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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.
If you want to see all pages that have been created, click: "Special Pages" on the left and under where it says Lists of Pages you will see "All pages". Here you can see all the pages and explore areas you want to lear more about. 

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.

 

http://www.thermogrid.org/updates.html

 

Full Feature List

All Features - Any Tablet - Any Smart Phone - Anywhere - Anytime

  • All Features - Any Tablet - Any Smart Phone - Anywhere - Anytime

Literally you can use any device with an internet browser.

Full Feature List with explanation

Getting Strarted with Thermogrid - How to Navigate ThermoGRID

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.

Training:

Session 1 -  Administration/ Management - 1 to 2 hours

Learn to customizeThermoGRID and setup.

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 3 - Sales/Techs/Installers - 1 hour

Home Page

  • How to videos
  • Terms of use
  • Support

My Account Page (click your name in the top right of the screen)

  • Password
  • Phone
  • Email

Reports Page

  • Sales/Commissions
  • Timesheets

Calendar Page

  • Add Event
  • Sync to other calendar
  • On call
  • Jobs

Clock Page

  • Daily Timekeeping
  • Job

Calls/Jobs/Orders

  • Filter
  • Info (see) (put in)
  • Order (Load Calc., Site Photos, Units, Equipment Tasks, Client Agreement, Submit (debrief))

Details & Instructions:

Home Page

 

My Account Page – Update:

  • Password
  • Phone
  • Email

 

Reports Page

  • Sales/Commissions/Performance
  • Timesheets: “Daily Timekeeping” is when you clock in at the beginning of the day out for lunch back in and out at the end of the day. “Daily Timekeeping” is used for pay roll purposes. To do this you can select a date range by clicking “Custom Dates”. If you want to see in timecard format click “View Timecard” and scroll to the bottom. If you want to see the time you spent on a job click the circle in front of job and enter the job number.

Calendar Page

  • Add Event: Click “Add Event” Put in a title and a description for the event.

Choose visibility:

Public = Everyone with access the to full calendar can see the event and description.

Show As Busy = Everyone with access the to full calendar can see the event but it will just say or show as busy.

Private = only you can see the event on the calendar it will show as an empty time slot for everyone else.

Add Invites: just click anyone you want to add this event on their calendar.

If you click lasts all day it will block you for every minute of that day you select. Otherwise you can select the date and time window for the event.

Add another date allows you to choose another random day and time for the event.

Repeat: choose frequency... if you want Monday through Friday than choose custom, weekly, then click each day that you want. If you want everyday of a month except weekends you can select repeat custom and monthly and select the days you want.

Add Alerts: select an alert and then click add. You can as many alerts as you like but you must click add after each one.

Then click Create Event

  • Sync to other calendar: You can sync all you jobs and events on your ThermoGRID Calendar to another calendar. Click “Calendar” and on the bottom left of the calendar you can click “Show Feeds” copy the link for “Your private feed” and paste in your other calendar as a subscription.
  • On Call Calendar: Click Calendar and then click “Show On Call” and you can click month, week, or day view to see who is on call and when.

 

Clock Button

  • Daily Timekeeping: “Daily Timekeeping” is when you clock in at the beginning of the day out for lunch back in after lunch and out at the end of the day. To do this click the clock icon at the top right of the screen and click “Clock In”. The clock will turn red when you are clocked in.
  • Job: To clock into a job Click the clock icon at the top right of the screen and click “Clock In” next to the job number. To know what job number to clock into:
  1. Click “My Calls” and locate the call assigned to you at this time. Once you have located the call you can click on the “1” next to “Num Jobs:” and it will show you the job number. If the number is higher than “1” you will need to use a different method.
  2. Another way to find the job number would be to click “Calendar” and click on the job, this will bring up the “Job Details” and the “Job Number” is at the top.
  3. Another way to find the “Job Number” is to click “My Calls” and Locate the call and click on the “Call #”, from here you can scroll down till you see the jobs on this call and locate the job number assigned to you.
  4. Job number break down= year, month, day, hour, min, sec, millisecond

