Difference between revisions of "Main Page"

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= Demo Video =
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= How to Use ThermoGRID WIKI =
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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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&nbsp;  
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<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div></div>
  
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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. </div>
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= <span style="color:#ffffff;">Training</span> =
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<div class="mw-parser-output"><div class="mw-parser-output">If you want to see all pages that have been created, click: "Special Pages" on the left and under where it says Lists of Pages you will see "All pages". Here you can see all the pages and explore areas you want to learn more about.&nbsp;</div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
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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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== <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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<div class="mw-parser-output">
 
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<div class="mw-parser-output">
 
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= <span style="font-size:x-large;"><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">New Features & Updates</span></span></span></span></span></span></span></span></span></span></span> =
 
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<div class="mw-body-content" id="bodyContent"><div class="mw-content-ltr" dir="ltr" id="mw-content-text" lang="en"><div class="mw-parser-output"><div class="mw-parser-output">
 
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&nbsp;
 
  
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'''2-7-18'''
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You have receive an address for you ThermoGrid&nbsp;account... The address will be '''('''(''your company name'')'''.thermogrid.com)'''&nbsp; Type this into the address bar at the top of your browser, we recommend using Google Chrome as your browser.
  
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1) Rework labor section of job costing page to allow user to be able to choose what jobs they want to see actual time for.
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My Account Page (click your name in the top right of the screen)
  
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2) Fix bug in Firefox that prevents adding new clients from the call page
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*Password
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*Phone
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'''2-6-18'''
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*Email
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<div class="mw-parser-output">
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1) Transfer payments, partial or full to QuickBooks
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&nbsp;
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<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
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'''1-31-18'''
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<youtube urlargs="rel=0">pP5Z2AlOPv0</youtube>
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<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> &nbsp; <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="mw-parser-output">
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== <span style="font-size:xx-large;">Scheduling & Dispatching</span> ==
  
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1) Remove "home" link from top menu as home button already goes here.&nbsp;
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[https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf]&nbsp;
  
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2) add "Jobs" link to top menu
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<youtube urlargs="rel=0">j1H2rqBZVDM</youtube>
  
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3) Make "Reports" and "Administration" menu links dropdown menus
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Job flow if you start with a service job, flip it into a sales lead, sell it, and then install it.
  
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4) Fix bug with long order option names by limiting to 25 characters.
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<youtube urlargs="rel=0">cwIgSRSlREE</youtube> &nbsp; &nbsp;
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<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> &nbsp; <div class="mw-parser-output">&nbsp;</div> </div> </div> <div class="mw-parser-output">&nbsp;</div> </div>
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== <span style="font-size:xx-large;">Invoicing - Technician Sales Office</span> ==
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<div class="mw-parser-output">Standard Operating Procedures</div>
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[https://help.thermogrid.com/images/9/90/ThermoGrid_-_Field_Staff_-_Sales_Job.pdf ThermoGrid_-_Field_Staff_-_Sales_Job.pdf]&nbsp;
  
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5) Fix bug that was causing renewed memberships to have wrong visit dates.
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[https://help.thermogrid.com/images/e/e2/ThermoGrid_-_Field_Staff_-_Service_Job.pdf ThermoGrid_-_Field_Staff_-_Service_Job.pdf]&nbsp;‎
  
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'''1-30-18'''
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[https://help.thermogrid.com/images/8/84/ThermoGrid_-_Field_Staff_-_Install_Job.pdf ThermoGrid_-_Field_Staff_-_Install_Job.pdf]&nbsp;
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1) Change the filters for scheduled date and create date on the my-jobs page to allow searching by start and end date, rather than a fuzzy string search of whatever was typed in.
 
  
 
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&nbsp;
  
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'''1-23-18'''
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Creating Estimates and Invoices <youtube urlargs="rel=0">https://youtu.be/5f6U-zBBTP4</youtube>
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1. Client membership recurring payments can now be synced to QBO/QBD as an invoice or sales receipt with proper config. This will only affect new memberships setup after this change which use recurring payments and that get a sync type selected during creation.
 
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2. Adjusted job costing page to keep track of commission and bonus amounts separately for orders report and payroll and commission reports.
 
