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Revision as of 12:20, 12 February 2018
Contents
How to Use ThermoGRID WIKI
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.
Getting Started With ThermoGRID
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
Setup Employees
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 Manage User Accounts.
Setup Clients
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. 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.
Setup Your Pricing
Example Price Books You Can Use For HVAC
Setup Inventory
Make sure all items are in your Service Catalog before setting up your inventory.
Training:
* Have pricing uploaded first if possible.
Session 1 - Administration/ Management - 1 to 2 hours
Learn to customize and setup. Setup QB
Session 2 - Call Center - 1 hour
Learn to schedule and dispatch. Need to book assign jobs to (Sales/Techs/Installers)
Session 3 - Sales/Techs/Installers - 1 hour
Learn to give estimates and invoices to clients with signature and payment. Learn load calc., job docs, inventory, upload pics, and submit
Session 4 - Sales/Techs/Installers - 30 min Call center follows 1.5 hour
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)
Call center learn to close orders/jobs/calls - transfer to QB - QB Log
Navigation:
See All our help Pages: [1]New Features & Updates
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.
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.
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
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 - Will be complete this month.
1-2-18
1. Changes to job dispatching:
- Assistants now receive notifications.
- If you change the tech, only the tech will get a email/text.
- If you update the assistants, only the assistants will only get emails/texts.
- If you update the date, the tech and assistants will both get emails/texts.
- Also fixed strange UI bugs with that page. In some situations, choosing assistants would wipe out the tech and vise versa.
2. VOIP Lead Source Tracking
3. VOIP Browser Client Usage - On Communication Integrations page, include Browser Client minutes in usage statistics.
See More Updates
Full Feature List
All Features - Any Tablet - Any Smart Phone - Anywhere - Anytime
Check them out Here
Partner Training & Consulting
1. Online Training - 2. Webinars - 3. Onsite
You can get training in all departments one of three ways.
#1 Recruiting
- When to recruit
- Where to recruit
- How to recruit
- Creating Ads
- Getting top talent
- Retention
#1 Call Center
- Scripts
- Club Sales
- Call Conversion
- Scheduling
- Dispatching for profit
#1 Sales
- Scripts
- Objection handling
- Psychology of sales
#1 Service
- Agreement Sales
- Average Ticket
- Generating Leads
- Technical
- EPA
Management
- Accountability
- Personality Assessing
- Time Management
- Manage
- Coaching
- Leading
Contact ThermoGRID Support
1-800-592-3611
