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= Partner Training & Consulting = | = Partner Training & Consulting = | ||
Revision as of 10:42, 20 January 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.
New Features & Updates
Coming Soon:
- VOIP auto tracking marketing by number, 2 way texting, delete recordings, and port numbers easier.
- Fleet Management - Maintenance/Vehicle Start, Speed, Breaking, Etc.
- App integration through Zapier - Marketing Program
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.
12-21-17
- On the manage stock levels page, there is now a button a user can click to add an item to the service catalog directly. Once they save they are taken back to the stock levels page. This should eliminate about 5 clicks in that process.
- Fix for service catalog import from adding new values to manage drop downs for the custom filters.
12-20-17
- Added primary job type filter to orders report. Also fixed lead source filters so you can select multiple.
- Changed "Link to Call" to "Link to Job" so orders can now be linked to a call and job so other TG features can utilized.
- Added "Actual Labor Hours" and "Actual Labor Cost" rows to job costing page under the commission summary section.
12-19-17
- Change "Inventory Restock" page to "Items Used"
- Allow ordering for inventory items that are not in stock, purchased items that are not a part of inventory on Items Used page.
12-18-17
- Fix timezone issue causing deleted recurring events to remain displaying on the calendar.
- Add time to date on "end on date" field for recurring events.
12-14-17
- Unlock names for types and filters in service catalog... (be able to change names of the pages on the export).
12-12-17
1st phase of 3 VoIP
- Make calls
- Take calls
- Forward calls to multiple numbers
- Record calls and they auto attach to calls
12-8-17
- Auto select tax for new clients
12-6-17
1) On the membership report, change the "Due" and "Overdue" filters to where if "only" is selected for both, both due and overdue memberships will be shown.
2) On membership report, fix bug with the visit begin date and visit end date filters.
3) On payroll report, add columns to break down regular hours and overtime hours.
Full Feature List
All Features - Any Tablet - Any Smart Phone - Anywhere - Anytime
Check them out Here
Getting Strarted with Thermogrid - How to use
Login:
You have receive an address for you ThermoGRID account... The address will be your campany name.thermogrid.com
Type this into the address bar at the top of your browser, we recommend using google chrome as yor browser.
Home Page
- Terms of use
- Support
My Account Page (click your name in the top right of the screen)
- Password
- Phone
Training: Training Checklist
* Have pricing uploaded first if possible.
Session 1 - Administration/ Management - 1 to 2 hours
Learn to customizeThermoGRID 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]
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 recreuit
- 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
