Difference between revisions of "Main Page"

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= Demo Video =
 
= Demo Video =
 
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*[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid]  
 
*[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid]  
  
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= <span style="font-size:xx-large;"><span style="color:#ff0000;">Training</span></span> =
 
= <span style="font-size:xx-large;"><span style="color:#ff0000;">Training</span></span> =
 
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= '''<span style="color:#ff0000;">List of all ThermoGrid training pages</span>''' =
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<div class="mw-parser-output"><div class="mw-parser-output">See a complete list of Training pages and topics [https://help.thermogrid.com/index.php/Training HERE]</div> <div class="mw-parser-output">&nbsp;</div>  
 
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= ThermoGrid&nbsp;Website =
 
= ThermoGrid&nbsp;Website =
  
 
[https://www.ecisolutions.com/equipment-maintenance-service/thermogrid/ Visit TG]
 
[https://www.ecisolutions.com/equipment-maintenance-service/thermogrid/ Visit TG]
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Revision as of 15:23, 12 August 2021

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
  • Email

 

 
 

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
ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf 
 

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
 

 

 

 

 
 

ThermoGrid Website

Visit TG

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