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== Setup - Drop Downs == | == Setup - Drop Downs == | ||
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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. | 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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== Invoicing - Technician Sales Office == | == Invoicing - Technician Sales Office == | ||
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= <span style="color:#ff0000;">List of all ThermoGrid training pages</span> = | = <span style="color:#ff0000;">List of all ThermoGrid training pages</span> = | ||
Revision as of 08:39, 27 July 2021
Contents
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
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
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
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
See a complete list of Training pages and topics HERE
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