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How to Use ThermoGRID WIKI

 

There are a couple ways in which you will be able to search on this site...

1. An exact match, this happens when you start typing in a word like Qui  and the Wiki site brings up a page called QuickBooks as a recommendation.

2. Contains Search, this means when you type a word in it does not populate what you are typing. Like if 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 and as a description How to create an estimate or an invoice. 

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. 

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• 1. Tab Administration
• 2. Tab Calendar
• 3. Tab My Calls
• 4. Tab My Orders
• 5. Tab My Clients
• 6. Tab Reports
• Creating Custom Forms and Documents
• Credit Cards
• Daily Management Report
• Engineering Analysis
• FAQ
• Full Feature List
• Installer
• Inventory
• Main Page
• Marketing
• Message Center
• Offline Sync
• Payroll
• QuickBooks
• Rates
• Reconciliation & Closing
• Reports
• Roles
• Sales Representative
• Scheduling - Dispatching
• Service Catalog
• Service Technician
• Terms of Use
• Timesheets
• Training Checklist
• Troubleshooting
• VoIP

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
• Email

Setup Employees

 When getting started you can send ThermoGRID Support all employees and we can set them up. ([email protected])

To do this on your own you can go to Manage User Accounts.

Setup Clients

 Export & Transfer Clients QBD 

 Export & Transfer Clients QBO 

 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. 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 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.)

Setup Inventory

Make sure all items are in your Service Catalog before setting up your inventory.

Training Sessions:

Training Checklist

* 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)

Instrctions and videos - Scheduling - Dispatching 

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 calculations, job docs, inventory, upload pics, and submit)

Call center learn to close orders/jobs/calls - transfer to QB - QB Log

 

Basic Training

Intro to training:

Top right of you ThermoGRID account says “help” this leads you here

All Help Pages Here

Call

This is the phone ringing. This way you can track all types of calls coming in, not only client but vendors telemarketers etc.

Job

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.

Order

The order is where the technician or sales rep is able to put together a list of iteme recommended or completed. The order is what we use to create invoices, estimates, etc.

Calendar and Login 

Call Center

Basic Training Scheduling & Dispatching

 

Call Center Part 1

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

 

Scheduling - Dispatching

 

Call Center Part 2

Closing (time sheets, orders, jobs, calls)

 

 

 

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

 

 

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 veiw outputs on an order.

To do the Inventory Management you must complete the setup of your locations and stock levels.

 

Installer

Installer

Credit Cards

 

 

 

 

 

Partner Training & Consulting

www.risecoaching.pro

1. Online Training - 2. Webinars - 3. Onsite

We Offer The Most Powerful HVAC/Plumbing/Electrical Coaching

You can get training in all departments one of three ways.

#1 Recruiting

On average companies we coach are able to bring in over 30 candidates a week for interviews. 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

#1 Call Center

Your call center is usually the first point of contact a client has with your company.  The individuals in these positions can basically make or break the success of the organization.  We will provide and guide you with:

• Scripts (Inbound and Outbound)
• Scheduling Training
• Dispatching Training
• Responsibility Alignment
• Objection Handling
• Club Sales
• Call Conversion

#1 Sales 

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 
• Advanced Questioning
• Psychology of Sales
• Neuro Linguistics 
• Personality Assessing
• Objection Handling​

#1 Service

With our help, build a superstar technician from the ground up.  We will implement our sales process in the service department to help you build a stellar selling technician.  We will guide you and provide you with:

• Script - Full process of a service job
• How to present a price effectively
• Selling Maintenance Agreements
• Generating Leads
• Advanced Questioning
• Personality Assessing
• Objection Handeling​
• Average Ticket
• Technical
• EPA

Management

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 
• Safety Protocol
• Technical Knowledge
• Performance Reviews
• Organizational Charts
• Accountability
• Personality Assessing
• Time Management
• Manage 
• Coaching
• Leading

Documents for Business Management

We have all the forms you need to increase communication, protect yourself as a business, and have a professional image.

• Maintenance Agreements
• Handbook
• Flat Rate Pricing 
• Safety Protocol
• Technical Knowledge
• Performance Reviews
• Organizational Charts
• Exit interview

 

 

Contact ThermoGRID Support

http://www.thermogrid.org/contact.html

 

[email protected]

1-800-592-3611

 

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.

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.

  

ThermoGRID Website

www.ThermoGRID.com