Difference between revisions of "Main Page"

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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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= <span style="color:#66ff00;"><span style="background-color:#000000;">**Site Under Construction**</span></span> =
 
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= <span style="color:#ff0000;">How to Use ThermoGRID WIKI</span> =
 
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There are a couple ways in which you will be able to search on this site...
 
  
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1. An exact match, this happens when you start typing&nbsp;in a word like Qui&nbsp; and the Wiki site brings up a page called [[QuickBooks|QuickBooks]]&nbsp;as a recommendation.
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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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2. Contains Search, this means when you type a word in it does not populate what you are typing. Like if&nbsp;you want to find how to create an estimate, type in "estimate" in the search bar in the top right. This will then present you will all the pages containing the word estimate, if you scroll down your options you will see a page called [[Sales_Representative|Sales Representative]] and&nbsp;as a description ''How to create an estimate or an invoice''.&nbsp;
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= <span style="color:#ffffff;">Training</span> =
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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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If you want to become really familiar with ThermoGRID you will need to go through all these sections. Tabs 1-6 will go through and show you every button in ThermoGRID and explain what it does.&nbsp;
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== <span style="font-size:xx-large;">Setup - Drop Downs</span> ==
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{| border="1" cellpadding="1" cellspacing="1" style="width: 1000px;"
 
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| [https://help.thermogrid.com/index.php/1._Tab_Administration 1. Tab Administration]
 
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| [https://help.thermogrid.com/index.php/FAQ FAQ]
 
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| [https://help.thermogrid.com/index.php/Rates Rates]
 
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| [https://help.thermogrid.com/index.php/Training_Checklist Training Checklist]
 
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| [https://help.thermogrid.com/index.php/2._Tab_Calendar 2. Tab Calendar]
 
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| [https://help.thermogrid.com/index.php/Full_Feature_List Full Feature List]
 
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| [https://help.thermogrid.com/index.php/Reconciliation_&_Closing Reconciliation & Closing]
 
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| [https://help.thermogrid.com/index.php/Troubleshooting Troubleshooting]
 
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| [https://help.thermogrid.com/index.php/3._Tab_My_Calls 3. Tab My Calls]
 
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| [https://help.thermogrid.com/index.php/Installer Installer]
 
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| [https://help.thermogrid.com/index.php/Reports Reports]
 
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| [https://help.thermogrid.com/index.php/Updates Updates]
 
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| [https://help.thermogrid.com/index.php/4._Tab_My_Orders 4. Tab My Orders]
 
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| [https://help.thermogrid.com/index.php/Inventory Inventory]
 
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| [https://help.thermogrid.com/index.php/Roles Roles]
 
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| [https://help.thermogrid.com/index.php/VoIP VoIP]
 
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| [https://help.thermogrid.com/index.php/5._Tab_My_Clients 5. Tab My Clients]
 
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| [https://help.thermogrid.com/index.php/Main_Page Main Page]
 
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| [https://help.thermogrid.com/index.php/Sales_Representative Sales Representative]
 
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| &nbsp;
 
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| [https://help.thermogrid.com/index.php/6._Tab_Reports 6. Tab Reports]
 
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| [https://help.thermogrid.com/index.php/Message_Center Message Center]
 
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| [https://help.thermogrid.com/index.php/Scheduling_-_Dispatching Scheduling - Dispatching]
 
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| &nbsp;
 
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| [https://help.thermogrid.com/index.php/Creating_Custom_Forms_and_Documents Creating Custom Forms and Documents]
 
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| [https://help.thermogrid.com/index.php/New_Features New Features]
 
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| [https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]
 
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| &nbsp;
 
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| [https://help.thermogrid.com/index.php/Credit_Cards Credit Cards]
 
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| [https://help.thermogrid.com/index.php/Offline_Sync Offline Sync]
 
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| [https://help.thermogrid.com/index.php/Service_Technician Service Technician]
 
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| &nbsp;
 
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| [https://help.thermogrid.com/index.php/Daily_Management_Report Daily Management Report]
 
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| [https://help.thermogrid.com/index.php/Payroll Payroll]
 
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| [https://help.thermogrid.com/index.php/Terms_of_Use Terms of Use]
 
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| &nbsp;
 
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| [https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis]
 
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| [https://help.thermogrid.com/index.php/QuickBooks QuickBooks]
 
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| [https://help.thermogrid.com/index.php/Timesheets Timesheets]
 
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= <span style="color:#e74c3c;">Getting Started With ThermoGRID</span> =
 
  
 
<span style="font-size:medium;">'''Login:'''</span>
 
<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 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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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.
  
