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<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">11-1-17</span>'''</span></span></span></span></span></span></span></span>
 
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<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">''Must use new spreadsheet for service catalog (to get this all you have to do is export your service catalog and if you have a document out you can copy and paste data into the new spreadsheet. If you do not have a catalog out you will not need to do anything)''</span></span></span></span></span></span></span></span>
 
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<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">Export Service Catalog to mass edit Y/N to edit description on Order Estimate page'''(there is now a new column in the excel export for choosing if the item's description can be edited)'''</span></span></span></span></span></li>
 
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<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">Export Service Catalog to mass edit discounts and fees (there is now a new column in the excel export for choosing what discount or fee each item gets)</span></span></span></span></span></li>
 
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<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">'''10-31-17'''</span></span></span></span></span></span></span></span></span>
 
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<ul style="/* insecure input */">
 
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<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">Able to edit the description on the order estimate page. Go to: Administration, Service Catalog, edit an item, then change "Allow Description Override" to Yes. Now go add that item to the order Estimate page and you can change the description when clicking on it and editing it.</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 token "Job Reason" to email templates</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 "Visit Date" filter to membership report</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 "Export Unit Extras" button to membership page so when you pull a list of all memberships due you can see how many of each type of filter you need, bulbs, belts, etc.</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">'''10-24-17'''</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">Subscription CC processing - Beta</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">Can format "Client Job Communications" (Email messages) Bold, Italic, Paragraphs etc.</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">'''10-18-17'''</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">Can choose on events if you want reminder to be text, email or both</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">Can choose on the user if they want notifications by text, email or both</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">Can add additional client reminders for for upcoming jobs... 2 hours before, Day before Etc.</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">'''10-17-17'''</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">Send reminder messages by job type now</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">Able to choose text email or both for client job reminder messages</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">10-9-17</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">Can now see History of a client 24/7 from the order page right next to the current balance.</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">Can print email selected option on order estimates page</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">Note on load calc flooring for LXW for slab options</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">Client balance will not appear to delete when selecting</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">When a client signs an agreement it will notify the sales rep or tech now as well as company</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">On-call day view will display name of rep on-call</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"><font style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)">'''10-4-17'''</font></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">Email or print "Multiple Bids or Estimates" Click option and just email right from the "Order Estimate" page - it will save the option in email so if you email 3 the client can review all 3 options later.</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">Can update units on memberships after they have been created.</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">10-3-17</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">New Payroll Reports and Tracking (see full view of all employees PTO and requests, payroll, commissions, tasks, hourly all in one spot)</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">'''9-27-17'''</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">Credit Card Processing Integration (schedule a time for us to set up your account)</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">'''9-26-17'''</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 check for "tech_lead_generated_by" in addition to the "tech_lead_generated_flag" when displaying commission and bonus on the job costing page.</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 a link to add call right from calendar under the button "Add"</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">Bug fix delete order from cog wheel</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">9-25-17</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 in phone number and support email to footer of TG pages</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 a delete pop up to "manage users" to confirm if you want to delete (now named Archive) a user.</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 an option in cog wheel so an admin can view archived users.</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 button for admin to restore an archived user.</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">Adding emitters (logging) to service catalog to be used for audit. Logs inserts/updates/deletes/imports/exports.</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">Removed Schedule a followup checkbox from job info page. (it didn't do anything)</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 call number/link to the calendar "job details" pop up.</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">'''9-19-17'''</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">Add pictures right to the equipment</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">Attach items to equipment filters, belts, IAQ items.. so you have your list before going to the clients home.</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">'''9-11-17'''</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">Changes to timecard permissions - Admin users can edit punches. Only users with "Manage Users" can see wages other than their own.</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">Weed out archived clients on "Units Worked On" dropdown on order estimate page</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">Weed out archived addresses on "Call Info" page</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">Disable autocomplete for the site</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">Change Address field to default to "New Address,"and have the page update accordingly when "New Address" is selected.</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">Change when save happens for "State" dropdown so it only saves when they leave the field, rather than on every change to help prevent duplicate addresses being created for each state starting with a letter.</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">'''9-05-17'''</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">Techs can see all history of orders for clients assigned to them (click call, history, orders)</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">Set payment status on job costing page</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">Location notes are visible by techs when reviewing the call</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">Inventory truck restock/field purchase segment added to order. Here installers or techs can add items off the truck even if not charging for it and items purchased from hardware stores. (Open order and click Inventory Restock)</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">Timezone calendar event all day bug fix</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">8-24-17</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">Service Area Feature - Be able to see if a client is outside your service area right on the map</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">Affiliate Feature - add businesses you associate with and send referrals with a click of a button</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">Export Report/Order with Zip code</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">Equipment/Agreement Duplication, Order time zone timestamp fix</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">Daily Management Report - Dashboard</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">8-15-17</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">Weekly subtotal is added to time sheets.</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">"View Timecard" is now a default on time sheets.</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">New History tab entered to see all Calls, Jobs, and Orders... coming soon click numbers to see all details.</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">Techs can view all information to jobs they are assigned to.</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">Removed fields not needed on Job Costing and entered notes to explain how to perform Job Costing for reports.</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">8-14-17</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">Update now status in "Equipment & Tasks / Order Estimate" by clicking the gear icon</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">Can search for a client by phone number or company name now when adding a new call or a new order and have it auto fill the information.