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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: here.  Here you can see all the pages and explore areas you want to learn more about. 

 

 

 

Getting Started With ThermoGRID

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

Setup Employees

 When getting started you can send ThermoGRID Support all employees and we can set them up. To do this on your own you can go to Manage User Accounts.

Setup Clients

 Export & Transfer Clients QBD 

 Export & Transfer Clients QBO 

 If you are exporting from another type of software account make sure you export all the info you want in ThermoGRID. A lot of software will make you export multiple lists to get extra info such as Client info, Memberships, Equipment, and Notes. We can tie all this info together if you are doing a full setup, but each export must contain something consistent to tie them together such as a client number. If you are trying the exports together by name or address you are probably going to have duplications.

Setup Your Pricing

 Example Price Books You Can Use For HVAC or create you own items. Make sure all items are in the same format as you see in the example service catalogs. (Description in proper column, Model # in the proper column, Equipment Cost in the proper column, etc.)

Setup Inventory

Make sure all items are in your Service Catalog before setting up your inventory.

Training:

Training Checklist

* Have pricing uploaded first if possible.

Session 1 -  Administration/ Management - 1 to 2 hours

Learn to customize and setup. Setup QB

Session 2 - Call Center - 1 hour

Learn to schedule and dispatch. Need to book assign jobs to (Sales/Techs/Installers)

Instrctions and videos - Scheduling - Dispatching 

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 calculations, 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]  

Basic Training

New Features & Updates

3-19-18

1) Redo the units page on orders for better performance.

2) On calls page, allow users to remove a recording from a call (does not remove from VoIP).

3) On calls page, allow users who can reopen calls to be able to permanently delete a recording from VoIP.

4) Redo layout of communication integrations page for more intuitive/simpler UI.

5) On Comm integrations page, users can now view all VoIP recordings.

6) On Comm integrations page, users who can reopen calls can permanently delete a recording from VoIP.

7) added tech email and phone token handlers that were missing in the cron notify customers of upcoming jobs function.

 

3-12-18

1. Added missing scheduling elements to on call calendar custom types and additional days.

2. Added new editable fields to install task sheet (percent of work complete, signature of work complete, 2 note fields, attach with email of invoice check field.)

3. Added temporary title switchers to order estimate and client agreement pages.

4. Created better performance on manage drop downs page.

2-7-18

1) Rework labor section of job costing page to allow user to be able to choose what jobs they want to see actual time for.

2) Fix bug in Firefox that prevents adding new clients from the call page

2-6-18

1) Transfer payments, partial or full to QuickBooks

1-31-18

1) Remove "home" link from top menu as home button already goes here. 

2) add "Jobs" link to top menu

3) Make "Reports" and "Administration" menu links dropdown menus

4) Fix bug with long order option names by limiting to 25 characters.

5) Fix bug that was causing renewed memberships to have wrong visit dates.

1-30-18

1) Change the filters for scheduled date and create date on the my-jobs page to allow searching by start and end date, rather than a fuzzy string search of whatever was typed in.

 

1-23-18

1. Client membership recurring payments can now be synced to QBO/QBD as an invoice or sales receipt with proper config. This will only affect new memberships setup after this change which use recurring payments and that get a sync type selected during creation.

2. Adjusted job costing page to keep track of commission and bonus amounts separately for orders report and payroll and commission reports.

3. Adjusted orders report and payroll report to match commission amount shown on job costing page in respective table

1-18-18

1) On Inventory stock levels page

-- Remove "wall of buttons" and replace with cog wheel dropdown menu

-- Add option under new dropdown menu to be able to show only low items or show all items in location

-- Add "Reorder?" checkbox to each item to be able to choose whether or not it gets re-ordered.

2) On Inventory Order details

-- Add "Notes" field to the order. This gets displayed below the address on the print version of the order.

3) On Inventory Order print version

-- Add Company Address below logo

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.

See More Updates

Full Feature List

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

 

Check them out Here

Partner Training & Consulting

Extreme Closing & Consulting

1. Online Training - 2. Webinars - 3. Onsite

We Offer The Most Powerful HVAC Coaching

You can get training in all departments one of three ways.

#1 Recruiting

On average companies we coach are able to bring in over 30 candidates a week for interviews. We will advise and provide you, among other things

  • Interview Questions
  • How to Become More Attractive in the Job Market
  • Where to Recruit
  • How to do Personality Assessments
  • To Dos - Not To Dos
  • Position Agreements
  • Job Descriptions​
  • When to recruit
  • Where to recruit
  • How to recruit
  • Creating Ads
  • Getting top talent
  • Retention

#1 Call Center

Your call center is usually the first point of contact a client has with your company.  The individuals in these positions can basically make or break the success of the organization.  We will provide and guide you with:

  • Scripts (Inbound and Outbound)
  • Scheduling Training
  • Dispatching Training
  • Responsibility Alignment
  • Objection Handling
  • Club Sales
  • Call Conversion

#1 Sales 

Our sales process is infallible. No experience in HVAC or sales is needed. This program is very well rounded and covers all aspects of the sales process, including:​​

  • The Script (learn to close sales at 70% or greater)
  • Sales Book 
  • Advanced Questioning
  • Psychology of Sales
  • Neuro Linguistics 
  • Personality Assessing
  • Objection Handling​

#1 Service

With our help, build a superstar technician from the ground up.  We will implement our sales process in the service department to help you build a stellar selling technician.  We will guide you and provide you with:

  • Script - Full process of a service job
  • How to present a price effectively
  • Selling Maintenance Agreements
  • Generating Leads
  • Advanced Questioning
  • Personality Assessing
  • Objection Handeling​
  • Average Ticket
  • Technical
  • EPA

Management

Learn to effectively lead, coach and manage your team with these processes. As a leader you will learn to prioritize and make sure the focus is always moving towards the success you want.

  • Maintenance Agreements
  • Handbook
  • Flat Rate Pricing 
  • Safety Protocol
  • Technical Knowledge
  • Performance Reviews
  • Organizational Charts
  • Accountability
  • Personality Assessing
  • Time Management
  • Manage 
  • Coaching
  • Leading

Documents

We have all the forms you need to increase communication, protect yourself as a business, and have a professional image.

  • Maintenance Agreements
  • Handbook
  • Flat Rate Pricing 
  • Safety Protocol
  • Technical Knowledge
  • Performance Reviews
  • Organizational Charts
  • Exit interview

Contact ThermoGRID Support

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

 

[email protected]

1-800-592-3611

Troubleshooting

When troubleshooting there are a few things you can do from your end.

Check the Internet, Device, and  Browser.

Internet

Check internet connection and speed.  www.Speedtest.net  - Speed should be 40+ mbps Download speed

Try a different network. If you are on your normal internet try to use a hotspot that is using data (3g or better) not wifi and see if the challenge continues.

Device

Do you have the same issue on a different device?

Check mobile vs desktop as well.

Browser

Are you using Google Chrome?

Is the browser up to date? In Chrome click - the 3 dots in the top right of the browser, click - Help, click - About Google Chrome.

Try a different browser. 

Try to recreate the issue on a different device.

  

ThermoGRID Website

www.ThermoGRID.com

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