 
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)
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*Phone  
 
*Phone  
 
*Email  
 
*Email  
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<span style="font-size:medium;">'''Setup Employees'''</span>
 
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&nbsp;When getting started you can send ThermoGRID Support all employees and we can set them up. ([email protected])
 
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To do this on your own you can go 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>
 
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&nbsp;[https://help.thermogrid.com/index.php/QuickBooks#Export_.26_Transfer_Clients_QBD Export & Transfer Clients QBD]&nbsp;
 
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&nbsp;[https://help.thermogrid.com/index.php/QuickBooks#Export_.26_Transfer_Clients_QBO Export & Transfer Clients QBO]&nbsp;
 
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&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 software will make you export multiple 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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<span style="font-size:medium;">'''Setup Your Pricing'''</span>
 
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&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]&nbsp;or create you own items. Make sure all items are in the same format as you see in the example service catalogs. (Description in proper column, Model # in the proper column, Equipment Cost in the proper column, etc.)
 
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<span style="font-size:medium;">'''Setup [[Inventory|Inventory]]'''</span>
 
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Make sure all items are in your Service Catalog before setting up your inventory.
 
 
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=== '''Training Sessions:''' ===
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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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[[Training_Checklist|Training Checklist]]
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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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''* Have pricing uploaded first if possible.''
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== <span style="font-size:xx-large;">Scheduling & Dispatching</span> ==
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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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Instrctions and videos -&nbsp;[[Scheduling_-_Dispatching|Scheduling - Dispatching]]&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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'''Session 3&nbsp;- Sales/Techs/Installers - 1 hour'''
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<youtube urlargs="rel=0">j1H2rqBZVDM</youtube>
  
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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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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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'''Session 4&nbsp;- Sales/Techs/Installers - 30 min Call center follows 1.5 hour&nbsp;'''
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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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Answer questions about previous training (Learn to give estimates and invoices to clients with signature and payment. Learn load calculations, job docs, inventory, upload pics, and submit)
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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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Call center learn to close orders/jobs/calls -&nbsp;transfer to QB - QB Log
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[https://help.thermogrid.com/images/8/84/ThermoGrid_-_Field_Staff_-_Install_Job.pdf ThermoGrid_-_Field_Staff_-_Install_Job.pdf]&nbsp;
  
 
&nbsp;
 
&nbsp;
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= <span style="color:#e74c3c;">Basic Training</span> =
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Creating Estimates and Invoices <youtube urlargs="rel=0">https://youtu.be/5f6U-zBBTP4</youtube>
  
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'''Intro to training:'''
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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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'''Top right of you ThermoGRID account says “help” this leads you [https://help.thermogrid.com/index.php/Main_Page here]'''
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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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'''All Help Pages [https://help.thermogrid.com/index.php/Special:AllPages Here]'''
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== Purchasing – Install Coordinator ==
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&nbsp;
 
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== Call Center ==
 
  
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Basic Training (Calendar, Edit Login Info)
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Standard Operating Procedure
  
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<youtube urlargs="rel=0">6pvAAGX_Zr4</youtube>
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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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&nbsp;
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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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'''Call Center Part 1'''
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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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Scheduling Dispatching
 
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<youtube urlargs="rel=0">0K3ZzTGQDew</youtube>
 
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&nbsp;
 
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&nbsp;
 
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<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Scheduling_-_Dispatching <span style="color:#0b0080">Scheduling - Dispatching</span>]</span></span></span></span></span>
 
  
 
&nbsp;
 
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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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'''Call Center Part 2'''
 
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Closing (time sheets, orders, jobs, calls)
 
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<youtube urlargs="rel=0">3OxWd4aCeW4</youtube>
 
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</div> </div> <div class="mw-parser-output"><div class="mw-parser-output">
 
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== Sales - Service - Install ==
 
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Basic Training (Calendar, Clock in and out, Edit Login Info)
 
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<youtube urlargs="rel=0">0XdogcpYuvw</youtube>
 
 
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= '''<span style="color:#ff0000;">List of all ThermoGrid training pages</span>''' =
 
