Difference between revisions of "Main Page"

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= Demo Video =
 
= 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. <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
 
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. <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
 
*[https://help.thermogrid.com/index.php/Terms_&_Conditions_RISE Terms & Conditions RISE]  
 
*[https://help.thermogrid.com/index.php/Terms_&_Conditions_RISE Terms & Conditions RISE]  
*[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid]
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*[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid]  
  
= <span style="color:#ff0000;">Training</span> =
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&nbsp; <youtube urlargs="rel=0">Gtg8Rhjg6pQ</youtube>
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= <span style="color:#ffffff;">Training</span> =
== Setup - Drop Downs ==
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<div class="mw-parser-output">[[File:Training.png|RTENOTITLE]]</div> <div class="mw-parser-output"><div class="mw-parser-output">
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== <span style="font-size:xx-large;">Setup - Drop Downs</span> ==
  
 
<span style="font-size:medium;">'''Login:'''</span>
 
<span style="font-size:medium;">'''Login:'''</span>
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<youtube urlargs="rel=0">pP5Z2AlOPv0</youtube>
 
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== <span style="font-size:xx-large;">Scheduling & Dispatching</span> ==
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== Scheduling & Dispatching ==
 
  
 
[https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf]&nbsp;
 
[https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf]&nbsp;
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<youtube urlargs="rel=0">cwIgSRSlREE</youtube> &nbsp; &nbsp;
 
<youtube urlargs="rel=0">cwIgSRSlREE</youtube> &nbsp; &nbsp;
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== <span style="font-size:xx-large;">Invoicing - Technician Sales Office</span> ==
== Invoicing - Technician Sales Office ==
 
 
<div class="mw-parser-output">Standard Operating Procedures</div>  
 
<div class="mw-parser-output">Standard Operating Procedures</div>  
 
[https://help.thermogrid.com/images/9/90/ThermoGrid_-_Field_Staff_-_Sales_Job.pdf ThermoGrid_-_Field_Staff_-_Sales_Job.pdf]&nbsp;
 
[https://help.thermogrid.com/images/9/90/ThermoGrid_-_Field_Staff_-_Sales_Job.pdf ThermoGrid_-_Field_Staff_-_Sales_Job.pdf]&nbsp;
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Counter Sale <youtube urlargs="rel=0">966boicSu9w</youtube>&nbsp;
 
Counter Sale <youtube urlargs="rel=0">966boicSu9w</youtube>&nbsp;
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== Closing Orders, Jobs, Calls ==
 
== Closing Orders, Jobs, Calls ==
<div class="mw-parser-output">Standard Operating Procedure</div> <div class="mw-parser-output">[https://help.thermogrid.com/images/c/c9/ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf]&nbsp;</div>  
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<div class="mw-parser-output">Standard Operating Procedure</div> <div class="mw-parser-output">[https://help.thermogrid.com/images/c/c9/ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf ThermoGRID_-_Office_-_Job_Costing_&_Accounting.pdf]&nbsp;</div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;  
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= '''<span style="color:#ff0000;">List of all ThermoGrid training pages</span>''' =
 
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= <span style="color:#ff0000;">List of all training pages</span> =
 
<div class="mw-parser-output"><div class="mw-parser-output">See a complete list of Training pages and topics [https://help.thermogrid.com/index.php/Training HERE]</div> <div class="mw-parser-output">&nbsp;</div>
 
 
{| border="1" cellpadding="1" cellspacing="1" style="width: 1100px;"
 
{| border="1" cellpadding="1" cellspacing="1" style="width: 1100px;"
 
|-
 
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|  
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*'''[[NavBar|Navigation Bar / NavBar]]'''
 
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*[https://help.thermogrid.com/index.php/2._Tab_Calendar NavBar -&nbsp;Calendar]  
*[https://help.thermogrid.com/index.php/1._Tab_Administration 1. Tab Administration]  
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*[https://help.thermogrid.com/index.php/3._Tab_My_Calls NavBar -&nbsp;Calls]
*[https://help.thermogrid.com/index.php/2._Tab_Calendar 2. Tab Calendar]  
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*[[NavBar_-_Jobs|NavBar - Jobs]]  
*[https://help.thermogrid.com/index.php/3._Tab_My_Calls 3. Tab My Calls]  
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*[https://help.thermogrid.com/index.php/4._Tab_My_Orders NavBar -&nbsp;Orders]  
*[https://help.thermogrid.com/index.php/4._Tab_My_Orders 4. Tab My Orders]  
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*[https://help.thermogrid.com/index.php/NavBar_-_Clients NavBar -&nbsp;Clients]  
*[https://help.thermogrid.com/index.php/5._Tab_My_Clients 5. Tab My Clients]  
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*[https://help.thermogrid.com/index.php/NavBar_-_Reports NavBar -&nbsp;Reports]  
*[https://help.thermogrid.com/index.php/Creating_Custom_Forms_and_Documents Creating Custom Forms and Documents]  
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*[[NavBar_-_Administration|NavBar&nbsp;- Administration]]  
*[https://help.thermogrid.com/index.php/Credit_Cards Credit Cards]  
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*[[App|App]]  
*[https://help.thermogrid.com/index.php/Daily_Management_Report Daily Management Report]  
 
  
 
|  
 
|  
 
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*[https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis]&nbsp;- Load Calculations  
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*[[Job_Documents_(Creating_Custom_Forms_and_Documents)|Job Documents]]
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*[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]&nbsp;''(DMR)''
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*[https://help.thermogrid.com/index.php/Engineering_Analysis Engineering Analysis]&nbsp;''(Load Calculations)''
 
*[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/Marketing Marketing]  
 
*[https://help.thermogrid.com/index.php/Marketing Marketing]  
 
*[https://help.thermogrid.com/index.php/Message_Center Message Center]  
 
*[https://help.thermogrid.com/index.php/Message_Center Message Center]  
*[https://help.thermogrid.com/index.php/Payroll Payroll]
 
*[https://help.thermogrid.com/index.php/QuickBooks QuickBooks]
 
  
 
|  
 
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*[https://help.thermogrid.com/index.php/Payroll Payroll]
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*[https://help.thermogrid.com/index.php/QuickBooks QuickBooks]
 
*[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/Roles Roles]  
 
*[https://help.thermogrid.com/index.php/Roles Roles]  
*[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]&nbsp;- Price Book  
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*[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]&nbsp;''(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&nbsp;Website =
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[[File:2020 ECI ThermoGrid.jpg|x100px|2020 ECI ThermoGrid.jpg|link=https://www.ecisolutions.com/equipment-maintenance-service/thermogrid/]]&nbsp;
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= ThermoGRID Website =
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= App Information (Beta) =
  
https://www.ecisolutions.com/equipment-maintenance-service/thermogrid/
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[[File:TG app page.png|TG app page.png|link=https://help.thermogrid.com/index.php/App]]&nbsp;
 
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Latest revision as of 09:07, 7 October 2021

Training

RTENOTITLE

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
 

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.

 

 
 

ThermoGrid Website

2020 ECI ThermoGrid.jpg 

 

 

 

 

 

App Information (Beta)

TG app page.png