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3. Adjusted orders report and payroll report to match commission amount shown on job costing page in respective table
 
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'''1-18-18'''
 
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1) On Inventory stock levels page
 
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-- Remove "wall of buttons" and replace with cog wheel dropdown menu
 
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-- Add option under new dropdown menu to be able to show only low items or show all items in location
 
  
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-- Add "Reorder?" checkbox to each item to be able to choose whether or not it gets re-ordered.
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Advanced Invoicing Tasks (Add Pictures, Units/Equipment, Custom Job Docs) <youtube urlargs="rel=0">https://youtu.be/-wjmyXZJaKc</youtube>
  
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2) On Inventory Order details
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Counter Sale <youtube urlargs="rel=0">966boicSu9w</youtube>&nbsp;
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<div class="mw-parser-output">&nbsp;</div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
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== Closing Orders, Jobs, Calls ==
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<div class="mw-parser-output">Standard Operating Procedure</div> <div class="mw-parser-output">[https://help.thermogrid.com/images/c/c9/ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf]&nbsp;</div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;
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<youtube urlargs="rel=0">IIeLkUroozk</youtube>
  
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-- Add "Notes" field to the order. This gets displayed below the address on the print version of the order.
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== Purchasing – Install Coordinator ==
  
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3) On Inventory Order print version
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Standard Operating Procedure
  
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-- Add Company Address below logo
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[https://help.thermogrid.com/images/e/e3/ThermoGRID_-_Office_-_Supplier_Orders.pdf ThermoGRID_-_Office_-_Supplier_Orders.pdf]&nbsp;‎
  
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'''1-15-17'''
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All the equipment and materials you sell for an install must be setup&nbsp;in the [[Service_Catalog|Service Catalog]]&nbsp;with suppliers names in on the item itself to do the automatic ordering for installs. Once this is done you will have PO generated by supplier on the&nbsp;[https://help.thermogrid.com/index.php/4._Tab_My_Orders#Supplier_Orders Supplier Orders]&nbsp;tab of the view outputs on an order.
  
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&nbsp;Add pop-up window on payroll report to show a breakdown of hours by job type.
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To do the [https://help.thermogrid.com/index.php/Inventory Inventory Management] you must complete the setup of your locations and stock levels.
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'''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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<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">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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</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">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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<font face="Georgia, serif"><span style="font-size: 15.6px;">'''See More [[Updates|Updates]]'''</span></font>
 
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</div> </div> </div> </div> </div>
 
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= <span style="font-size:xx-large;">[[Full_Feature_List|Full Feature List]]</span> =
 
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<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>
 
  
 
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</div> <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div></div></div>
  
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Check them out [https://help.thermogrid.com/index.php/Full_Feature_List Here]
 
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= '''<span style="color:#ff0000;">List of all ThermoGrid training pages</span>''' =
 
<div class="mw-parser-output">
 
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{| border="1" cellpadding="1" cellspacing="1" style="width: 1100px;"
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|-
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*'''[[NavBar|Navigation Bar / NavBar]]'''
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= Getting Started with Thermogrid - How to use =
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*[https://help.thermogrid.com/index.php/2._Tab_Calendar NavBar -&nbsp;Calendar]
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*[https://help.thermogrid.com/index.php/3._Tab_My_Calls NavBar -&nbsp;Calls]
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*[[NavBar_-_Jobs|NavBar - Jobs]]
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*[https://help.thermogrid.com/index.php/4._Tab_My_Orders NavBar -&nbsp;Orders]
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*[https://help.thermogrid.com/index.php/NavBar_-_Clients NavBar -&nbsp;Clients]
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*[https://help.thermogrid.com/index.php/NavBar_-_Reports NavBar -&nbsp;Reports]
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*[[NavBar_-_Administration|NavBar&nbsp;- Administration]]
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*[[App|App]]
  
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<span style="font-size:large;">'''Login:'''</span>
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|
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&nbsp;
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You have receive an address for you ThermoGRID account... The address will be your company name'''.thermogrid.com'''
 
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Type this into the address bar at the top of your browser, we recommend using Google chrome as your browser.
 
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<span style="font-size:medium;">'''Setup Employees'''</span> - When getting started you can send ThermoGRID Support all employees and we can set them up. To do this on your own you cango to [https://help.thermogrid.com/index.php/1._Tab_Administration#Manage_User_Accounts Manage User Accounts].
 
  
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<span style="font-size:medium;">'''Setup Clients'''</span> -&nbsp;[https://help.thermogrid.com/index.php/QuickBooks#Export_.26_Transfer_Clients_QBD Export & Transfer Clients QBD]&nbsp;-&nbsp;[https://help.thermogrid.com/index.php/QuickBooks#Export_.26_Transfer_Clients_QBO Export & Transfer Clients QBO]&nbsp; - If you are exporting from another type of software account make sure you export all the info you want in ThermoGRID. A lot of softwares will make you export multlpe lists to get extra info such as Client info, Memberships, Equipment, and Notes.&nbsp;We can tie all this info together if you are doing a full setup, but each export must contain something consistent to tie them together such as a client number. If you are trying the exports together by name or address you are probably going to have duplications.
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*[[Job_Documents_(Creating_Custom_Forms_and_Documents)|Job Documents]]
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*[https://help.thermogrid.com/index.php/Credit_Cards Credit Cards]
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<span style="font-size:medium;">'''Setup Your Pricing'''</span>-&nbsp;[https://help.thermogrid.com/index.php/Service_Catalog#Example_Price_Books_You_Can_Use_For_HVAC Example Price Books You Can Use For HVAC]
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*[https://help.thermogrid.com/index.php/Daily_Management_Report Daily Management Report]&nbsp;''(DMR)''  
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*[https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis]&nbsp;''(Load Calculations)''
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Setup [[Inventory|Inventory]] -&nbsp;
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*[https://help.thermogrid.com/index.php/FAQ FAQ]  
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*[https://help.thermogrid.com/index.php/Inventory Inventory]
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*[https://help.thermogrid.com/index.php/1._Tab_Administration#Club_Memberships_-_Maintenance_Agreements Maintenance Agreements]
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*[https://help.thermogrid.com/index.php/Marketing Marketing]  
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*[https://help.thermogrid.com/index.php/Message_Center Message Center]  
  