<div class="mw-parser-output">
 
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== Service ==
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{| border="1" cellpadding="1" cellspacing="1" style="width: 1100px;"
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Invoice a client a repair in less than 45 seconds
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|
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*'''[[NavBar|Navigation Bar / NavBar]]'''
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<youtube urlargs="rel=0">oN5GoFokaoQ</youtube>
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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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Basic: (Invoicing, Pictures, Job Docs, Clock in and out, Job Status, M# S#, Load Calculations, Order Status)
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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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<youtube urlargs="rel=0">5DKS1SG6yUE</youtube>
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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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<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">Also See:</span></span></span></span></span>
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*[[NavBar_-_Administration|NavBar&nbsp;- Administration]]  
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*[[App|App]]  
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<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Service_Technician <span style="color:#0b0080">Service Technician</span>]</span></span></span></span></span>
 
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<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Credit_Cards <span style="color:#0b0080">Credit Cards</span>]</span></span></span></span></span>
 
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<div class="mw-parser-output">
 
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[https://help.thermogrid.com/index.php/4._Tab_My_Orders#Order_Estimate Order Estimate]
 
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</div> </div>
 
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<div class="mw-parser-output">
 
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== Sales ==
 
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Provide an estimate to a client in less than 45 seconds
 
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<youtube urlargs="rel=0">AhN6ouw7H2w</youtube>
 
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Basic: (Invoicing, Pictures, Job Docs, Clock in and out, Job Status, M# S#, Load Calculations, Order Status)
 
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<youtube urlargs="rel=0">hPpHWL0O9v0</youtube>
 
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<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">Also See</span></span></span></span></span>
 
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<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Sales_Representative <span style="color:#0b0080">Sales Representative</span>]</span></span></span></span></span>
 
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<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Engineering_Analysis <span style="color:#0b0080">Engineering Analysis</span>]</span></span></span></span></span>
 
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<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Credit_Cards <span style="color:#0b0080">Credit Cards</span>]</span></span></span></span></span>
 
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[https://help.thermogrid.com/index.php/4._Tab_My_Orders#Order_Estimate Order Estimate]
 
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<div class="mw-parser-output">&nbsp;</div> </div>
 
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<div class="mw-parser-output">
 
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== Purchasing – Install Coordinator ==
 
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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 veiw outputs on an order.
 
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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.
 
  
 +
|
 
&nbsp;
 
&nbsp;
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</div>
 
  
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== Installer ==
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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]
−
<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Installer <span style="color:#0b0080">Installer</span>]</span></span></span></span></span>
+
*[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)''
−
<span style="background:white"><span style="line-height:normal"><span style="font-size:10.5pt"><span style="font-family:"><span style="color:#222222">[https://help.thermogrid.com/index.php/Credit_Cards <span style="color:#0b0080">Credit Cards</span>]</span></span></span></span></span>
+
*[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;
  
−
&nbsp;
+
*[https://help.thermogrid.com/index.php/Payroll Payroll]
−
<div class="mw-parser-output">
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*[https://help.thermogrid.com/index.php/QuickBooks QuickBooks]
−
= <span style="color:#e74c3c;"><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></span> =
+
*[https://help.thermogrid.com/index.php/Rates Rates]
−
<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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*[https://help.thermogrid.com/index.php/Roles Roles]
−
'''3-19-18'''
+
*[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]
  
−
1) Redo the units page on orders for better performance.
+
|}
−
 
+
</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>
−
2) On calls page, allow users to remove a recording from a call (does not remove from VoIP).
 
−
 
 
−
3) On calls page, allow users who can reopen calls to be able to permanently delete a recording from VoIP.
 
−
 
 
−
4) Redo layout of communication integrations page for more intuitive/simpler UI.
 
  
−
5) On Comm integrations page, users can now view all VoIP recordings.
 
−
 
−
6) On Comm integrations page, users who can reopen calls can permanently delete a recording from VoIP.
 
−
 
−
7)&nbsp;added tech email and phone token handlers that were missing in the cron notify customers of upcoming jobs function.
 
−
 
−
&nbsp;
 
−
 
−
'''<span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">3-12-18</span></span></span></span></span>'''
 
−
 
−
<span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">1. Added missing scheduling elements to '''on call calendar''' custom types and additional days.</span></span></span></span></span>
 
−
 
−
<span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">2. Added new editable fields to '''install task shee'''t (percent of work complete, signature of work complete, 2 note fields, attach with email of invoice check field.)</span></span></span></span></span>
 
−
 
−
<span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">3. Added temporary title switchers to order estimate and client agreement pages.</span></span></span></span></span>
 
−
 
−
<span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">4. Created better performance on manage drop downs page.</span></span></span></span></span>
 
−
 
−
'''2-7-18'''
 
−
 
−
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.
 