 

Calls Page

  • See all calls you have been assigned to

Orders Page

  • See all orders you have created

Calls/Jobs/Orders

Click “My Calls”

  • Filter(The filter is used to filter the types of calls you see. This means if you do not want to see calls you have ran previously that are closed, then you can click filter and click on a status and this will put an “x” next to it and will not show up on your calls page. Keep in mind the system will save your settings and it will be like this every time you log in, so if you want to see old jobs click the filter button again and put a check mark by the status you want to see.
  • Opening the Call/Job (Click “My Calls” and click on the “call number” or from the calendar you can click on the job, then click the “Job #”, then “View Call” (Both of these options takes you to the same place.)

 

Here you are able to review info of the client:

  • The map for location of the job and also click “Open in Google Maps” under the calendar for directions.
  • Click “Units” and see existing: models, warrantee info, install dates, memberships, and equipment notes. You are also able to add in units if they are not listed. Click “+Add Unit” Select the type of unit, if it is not listed your administrator can add it to the list. Enter M#, S# Warranty info and the installation date. The installation date needs to be to the nearest year if you don’t know the exact date. When adding a second “Unit” the installation date will prepopulate but you still need to click it to confirm or it will not let you add the unit.

 

  • Click “History” and you can click call numbers to see previous work completed and recommendations.

 

Creating an Order While you are in the call from the previous step “Opening the Call/Job”You can add an order to the call, this is how you price a client out for work (Repairs/Equipment/Etc.).

  • Scroll to the bottom of the “Call” and click “+Add Order”
  • Here you can do (Load Calc., Site Photos, Units, Equipment Tasks, Client Agreement, Submit (debrief))

 

Engineering Analysis/Load Calculations - whole house one calc. https://youtu.be/yih56W0Zj84or a room-by-room calc. https://youtu.be/kC8jwu5zxto

 

Site Photos – Click Upload Photo and you can take a picture or pull one from your library. Once it is uploaded you are able to Write in a caption of what the picture is and explain it. If you want the client to receive your caption and picture you can click the box in front of “Show to Customer” and it will attach the picture and the caption to the clients invoice.

 

Units- If you haven’t already you can add in M# and S# of all units in the home. Click “+Add Unit” Select the type of unit, if it is not listed your administrator can add it to the list. Enter M#, S# Warranty info and the installation date. The installation date needs to be to the nearest year if you don’t know the exact date. When adding a second “Unit” the installation date will prepopulate but you still need to click it to confirm or it will not let you add the unit.

 

Price out or Invoice Client – Click “Tasks & Equipment Estimates”

 

  • Click “Add Item” Choose a category and then an item, once you select an item click “Add” or “Add Item to Order” you can select as many items as you want before closing. When you are ready to close click “close”.
  • Change Quantity or Tax per Item: Click on the item and click “Edit”
  • Choose Payment Method: if the client is paying in full, leave the “Retail Option” as “Full” and select a payment method. If your payment method is not available contact your administrator. If the client is not paying in full and they need a balance due on their invoice click “None” if you are not collecting anything you can leave “collected” at zero.
  • Notes: “Notes for Client” will be attached to their invoice and “Notes for Installer” will not but will transfer to the “Install Tasks Sheet”
  • Choose Option: There are multiple options that will pre populate so you can give client more than one option, when you want to show the client the option click “Select Option” and then click “View Outputs”
  • Sign for Work: “Client Agreement” Scroll to the bottom and the client will be able to sign with their finger. Then click “Save Signature” and now you can email or print this by clicking “Email” or “Print” at the top.
  • Finish: Click “Submit” There maybe boxes to click on the right of the screen, if there is read “Which boxes do I check” for assistance. Then Click that you verify info and then “Submit Order”.

How to use ThermoGRID

Partner Training & Consulting

 

Contact ThermoGRID Support

http://www.thermogrid.org/contact.html

ThermoGRID Website

www.ThermoGRID.com

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