NewReleases
Contents
Release April 24 2024
You may have already noticed the new support button showing up on the bottom left of the ThermoGrid page! https://s3-us-west-2.amazonaws.com/thermogrid-filebrowser/32/New%20Help%20Button.jpg We want to streamline getting in contact with our support team, clicking that button will expand the help window. Simply fill out your name, email, and details of our issue, and we will get back to you as soon as possible!
https://s3-us-west-2.amazonaws.com/thermogrid-filebrowser/32/New%20Help%20Button%20Expanded.jpg
Release April 20 2024
We are making changes to the estimation tool that allows you to have as many filters with certain line items. Right now, certain categories only allow for 3 or 2 or even one filter.
Moving forward, you'll be able to customize that as much as you'd like.
You'll also be able to navigate back to the old filter and add multiple items to a search instead of just one.
See video below to see it in action before we release it. We will update you with an exact date, but it will be before the end of January!
Watch Video of it in action by clicking here!
Send any thoughts and feedback using this link: Feedback!
Release December 1 2023:
We are excited to announce a new feature that we are planning a release for on December 6th. It is our new dashboard feature that will be available to any ThermoGrid user who has the Administrator role assigned to them.
It will replace the Announcement page upon first login of ThermoGrid. To see the announcements still, check the bullhorn icon on the top right of the screen.
If the user account does not have the administrator role, they will still see the announcement page.
What the dashboard will show, within a date range is the amount of calls, jobs, orders and payments that are in their specific statuses, as well as a snapshot of the revenue for the year of what was collected, as well as what was not collected.
We are always happy and willing to hear your feedback, if you have any additional ideas or suggestions for ThermoGrid, please feel free to click here and give us your thoughts!
Release August 30 2023
We have added calendar functionality to ThermoGrid
Schedule jobs, events, on-call shifts, time-off, and compensation requests by simply selecting a spot on the calendar. Your tasks and requests will be efficiently scheduled for the designated day, time, and assigned user. https://s3-us-west-2.amazonaws.com/thermogrid-filebrowser/32/Cropped%20New%20Calendar%20Feature.png Revamped Week View: Enjoy a clutter-free week view on our calendar, now showcasing individual users' schedules instead of a consolidated daily view. Stay organized and gain a clearer picture of each team member's commitments throughout the week. https://s3-us-west-2.amazonaws.com/thermogrid-filebrowser/32/New%20Calendar%20Week%20View.png Orders Page: Simplify your workflow on the orders page with our new feature. Efficiently filter and view order statuses, making it effortless to manage estimates and invoices while staying organized. https://s3-us-west-2.amazonaws.com/thermogrid-filebrowser/32/My%20Orders%20Summary.png More exciting updates on the way, our next goals are to make scheduling a job easier and more intuitive and dispatching from the job more directly.
Thank you!
Release August 22nd, 2022
This release contains a new feature that will remove the dropdowns when creating an estimate for the customer, and replace with arrows and provide a workflow that makes it easier to use ThermoGrid from start to finish. Watch the video by clicking here.
What it looks like now: https://s3-us-west-2.amazonaws.com/thermogrid-filebrowser/32/Cropped.png
What you will now see: https://s3-us-west-2.amazonaws.com/thermogrid-filebrowser/32/New%20Flow.png
Terminology has also changed. Here's a list of the changes:
- View Call is now called Calls
- Site Photos is now Photos
- Order Estimate is now Estimate
- Units is now Equipment
- Client Agreement is called Invoice
- Install Task Sheet now called Work Order
- Submit is now Complete Order
Release Monday June 6 2022
We will be releasing an update to our Clock-In and Clock out button. We are also releasing an update to the ThermoGrid phone system.
We changed from a floating green button (Seen Below) to a static button that will rest next to the User's Profile button (Picture further down).
The new look has updated interface, and more organized information.
The ThermoGrid phone system updates are illustrated below. First is the current look. Below are a few pictures of the new look. It's been made more intuitive, updated look, and improved functionality. See screenshots at end of post for reference.
Screenshots of new look on phone system. Easier way to send messages, and better interface for transferring calls, and adding calls to ThermoGrid cases.
Release Wednesday March 2nd 2022
Features/Changes:
- Brand new updated User Interface.
- Inventory Orders has been updated to now be able to support multiple suppliers, and create multiple supplier orders at once.