−
 
−
2) Fix bug in Firefox that prevents adding new clients from the call page
 
−
 
−
'''2-6-18'''
 
−
 
−
1) Transfer payments, partial or full to QuickBooks
 
−
 
−
'''1-31-18'''
 
−
 
−
1) Remove "home" link from top menu as home button already goes here.&nbsp;
 
−
 
−
2) add "Jobs" link to top menu
 
−
 
−
3) Make "Reports" and "Administration" menu links dropdown menus
 
−
 
−
4) Fix bug with long order option names by limiting to 25 characters.
 
−
 
−
5) Fix bug that was causing renewed memberships to have wrong visit dates.
 
−
 
−
'''1-30-18'''
 
−
 
−
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.
 
−
 
−
&nbsp;
 
−
 
−
'''1-23-18'''
 
−
 
−
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.
 
−
 
−
2. Adjusted job costing page to keep track of commission and bonus amounts separately for orders report and payroll and commission reports.
 
−
 
−
3. Adjusted orders report and payroll report to match commission amount shown on job costing page in respective table
 
−
 
−
'''1-18-18'''
 
−
 
−
1) On Inventory stock levels page
 
−
 
−
-- Remove "wall of buttons" and replace with cog wheel dropdown menu
 
−
 
−
-- Add option under new dropdown menu to be able to show only low items or show all items in location
 
−
 
−
-- Add "Reorder?" checkbox to each item to be able to choose whether or not it gets re-ordered.
 
−
 
−
2) On Inventory Order details
 
−
 
−
-- Add "Notes" field to the order. This gets displayed below the address on the print version of the order.
 
−
 
−
3) On Inventory Order print version
 
−
 
−
-- Add Company Address below logo
 
−
 
−
'''1-15-17'''
 
−
 
−
&nbsp;Add pop-up window on payroll report to show a breakdown of hours by job type.
 
−
 
−
'''1-14-18'''
 
−
 
−
New help center under construction, it operates like Wikipedia -&nbsp;Will be complete this month.
 
−
 
−
<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>
 
−
 
−
<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>
 
−
<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">Assistants now receive notifications.</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">If you change the tech, only the tech will get a email/text.</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">If you update the assistants, only the assistants will only get emails/texts.</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">If you update the date, the tech and assistants will both get emails/texts.</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">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>
 
−
</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">2. VOIP Lead Source Tracking</span></span></span></span></span></span></span></span>
 
−
 
−
<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>
 
−
 
−
<font face="Georgia, serif"><span style="font-size: 15.6px;">'''See More [[Updates|Updates]]'''</span></font>
 
−
</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">
+
= ThermoGrid&nbsp;[https://www.gridmastertechnologies.com/ Website] =
−
= <span style="color:#ff0000;">Partner Training & Consulting</span> =
 
−
 
 
−
www.extremeclosing.com
 
−
<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">
 
−
== 1. Online Training - 2. Webinars - 3. Onsite ==
 
−
 
 
−
<span style="color:#ff0000;"><span style="font-size:xx-large;">We Offer The Most Powerful HVAC/Plumbing/Electrical Coaching</span></span>
 
−
 
 
−
You can get training in all departments one of three ways.
 
−
 
 
−
<span style="font-size:medium;">'''#1 Recruiting'''</span>
 
−
 
 
−
On average companies we coach are able to bring in over 30 candidates a week for interviews.&nbsp;We will advise and provide you, among other things
 
−
 
 
−
*Interview Questions
 
−
*How to Become More Attractive in the Job Market
 
−
*Where to Recruit
 
−
*How to do Personality Assessments
 
−
*To Dos - Not To Dos
 
−
*Position Agreements
 
−
*Job Descriptions​
 
−
*When to recruit
 
−
*Where to recruit
 
−
*How to recruit
 
−
*Creating Ads
 
−
*Getting top talent
 
−
*Retention
 
−
 
 
−
<span style="font-size:medium;">'''#1 Call Center'''</span>
 
−
 
 
−
Your call center is usually the first point of contact a client has with your company.&nbsp; The&nbsp;individuals in these positions can basically make or break the success of the organization. &nbsp;We will provide and guide you with:
 
−
 
 
−
*Scripts (Inbound and Outbound)
 
−
*Scheduling Training
 
−
*Dispatching Training
 
−
*Responsibility Alignment
 
−
*Objection Handling
 
−
*Club Sales
 
−
*Call Conversion
 
−
 
 
−
<span style="font-size:medium;">'''#1 Sales&nbsp;'''</span>
 
−
 
 
−
Our sales process is infallible. No experience in HVAC or sales is needed. This program is very well rounded and covers all aspects of the sales process, including:​​
 
