VoIP

Setup Numbers

Existing numbers:

To port numbers from a different carrier fill out this document Here

New Numbers:

Contact your ThermoGRID representative to setup some new numbers.

Call Forwarding

After your numbers are ported in or new ones are setup click:

• Administration
• Manage Communications
• Communication Integrations
• Pencil (Edit) next to the number

Then you +Add Call Route and put in the Ring Duration... please note that if the Ring Duratiuon is too long the device might make the call go to voice mail before transferring to a new number. If you are not adding another number to transfer to after the first one this is not an issue.

Then Select Type:

• Company Phone = this would be the phone number in your company settings. Contact Information Settings
• User Phone = This would be the cell phone number the user has tied to them. Manage User Accounts
• User Browser = This will be the reps TG browser account.

You can add Multiple Destinations on one route and it will ring to all at the same time.

 

 

 

Marketing 

Do this to tie a phone number to a marketing campaign so it will automatically track it.

Click:

• Administration
• Manage Dropdowns
• Lead Source
• Edit

Then you can select the number with each lead source. By doing this when a client calls in on this lead source it will automatically put in the client information in on the job info page.

 

Using VoIP

Make a Call

1. Click the phone icon in the bottom right of the screen.
2. Select a number you wish to call from.
3. Dial a number
4. Begin Call
5. From here you can create a New Call or select an Existing Call

This will automatically record the call and attach it to the call you are adding a job to.

Take a Call

When a client calls your VoIP number it will pop up on your browser and ring.

Click answer

1. From here you can create a New Call or select an Existing Call

This will automatically record the call and attach it to the call you are adding a job to.

Make sure popups are enabled for your browser for this site or you will not be able to add a call.