Main Page

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.

• Terms & Conditions RISE
• Terms & Conditions ThermoGrid

 

 

 

 

 

 

 

 

 

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

Navigation Bar / NavBar NavBar - Administration NavBar - Calendar NavBar - Calls NavBar - Jobs NavBar - Orders Navbar - Clients App Job Documents Credit Cards

Daily Management Report (DMR) Engineering Analysis (Load Calculations) FAQ Inventory Maintenance Agreements Marketing Message Center Payroll QuickBooks

Rates Reports Roles Service Catalog (Price Book) Timesheets Troubleshooting VoIP

 

 

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ThermoGrid Website

 

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