</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">Quick links on orders page: click orders, then the triangle next to the edit button and you can access any page now from here.</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">'''8-7-17'''</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">Can add an "Order" for sales or service from "Job Details" now (ease of use).</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">When opening or adding an "Order" it defaults to "Tasks & Equipment" (ease of use).</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">"Audit Log" available so you can see who does what in the system add (/audit.html/) to the end of your ThermoGRID address.</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 drop down buttons on the calendar for easy mobile use (ease of use).</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">Condensed eligibility, user name, and score into one column on the calendar and dispatching screen. <span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">Green</span> check mark means eligible and <span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">red</span> x means ineligible.</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">'''8-1-17'''</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 css-based print view of the job costing page to make numbers match.</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 Merge Address function on client address page. Merges the links to calls, jobs, orders, units, and client billing address reference and removes old address.</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">Made change to query to return jobs / number of jobs for calls that are archived.</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">Make order output pages print and email buttons consistent across all pages.</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 Order supplier order notes field that can be saved for each order. Notes field appears on web and print version. Also converted manage supplier email address field to comma separated field to allow people to send supplier order to multiple addresses.</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">Tweaked spacing on job and order list to make order and job number easily visible.​</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">'''7-25-17'''</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">Search by client phone number</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">Job cost printout bug fix</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">Signature limit increase</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">'''7-19-17'''</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">Notification to client if they forget to save signature</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">Quick links to addd Maintenance agreements you book a call</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">Bug fix add units as tech from the order</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">Auto save client email when sending the invoice if it wasnt previously typed in when booking the call.</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">QB Tax Fix</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">'''7-18-17'''</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">QB Roll Back Feature</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">Offline Management</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">Client can digitally sign invoices you email.</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">'''7-13-17'''</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">Darkened notes & payment for techs mobile use</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">New report, on client page you can export by zip code, city, state, name... for marketing or just see all locations and equipment for one client</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">'''7-10-17'''</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">Visible job status on calendar - Dispatched, In Route, Onsite, Complete, Etc. (Go to manage drop downs and Job Tech Status to setup)</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">Able to create an order from in an order at the gear symbol.</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">Bug Fixes - Tax.</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">'''7-5-17'''</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">Client invoices now says do nor replay and posts your company email for them to reply to. it also shows your company name in the subject line and their location address.</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">Client balance in QuickBooks will now transfer back to ThermoGRID and will be in red bold text if the client has a balance.</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">New Role for Managing users, now you can assign anyone you want to access that.</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">'''7-4-17'''</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">New feature to assign cost of repairs to equipment M# & S# and pull reports on equipment by cost, client, or unit type. You can also send large messages to clients from here.</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">'''7-3-17'''</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">Changed the character limit from 12 to 25, on the order page for options.</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">'''6-29-17'''</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">​Ability to add an order to a call even though created separately.</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 tech to see club membership on call 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">'''6-28-17'''</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">​QuickBooks Desktop Sync log added under "Company Settings" "View Log"</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">6-26-17</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">When unlocking calendar assistants are eligible</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 notification to clock individual out of a job before closing the job</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 notification to close or delete a job before archiving a call</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 notification that all time cards and data will be deleted if you delete a user</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">All photos, documents, uploads are saved to client address now under clients</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">Token bug fixes on documents in the order</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">QuickBooks Online Sync log added under "Company Settings" "View Log"</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">'''6-19-17'''</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">Tech name added to invoice.</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">Time stamp on client invoice under signature added.</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">New Equipment report by age of units and able to do email campaigns 500 emails and 500 texts included/month for free.</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">Bug fixes: Logo Print Size, Discounts & Fees, Notes in calls showing up, QuickBooks - rounding & discounts & fees.</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">Able to send email from job docs page.</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">Too much text notification, this is in the client notes on invoice. QB only allows 999 characters.</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">​</span>'''<span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">'''6-9-17'''</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">Stage 2/3 client messaging, build email and text templates that you can send from the job and to maintenance agreement 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">6-8-17</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">​Color templates for "Primary job Types" in "Manage Drop Downs"</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">5-31-17</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">Search any address from client page</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">City, State, and zip added to jobs 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">Quick link to dispatching from job details 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">Current time bar added to the calendar</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">5-30-17</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">Calendar - Unscheduled & Unassigned Bug Fix</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">Duplicate Job Numbers Under Clock Bug Fix</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">Export Club Members excel report</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">5-25-17</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">Job Docs on orders are now accessible for Service, Install, and Sales Roles.</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">5-24-17</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">Use install date for date transferred to QBD</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">Sync QBD customers with TG customers to prevent duplicates</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">Sync QBD both client addresses to client and order</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">Recurring Job Events</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">Partially receive inventory order</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">Exclude deleted users and admin from location tracking</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 commission&nbsp;% to orders report</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">5-16-17</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">Inventory stock level editing modifications</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">Signature appear on printout of detailed invoice</span></span></span></span></span></li>
 