With the new User Interface the new administration area has been moved, and is now a mega menu and is the cog wheel on the top right of the main page. Here's a full list of the changes:
Grouped under Company
Company Settings --> Changed to "General Settings"
Manage Dropdowns --> Changed to "Drop Downs"
Dispatching Settings --> Changed to "Dispatching"
Club Memberships --> Changed to "Membership Plans"
"Subscription" unchanged
Grouped under Service Catalog
Manage Service Catalog Items --> Changed to "Items"
Manage Service Catalog Images --> Changed to "Images"
Manage Filter Tags --> Changed to "Filter Tags"
Manage Suppliers --> Changed to "Suppliers"
City Permits unchanged
Grouped under Finance
Tax Rates unchanged
Discounts & Fees unchanged
Payment Methods unchanged
Commission/Bonus Scale --> Changed to "Earning Scales"
Payment Integrations --> Changed to "Integrations"
Grouped under Communications
Manage Job Documents --> Changed to "Job Documents"
Manage Email Templates --> Changed to "Email Templates"
Manage Text Templates --> Changed to "Text Templates"
Create Scheduling Portal --> Changed to "Scheduling Portal"
Communication Integrations --> Changed to "Integrations"
Grouped under Users
Manage User Accounts --> Changed to "Accounts"
Manage User Groups --> Changed to "Groups"
Manage API Keys --> Changed to "API Keys"
Grouped under Inventory
Manage Locations --> Changed to "Locations"
Stock Levels unchanged
Inventory Orders --> Changed to "Orders"
Grouped under Employee Requests
Manage Time Off Requests --> Changed to "Time Off"
Manage Compensation Requests --> Changed to "Compensation"
Grouped under Marketing
Manage Marketing Lists --> Changed to "Lists"
Manage Marketing Campaigns --> Changed to "Campaigns"
Manage Sent Marketing Emails --> Changed to "Sent Emails"
Release Tuesday Dec 28th 2021
Features/Changes:
- Added notice on the Manage Discounts and Fees page about editing records and how changes affect orders.
- Added payment status field to the orders report excel export.
Bug fixes:
- Filters on the timesheets report and time off request pages will be automatically applied when linking from the payroll report.
- Fixed issue with inventory order stock notification emails not showing item names or descriptions.
- Now properly alerting on warning when trying to send an inventory order email without any addresses.
- Fixed empty job costed date field on the orders report excel export.
- References to suppliers are now correctly wiped from service catalog and order records when a supplier is deleted.
- Corrected time zone conversion issue on the timesheets report which resulted in some punches being off depending on the user timezone.
- Gracefully handling empty revenue amount and goals which caused the total revenue gauge on the DMR report to break.
- Improved general query performance when calculating a unit's Cost to Date field.
- Fixed an interface issue on the Manage Compensation Requests page which caused bulk delete counter be used multiple times causing errors.
- Disabled ability to modify other client data on an archived call like units, unit extras, unit photos, recordings, etc.
- Fixed issue with clients page which would incorrectly query on archived client addresses causing confusing results.
Release Monday Dec 20th 2021
- Technicians and Sales Representatives can now see and click on all the history for a customer.
- Changed tax labels: Include was changed to Use Tax and Separate was changed to Sales Tax.
- Added age of unit auto calculations. By entering the Install or manufacturer date on a unit it will now convert it to display the age of the unit.
- Added functionality to be able to delete Inventory Locations. The location must be empty.
- Added filtering on calendar and job dispatching page to remove ThermoGrid support admin users.
- Added Delete function on the Manage Inventory Locations page to allow locations without any inventory to be deleted.
- When adding a new job on the calendar added pagination to client list.
Bug fixes
- Resolved odd reactivity issue with calendar getting stuck on morning hours and not jumping to a job's start date time.
- Service Request blocks on the calendar page now have their descriptions cut to 100 characters to prevent issue with view details not being visible.
- Bouncing between "All" and "My" events on the calendar will no longer cause the events to be invisible on the calendar.
- Fixed bulk updates with Compensation Requests that were calendar type when changing calendar event related data.
- Corrected syntax issue on the Scheduling Portal Widget code snippet.
- Fixed navigation issues with links in new tabs on the client information page.
- Admins can now "un-select" a Primary Job Type for users on the Manage User Accounts page.
- Fixed issue with creating membership and using recurring rule that would sometimes cause errors.
- Clicking Edit Units on a client membership will now properly populate multiple units of the same time in the drop downs.
- Fixed Unit Extras summary section not showing data when swapping between addresses on the client addresses page.
- Fixed issue that would delete all service catalog Tags if any were untied from specific images.
- Client name now properly updates in the breadcrumb when changing clients on the call and order client info pages.
- Fixed error when trying to delete a voicemail text prompt record.
- Fixed the Track Callbacks dropdown on the DMR settings page not populating when in edit mode.
- Orders report now properly handling "Any" or "All" filter options on complex queries.
- Now calls that are archived can no longer have file attachments added to or removed from them.
- Fix extra comma in csv exports on the Unit Cost and Equipment Age reports.
- Corrected an issue that could drop some user permissions until the user logged out and then back in.
- Editing a Marketing Campaign now works properly instead of creating a new copy.
- Fixed edit issue that stripped token data from the document until the page was reloaded.
- Ensure long email lists are properly spaced.
- Corrected UI issues and on the Manage Inventory Locations page.