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&nbsp;
 
&nbsp;
  
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Home Page
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*[https://help.thermogrid.com/index.php/Payroll Payroll]
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*[https://help.thermogrid.com/index.php/QuickBooks QuickBooks]
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*[https://help.thermogrid.com/index.php/Rates Rates]
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*[https://help.thermogrid.com/index.php/Roles Roles]
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*[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]&nbsp;''(Price Book)''
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*[https://help.thermogrid.com/index.php/Timesheets Timesheets]
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*[https://help.thermogrid.com/index.php/Troubleshooting Troubleshooting]
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*[https://help.thermogrid.com/index.php/VoIP VoIP]
  
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*Terms of use
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|}
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*Support
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</div> <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> <div class="mw-parser-output">&nbsp;</div> </div></div>
  
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My Account Page (click your name in the top right of the screen)
 
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*Password
 
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*Phone
 
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*Email
 
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<span style="font-size:large;">'''Training:&nbsp;'''</span>[[Training_Checklist|Training Checklist]]
 
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''* Have pricing uploaded first if possible.''
 
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'''Session 1 -&nbsp;&nbsp;Administration/ Management - 1 to 2 hours'''
 
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Learn to customize and setup. Setup QB
 
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'''Session 2 - Call Center - 1 hour'''
 
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Learn to schedule and dispatch. Need to book assign jobs to (Sales/Techs/Installers)
 
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'''Session 3&nbsp;- Sales/Techs/Installers - 1 hour'''
 
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Learn to give estimates and invoices to clients with signature and payment. Learn load calc., job docs, inventory, upload pics, and submit
 
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'''Session 4&nbsp;- Sales/Techs/Installers - 30 min Call center follows 1.5 hour&nbsp;'''
 
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Answer questions about previous training (Learn to give estimates and invoices to clients with signature and payment. Learn load calc., job docs, inventory, upload pics, and submit)
 
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Call center learn to close orders/jobs/calls -&nbsp;transfer to QB - QB Log
 
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<span style="font-size:large;">'''Navigation:&nbsp;'''</span>
 
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See All our help Pages: [https://help.thermogrid.com/index.php/Special:AllPages [1]] </div> </div> </div> </div> </div> </div> </div>
 
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</div>
 
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= Partner Training & Consulting =
 
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[[www.ExtremeClosing.com|Extreme Closing & Consulting]]
 
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== 1. Online Training - 2. Webinars - 3. Onsite ==
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= ThermoGrid&nbsp;[https://www.gridmastertechnologies.com/ Website] =
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You can get training in all departments one of three ways.
 
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'''#1 Recruiting'''
 
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*When to recruit
 
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*Where to recruit
 
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*How to recruit
 
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*Creating Ads
 
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*Getting top talent
 
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*Retention
 
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'''#1 Call Center'''
 
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*Scripts
 
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*Club Sales
 
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*Call Conversion
 
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*Scheduling
 
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*Dispatching for profit
 
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'''#1 Sales&nbsp;'''
 
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*Scripts
 
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*Objection handling
 
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*Psychology of sales
 
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'''#1 Service'''
 
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*Agreement Sales
 
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*Average Ticket
 
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*Generating Leads
 
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*Technical
 
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*EPA
 
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'''Management'''
 
  
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*Accountability
 
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*Personality Assessing
 
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*Time Management
 
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*Manage&nbsp;
 
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*Coaching
 
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*Leading
 
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</div> <div class="mw-parser-output">&nbsp;</div> </div> <div class="mw-parser-output">&nbsp;</div> </div> </div></div>
 
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= Contact ThermoGRID Support =
 
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<div class="mw-parser-output">[http://www.thermogrid.org/contact.html http://www.thermogrid.org/contact.html]</div>
 
 
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&nbsp;
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</div>
  
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= App Information (Beta) =
  
−
1-800-592-3611
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[[File:TG app page.png|TG app page.png|link=https://help.thermogrid.com/index.php/App]]&nbsp;
 
</div>
 
</div>
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= ThermoGRID Website =
 
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[[Www.ThermoGRID.com|www.ThermoGRID.com]]
 
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</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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