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<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">Discounts & fees</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">'''5-12-17'''</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 a discounts and fees drop down to the Order. You can set this up in Admin, Financial Settings, Discounts and Fees.</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">Bug Fixes</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 new feature to speed up the "add calls" page</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">Maintenance 10pm-12am CST</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">'''5-10-17'''</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 the ability to change the date on an order so when synced to QuickBooks it uses the date you entered for when the revenue hits the financials. If you do not enter a date it uses the Job Costing date.</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 the custom "Job Documents" button directly to the orders and the ability to check a box to have it sent to the client with the invoice.</span></span></span></span></span></li>
 
−
</ul>
 
−
 
 
−
&nbsp;
 
−
 
 
−
<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">'''5-03-17'''</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">Add units button to the order so tech can add model # and serial # right there.</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 import/export/duplicate location feature to the inventory module for easy inventory setup.</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">'''4-26-17'''</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">Time cards with geo locate to the timesheet report.</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">'''4-25-17'''</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">''Begin Update log, all previous updates were sent out randomly.''</span></span></span></span></span></li>
 
−
</ul>
 
−
 
 
−
&nbsp;
 
−
 
 
−
&nbsp;
 
−
</div> </div> </div> </div> </div> </div> </div> <div class="mw-parser-output">&nbsp;</div> </div> </div>
 
−
= [[Full_Feature_List|Full Feature List]] =
 
−
 
 
−
<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>
 
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#<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>
 
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−
<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>
 
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<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>
 
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−
#<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>
 
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#<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>
 
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#<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>
 
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#<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>
 
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#<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>
 
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#<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>
 
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#<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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</ul>
 
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<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>
 
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#<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>
 
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#<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>
 
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#<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>
 
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#<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>
 
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#<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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<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>
 
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#<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>
 
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#<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>
 
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#<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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−
<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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−
<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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−
<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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−
<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>
 
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<ul style="list-style-type:circle">
 
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<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>
 
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−
<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>
 
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<ul style="list-style-type:circle">
 
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<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>
+
&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="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="color:#ffffff;">Training</span> =
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<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">
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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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= How to Navigate ThermoGRID =
+
== <span style="font-size:xx-large;">Setup - Drop Downs</span> ==
  
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Login&nbsp;
+
<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 campany name'''.thermogrid.com'''
+
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.
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Type this into the address bar at the top of your browser, we recommend using google chrome as yor browser.
 
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&nbsp;
 
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Home Page
 
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*How to videos
 
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*Terms of use
 
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*Support
 
  
 
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)
Line 630: Line 23:
 
*Phone  
 
*Phone  
 
*Email  
 
*Email  
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+
<div class="mw-parser-output">
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Reports Page
 
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*Sales/Commissions
 
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*Timesheets
 
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Calendar Page
 
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*Add Event
 
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*Sync to other calendar
 
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*On call
 
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*Jobs
 
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Clock Page
 
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*Daily Timekeeping
 
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*Job
 
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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;
 
&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.
 
−
 
 
−
'''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.
 
−
 
 
−
'''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.
 
−
 
 
−
Then click '''Create Event'''
 
  
−
*'''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.
+
<youtube urlargs="rel=0">j1H2rqBZVDM</youtube>
−
*'''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;
+
Job flow if you start with a service job, flip it into a sales lead, sell it, and then install it.
  
−
Clock Button
+
<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;
  
−
*'''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.  
+
[https://help.thermogrid.com/images/e/e2/ThermoGrid_-_Field_Staff_-_Service_Job.pdf ThermoGrid_-_Field_Staff_-_Service_Job.pdf]&nbsp;‎
−
*'''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.  
+
[https://help.thermogrid.com/images/8/84/ThermoGrid_-_Field_Staff_-_Install_Job.pdf ThermoGrid_-_Field_Staff_-_Install_Job.pdf]&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.  
 
