Service Catalog

Example Price Books You Can Use For HVAC

 

Here you can choose brands of your choice to use in thermoGRID. Once you download the files you can update the equipment cost column and supplier name or send them to your supplier to update.

• Starter Service Catalog
• Amana
• Bryant
• Carrier
• Goodman
• Lennox
• Rheem
• Trane

In ThermoGRID

Add Items to the Price Book

How to Add a Single Item to the Catalog

• Select the “Administrative” section
• Select “Manage Service Category” located at the bottom left
• Select “ + New Item”
• All required information will appear
• First select the type of unit you’re working with (anything can go under tools and equipment)
• Type the Department
• Type Department Number
• Type a Description of the item (this will appear on the customers invoice, as well as what the sales reps will be looking up)
• Type the Brand
• Type the Product Number (this is the number that supply companies use to look up the item, some use model numbers)
• Type Model Number
• Select Supplier name from the drop-down list
• You can type an expiration date if you’d like this to be a only available for a limited time, but the date is automatically set to 19999, so your item will always remain in your category (if you choose an expiration date, the item will be removed from the reps catalog on designated date, but will remain in the companies catalog, so it can be reactivated at any time)
• Type the Material Cost
• Type the Labor Cost (Techs pay rate multiplied or divided by the Labor hours)
• Type the Labor Hours
• Recommended to select “Yes” to the “Auto Add with Parent”
• Make sure everything on the page is correct (such as all the yes/no questions)
• Save the page

Note: If you want an item to always be a certain price, no matter what the costs are, type the predetermined price in the “Retail override Amt” section under “Prices”. Then make sure you change the “Allot retail override” to “Yes” and the “Calculate retail using gross margins” to “No”.

 

Tag Items

 

How to Tag an Item / One Component Tag

• Select the “Administrative” section
• Select “Manage Service Catalog” (located on the bottom left)
• Select the icon next to the item you want to tag
• Scroll to the bottom of the page, to the left there is a section you will see “Tags” with text following
• The tag is the main component of the text
• Go to the item you want tagged to that item
• Scroll down to the same location of the page
• Type or paste the tag from your pervious item in the “Parent Tag” section below the “Tags” section.
• Change “Auto Add with Parent” to “Yes” (located to the right of the tags section)
• Click Save

Now anytime you create a purchase order with your original item you selected (the parent tag), your tagged item will appear below it in somewhere your purchase order automatically.

Export to Excel

Add Items to the Price Book

 

How to tag multiple items by exporting it to Excel

• Select “Administration”
• Select “Manage Service Catalog”
• In the right corner of the page locate the Setting Drop-down list, it will be an icon, below your user name and above the “ Next and Last”
• Select “Export Catalog”
• Click open on the pop up and Excel will launch
• Enable editing
• Select the item you want to be working with from the row at the bottom of your sheet
• Widen the “Tag” category
• You will be able to see the items with no tags
• In the Tag category type #(the name of the tag)
• Right click and select “Copy”
• Hold down your curser and drag it down all the categories you want the tag in
• With the categories still selected right click and select “Paste”
• To add multiple tags, type a comma followed by #(name of the tag) you can add as many tags as you’d like
• Save
• Go back to Thermogrid
• Select the Setting Drop-down list
• Select “Import Catalog”
• Search and select document
• Validate
• Import File

Tag Items

 

How to tag multiple items by exporting it to Excel

• Select “Administration”
• Select “Manage Service Catalog”
• In the right corner of the page locate the Setting Drop-down list, it will be an icon, below your user name and above the “ Next and Last”
• Select “Export Catalog”
• Click open on the pop up and Excel will launch
• Enable editing
• Select the item you want to be working with from the row at the bottom of your sheet
• Widen the “Tag” category
• You will be able to see the items with no tags
• In the Tag category type #(the name of the tag)
• Right click and select “Copy”
• Hold down your curser and drag it down all the categories you want the tag in
• With the categories still selected right click and select “Paste”
• To add multiple tags, type a comma followed by #(name of the tag) you can add as many tags as you’d like
• Save
• Go back to Thermogrid
• Select the Setting Drop-down list
• Select “Import Catalog”
• Search and select document
• Validate
• Import File

Time and Material

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