Difference between revisions of "Main Page"
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= <span style="color:#ff0000;">List of all ThermoGrid training pages</span> = | = <span style="color:#ff0000;">List of all ThermoGrid training pages</span> = | ||
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| − | + | *[[NavBar|Navigation Bar / NavBar]] | |
| − | + | *[https://help.thermogrid.com/index.php/1._Tab_Administration NavBar - Administration] | |
| − | *[https://help.thermogrid.com/index.php/1._Tab_Administration | + | *[https://help.thermogrid.com/index.php/2._Tab_Calendar NavBar - Calendar] |
| − | *[https://help.thermogrid.com/index.php/2._Tab_Calendar | + | *[https://help.thermogrid.com/index.php/3._Tab_My_Calls NavBar - Calls] |
| − | *[https://help.thermogrid.com/index.php/3._Tab_My_Calls | + | *NavBar - Jobs |
| − | *[https://help.thermogrid.com/index.php/4._Tab_My_Orders | + | *[https://help.thermogrid.com/index.php/4._Tab_My_Orders NavBar - Orders] |
| − | *[https://help.thermogrid.com/index.php/5._Tab_My_Clients | + | *[https://help.thermogrid.com/index.php/5._Tab_My_Clients Navbar - Clients] |
*[https://help.thermogrid.com/index.php/Creating_Custom_Forms_and_Documents Creating Custom Forms and Documents] | *[https://help.thermogrid.com/index.php/Creating_Custom_Forms_and_Documents Creating Custom Forms and Documents] | ||
*[https://help.thermogrid.com/index.php/Credit_Cards Credit Cards] | *[https://help.thermogrid.com/index.php/Credit_Cards Credit Cards] | ||
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| − | | + | *[https://help.thermogrid.com/index.php/Daily_Management_Report Daily Management Report] ''(DMR)'' |
| − | + | *[https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis] ''(Load Calculations)'' | |
| − | *[https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis] | ||
*[https://help.thermogrid.com/index.php/FAQ FAQ] | *[https://help.thermogrid.com/index.php/FAQ FAQ] | ||
*[https://help.thermogrid.com/index.php/Inventory Inventory] | *[https://help.thermogrid.com/index.php/Inventory Inventory] | ||
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*[https://help.thermogrid.com/index.php/Rates Rates] | *[https://help.thermogrid.com/index.php/Rates Rates] | ||
*[https://help.thermogrid.com/index.php/Reports Reports] | *[https://help.thermogrid.com/index.php/Reports Reports] | ||
*[https://help.thermogrid.com/index.php/Roles Roles] | *[https://help.thermogrid.com/index.php/Roles Roles] | ||
| − | *[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog] | + | *[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog] ''(Price Book)'' |
*[https://help.thermogrid.com/index.php/Timesheets Timesheets] | *[https://help.thermogrid.com/index.php/Timesheets Timesheets] | ||
*[https://help.thermogrid.com/index.php/Troubleshooting Troubleshooting] | *[https://help.thermogrid.com/index.php/Troubleshooting Troubleshooting] | ||
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= ThermoGrid Website = | = ThermoGrid Website = | ||
Revision as of 13:47, 16 August 2021
Contents
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.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
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
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
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