−
#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.  
 
−
#Job number break down= year, month, day, hour, min, sec, millisecond
 
  
 
&nbsp;
 
&nbsp;
  
−
Calls Page
+
Creating Estimates and Invoices <youtube urlargs="rel=0">https://youtu.be/5f6U-zBBTP4</youtube>
−
 
 
−
*See all calls you have been assigned to
 
−
 
 
−
Orders Page
 
  
−
*See all orders you have created
+
Advanced Invoicing Tasks (Add Pictures, Units/Equipment, Custom Job Docs) <youtube urlargs="rel=0">https://youtu.be/-wjmyXZJaKc</youtube>
  
−
'''Calls/Jobs/Orders'''
+
Counter Sale <youtube urlargs="rel=0">966boicSu9w</youtube>&nbsp;
 +
<div class="mw-parser-output">&nbsp;</div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
 +
== Closing Orders, Jobs, Calls ==
 +
<div class="mw-parser-output">Standard Operating Procedure</div> <div class="mw-parser-output">[https://help.thermogrid.com/images/c/c9/ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf]&nbsp;</div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;
 +
<youtube urlargs="rel=0">IIeLkUroozk</youtube>
  
−
Click “My Calls”
+
== Purchasing – Install Coordinator ==
  
−
*'''''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.
+
Standard Operating Procedure
−
*'''''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;
+
[https://help.thermogrid.com/images/e/e3/ThermoGRID_-_Office_-_Supplier_Orders.pdf ThermoGRID_-_Office_-_Supplier_Orders.pdf]&nbsp;‎
  
−
Here you are able to review info of the client:
+
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.
  
−
*The map for location of the job and also click “'''Open in Google Maps'''” under the calendar for directions.  
+
To do the [https://help.thermogrid.com/index.php/Inventory Inventory Management] you must complete the setup of your locations and stock levels.
−
*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.  
 
  
 
&nbsp;
 
&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>
  
−
*Click “'''History'''” and you can click call numbers to see previous work completed and recommendations.  
+
<div class="mw-parser-output">
 +
<div class="mw-parser-output">
 +
<div class="mw-parser-output">
 +
= '''<span style="color:#ff0000;">List of all ThermoGrid training pages</span>''' =
 +
<div class="mw-parser-output">
 +
{| border="1" cellpadding="1" cellspacing="1" style="width: 1100px;"
 +
|-
 +
|
 +
*'''[[NavBar|Navigation Bar / NavBar]]'''  
 +
*[https://help.thermogrid.com/index.php/2._Tab_Calendar NavBar -&nbsp;Calendar]
 +
*[https://help.thermogrid.com/index.php/3._Tab_My_Calls NavBar -&nbsp;Calls]
 +
*[[NavBar_-_Jobs|NavBar - Jobs]]
 +
*[https://help.thermogrid.com/index.php/4._Tab_My_Orders NavBar -&nbsp;Orders]
 +
*[https://help.thermogrid.com/index.php/NavBar_-_Clients NavBar -&nbsp;Clients]
 +
*[https://help.thermogrid.com/index.php/NavBar_-_Reports NavBar -&nbsp;Reports]
 +
*[[NavBar_-_Administration|NavBar&nbsp;- Administration]]
 +
*[[App|App]]
  
 +
|
 
&nbsp;
 
&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.).
+
*[[Job_Documents_(Creating_Custom_Forms_and_Documents)|Job Documents]]
−
 
+
*[https://help.thermogrid.com/index.php/Credit_Cards Credit Cards]
−
*Scroll to the bottom of the “Call” and click '''“+Add Order'''”
+
*[https://help.thermogrid.com/index.php/Daily_Management_Report Daily Management Report]&nbsp;''(DMR)''  
−
*Here you can do ('''Load Calc., Site Photos, Units, Equipment Tasks, Client Agreement, Submit''' (debrief))
+
*[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;
 
&nbsp;
  
−
'''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>
+
*[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]  
  
−
&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">&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>
  
−
'''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.
+
<div class="mw-parser-output">
 +
= ThermoGrid&nbsp;[https://www.gridmastertechnologies.com/ Website] =
  
 
&nbsp;
 
&nbsp;
 +
</div>
  
−
'''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.
+
= App Information (Beta) =
  
−
&nbsp;
+
[[File:TG app page.png|TG app page.png|link=https://help.thermogrid.com/index.php/App]]&nbsp;
−
 
+
</div>
−
'''Price out or Invoice Client '''– Click “'''Tasks & Equipment Estimates'''”
 
−
 
 
−
&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]]
 
−
</div> </div> </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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