Difference between revisions of "Main Page"

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*[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid]  
 
*[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid]  
  
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== <span style="font-size:xx-large;">Setup - Drop Downs</span> ==
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<span style="font-size:medium;">'''Login:'''</span>
 
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== <span style="font-size:xx-large;">Scheduling & Dispatching</span> ==
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== Scheduling & Dispatching ==
 
  
 
[https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf]&nbsp;
 
[https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf]&nbsp;
  
 
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Job flow if you start with a service job, flip it into a sales lead, sell it, and then install it.
 
Job flow if you start with a service job, flip it into a sales lead, sell it, and then install it.
  
 
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== <span style="font-size:xx-large;">Invoicing - Technician Sales Office</span> ==
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<div class="mw-parser-output">Standard Operating Procedures</div>  
 
<div class="mw-parser-output">Standard Operating Procedures</div>  
 
[https://help.thermogrid.com/images/9/90/ThermoGrid_-_Field_Staff_-_Sales_Job.pdf ThermoGrid_-_Field_Staff_-_Sales_Job.pdf]&nbsp;
 
[https://help.thermogrid.com/images/9/90/ThermoGrid_-_Field_Staff_-_Sales_Job.pdf ThermoGrid_-_Field_Staff_-_Sales_Job.pdf]&nbsp;
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== Closing Orders, Jobs, Calls ==
 
== Closing Orders, Jobs, Calls ==
 
<div class="mw-parser-output">Standard Operating Procedure</div> <div class="mw-parser-output">[https://help.thermogrid.com/images/c/c9/ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf]&nbsp;</div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;  
 
<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;  
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*'''[[NavBar|Navigation Bar / NavBar]]'''  
 
*'''[[NavBar|Navigation Bar / NavBar]]'''  
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*[[NavBar_-_Administration|NavBar&nbsp;- Administration]]
 
 
*[https://help.thermogrid.com/index.php/2._Tab_Calendar NavBar -&nbsp;Calendar]  
 
*[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]  
 
*[https://help.thermogrid.com/index.php/3._Tab_My_Calls NavBar -&nbsp;Calls]  
 
*[[NavBar_-_Jobs|NavBar - Jobs]]  
 
*[[NavBar_-_Jobs|NavBar - Jobs]]  
 
*[https://help.thermogrid.com/index.php/4._Tab_My_Orders NavBar -&nbsp;Orders]  
 
*[https://help.thermogrid.com/index.php/4._Tab_My_Orders NavBar -&nbsp;Orders]  
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*[[Job_Documents_(Creating_Custom_Forms_and_Documents)|Job Documents]]  
 
*[[Job_Documents_(Creating_Custom_Forms_and_Documents)|Job Documents]]  
 
*[https://help.thermogrid.com/index.php/Credit_Cards Credit Cards]  
 
*[https://help.thermogrid.com/index.php/Credit_Cards Credit Cards]  
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*[https://help.thermogrid.com/index.php/Daily_Management_Report Daily Management Report]&nbsp;''(DMR)''  
 
*[https://help.thermogrid.com/index.php/Daily_Management_Report Daily Management Report]&nbsp;''(DMR)''  
 
*[https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis]&nbsp;''(Load Calculations)''  
 
*[https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis]&nbsp;''(Load Calculations)''  
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*[https://help.thermogrid.com/index.php/Marketing Marketing]  
 
*[https://help.thermogrid.com/index.php/Marketing Marketing]  
 
*[https://help.thermogrid.com/index.php/Message_Center Message Center]  
 
*[https://help.thermogrid.com/index.php/Message_Center Message Center]  
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*[https://help.thermogrid.com/index.php/Payroll Payroll]  
 
*[https://help.thermogrid.com/index.php/Payroll Payroll]  
 
*[https://help.thermogrid.com/index.php/QuickBooks QuickBooks]  
 
*[https://help.thermogrid.com/index.php/QuickBooks QuickBooks]  
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*[https://help.thermogrid.com/index.php/Rates Rates]  
 
*[https://help.thermogrid.com/index.php/Rates Rates]  
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*[https://help.thermogrid.com/index.php/Roles Roles]  
 
*[https://help.thermogrid.com/index.php/Roles Roles]  
 
*[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]&nbsp;''(Price Book)''  
 
*[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]&nbsp;''(Price Book)''  
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= App Information (Beta) =
  
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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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