−
 
 
−
*The Script (learn to close sales at 70% or greater)
 
−
*Sales Book&nbsp;
 
−
*Advanced Questioning
 
−
*Psychology of Sales
 
−
*Neuro Linguistics&nbsp;
 
−
*Personality Assessing
 
−
*Objection Handling​
 
−
 
 
−
<span style="font-size:medium;">'''#1 Service'''</span>
 
−
 
 
−
With our help, build&nbsp;a superstar technician from the ground up.&nbsp; We will implement our sales process in the service department to help you build a stellar selling technician.&nbsp; We will&nbsp;guide you and provide you with:
 
−
 
 
−
*Script - Full process of a service job
 
−
*How to present a&nbsp;price effectively
 
−
*Selling Maintenance Agreements
 
−
*Generating Leads
 
−
*Advanced Questioning
 
−
*Personality Assessing
 
−
*Objection Handeling​
 
−
*Average Ticket
 
−
*Technical
 
−
*EPA
 
−
 
 
−
<span style="font-size:medium;">'''Management'''</span>
 
−
 
 
−
Learn to effectively lead, coach and manage your team with these processes. As a leader you will learn to prioritize and make sure the focus is always moving towards the success you want.
 
−
 
 
−
*Maintenance Agreements
 
−
*Handbook
 
−
*Flat Rate Pricing&nbsp;
 
−
*Safety Protocol
 
−
*Technical Knowledge
 
−
*Performance Reviews
 
−
*Organizational Charts
 
−
*Accountability
 
−
*Personality Assessing
 
−
*Time Management
 
−
*Manage&nbsp;
 
−
*Coaching
 
−
*Leading
 
−
 
 
−
<span style="font-size:medium;">'''Documents for Business Management'''</span>
 
−
 
 
−
We have all the forms you need&nbsp;to increase communication, protect yourself as a business, and have a professional image.
 
  
−
*Maintenance Agreements
 
−
*Handbook
 
−
*Flat Rate Pricing&nbsp;
 
−
*Safety Protocol
 
−
*Technical Knowledge
 
−
*Performance Reviews
 
−
*Organizational Charts
 
−
*Exit interview
 
−
</div> </div> <div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> <div class="mw-parser-output">&nbsp;</div> </div>
 
−
 
−
= <span style="color:#e74c3c;">Contact ThermoGRID Support</span> =
 
−
<div class="mw-parser-output">[http://www.thermogrid.org/contact.html http://www.thermogrid.org/contact.html]</div>
 
 
&nbsp;
 
&nbsp;
 +
</div>
  
−+
= App Information (Beta) =
−
 
 
−
1-800-592-3611
 
−
<div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
 
−
 
 
−
<div class="mw-parser-output">
 
−
= <span style="color:#e74c3c;">Troubleshooting</span> =
 
−
 
 
−
When troubleshooting there are a few things you can do from your end.
 
−
 
 
−
Check the Internet, Device, and&nbsp; Browser.
 
−
<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
 
−
== Internet ==
 
−
 
 
−
Check internet connection and speed.&nbsp; www.Speedtest.net&nbsp; - Speed should be 40+ mbps Download speed
 
−
Try a different network. If you are on your normal internet try to use a hotspot that is using data (3g or better) not wifi and see if the challenge continues.</div> </div> </div> </div>
 
−
== Device ==
 
−
 
 
−
Do you have the same issue on a different device?
 
−
 
 
−
Check mobile vs desktop as well.
 
−
<div class="mw-parser-output">
 
−
== Browser ==
 
−
 
 
−
Are you using Google Chrome?
 
−
 
 
−
Is the browser up to date?&nbsp;In Chrome click - the 3 dots in the top right of the browser, click - Help, click -&nbsp;About Google Chrome.
 
−
 
 
−
Try a different browser.&nbsp;
 
−
 
 
−
Try to recreate the issue on a different device.
 
−
 
 
−
&nbsp;&nbsp;
 
−
</div> </div></div>
 
−
 
 
−
= ThermoGRID Website =
 
  
−
www.ThermoGRID.com
+
[[File:TG app page.png|TG app page.png|link=https://help.thermogrid.com/index.php/App]]&nbsp;
 
</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 

Retrieved from "https://help.thermogrid.com/index.php?title=Main_Page&oldid=2395"