Difference between revisions of "Main Page"

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This is the phone ringing. This way you can track all types of calls coming in, not only client but vendors telemarketers etc.
 
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This is a client requesting services where you need to send a representative to a location or a job that needs to be completed. The job is what is dispatched to a technician and the job is what shows up on the calendar.
 
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The order is where the technician or sales rep is able to put together a list of item recommended or completed. The order is&nbsp;what we use to create invoices, estimates, proposals, receipts, contracts, etc.
 
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Revision as of 12:13, 14 May 2021

Demo Video


 

List of all training pages

See a complete list of Training pages and topics HERE

 

Getting Started - ThermoGrid Setup

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

Basic Training Scheduling & Dispatching

 

Call Center Part 1

Scheduling Dispatching - To Track KPIs and use DMR (Daily Management Report)

Client Management, History, Locations

Scheduling - Dispatching

 

Call Center Part 2

Closing (time sheets, orders, jobs, calls)

Setup QuickBooks

 

Memberships - Agreements - PMs - Service Contracts

 
Setup and Manage Memberships. (PMs, Service Contracts, Clubs)

Service

Invoice a client a repair in less than 45 seconds

Basic: (Invoicing, Pictures, Job Docs, Clock in and out, Job Status, M# S#, Load Calculations, Order Status)

Also See:

Load Calc

Service Technician

Credit Cards

Order Estimate

Inventory
 
 
 

Sales

Provide an estimate to a client in less than 45 seconds

Basic: (Invoicing, Pictures, Job Docs, Clock in and out, Job Status, M# S#, Load Calculations, Order Status)

Also See

Sales Representative

Engineering Analysis

Credit Cards

Order Estimate

 

Purchasing – Install Coordinator

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.

 

Service Catalog - Price Book - Tags
 
Service Catalog

Installer - PO

Installer

Inventory

Credit Cards

 

 

 

Troubleshooting

When troubleshooting there are a few things you can do from your end.

Check the Internet, Device, and  Browser.

Internet

Check internet connection and speed.  www.Speedtest.net  - 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.

If you are having issues all of the sudden being able to use ThermoGrid use a device that is not connected to your company network. One way to do this is use a smartphone or tablet that has wifi off. From here try to login into TG, if the device can access TG but the devices on your company wifi or network cannot then you need to contact your internet provider and let them know the situation. They may need to white list TG so you can access again.

Device

Do you have the same issue on a different device?

Check mobile vs desktop as well.

Browser

Are you using Google Chrome?

Is the browser up to date? In Chrome click - the 3 dots in the top right of the browser, click - Help, click - About Google Chrome.

Try a different browser. 

Try to recreate the issue on a different device.

  If you can not recreate the issue on a different device using a different network, see below.

Challenges:

  • Logo not loading
  • VoIP recordings not loading or playing
  • Can't get to ThermoGRID login site
  • Can't upload/download file, documents, pics
  • Can not process Credit cards or ACH

If other devices can do this from other networks check DNS.

Settings>More Tools>Developer Tools>Console

If you see an error "unable to load" (404) "Name not Resolving" you will need to change your DNS.

On the device go to network settings>Advanced>+DNS Server

Use 1.1.1.1 or 8.8.8.8


VPN - Notice if you use a VPN

For security reasons, in our recent maintenance window, we started to block web traffic to ThermoGRID from areas outside the US and Canada.

 

We are currently only targeting companies in the US and Canada so this shouldn't be a problem for most of our customers. It can however, affect some people in specific circumstances.

 

To determine if this will affect you, you can review the following questions:

 

1. Do you plan on using ThermoGRID while traveling outside the US and Canada?

      1b) No. - This change will not affect you for this scenario.

      1a) Yes. - You will be affected by this change and will likely not be able to connect to ThermoGRID.

                       If you still need to use ThermoGRID while traveling outside the US or Canada, look into getting a VPN or a proxy server that is based in the US or Canada.

2. Do you use a VPN while at work?

      2b) No. - This change will not affect you for this scenario.  

      2a) Yes. -  Review question 3.

            3. Do you connect to a VPN server outside the US or Canada or get proxied through a country outside the US or Canada ?

                  3a) Yes. - You will be affected by this change and will likely not be able to connect to ThermoGRID.

                                   In your VPN client, try to change locations to one in the US or Canada or switch to another VPN provider.

                  3b) No. - This change will not affect you for this scenario.

                  3c) I'm not sure. - Look at your VPN client and try to locate where you are connected to.

                                               If it's in the US and/or Canada and ThermoGRID is currently working for you, you should be okay. 

                                               If it's not in the US and/or Canada or you can't currently connect to ThermoGRID, in your VPN client, try to change locations to one in the US or Canada or switch to another VPN provider.

 
 

ThermoGRID Website

https://www.ecisolutions.com/equipment-maintenance-service/thermogrid/

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