Difference between revisions of "Main Page"

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= <span style="font-size:xx-large;"><span style="font-family:Georgia,serif;">At the ThermoGRID Training Center you can see the following:</span></span> =
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<div class="mw-parser-output">
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= Demo Video =
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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">
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*[https://help.thermogrid.com/index.php/Terms_&_Conditions_RISE Terms & Conditions RISE]
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*[https://help.thermogrid.com/index.php/Terms_&_Conditions_ThermoGrid Terms & Conditions ThermoGrid]
  
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= [[New_Features|New Features]] =
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&nbsp; <youtube urlargs="rel=0">Gtg8Rhjg6pQ</youtube>
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<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div>
  
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<div class="mw-parser-output"><div class="mw-parser-output">
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= <span style="color:#ffffff;">Training</span> =
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= [[Full_Feature_List|Full Feature List]] =
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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> ==
  
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<span style="font-size:medium;">'''Login:'''</span>
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<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">''<span style="font-size:14.0pt"><span style="background:white"><span style="font-family:"><span style="color:#005180">All Features - Any Tablet - Any Smart Phone - Anywhere - Anytime</span></span></span></span>''</span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Import existing clients</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Calendar</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:">VoIP – Call Recording</span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Scheduling</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Dispatching</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Text and Email Messaging</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Load Calculations – Heat Loss Heat Gain</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Price book - Flat Rate - T&M – GM - On The Fly</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Upload photos and documents</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Estimates</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Invoicing</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:">Credit Card Processing</span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Purchase Orders</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Install Task Sheets</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">QuickBooks Integration - Online & Desktop</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Job Costing</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Inventory</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Maintenance/PM Agreement Manager</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Reports & Dashboard</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Marketing</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Custom Documents</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Timesheets</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Payroll</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Geolocation - GPS</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Client Center</span></span></span></span></span></span>
 
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*<span style="line-height:15.0pt"><span style="tab-stops:list 10.25pt left 11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Much, Much More</span></span></span></span></span></span>
 
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<ul style="list-style-type:circle">
 
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<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">All Features - Any Tablet - Any Smart Phone - Anywhere - Anytime</span></span></span></span>'''</span></span></li>
 
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</ul>
 
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<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Literally you can use any device with an internet browser.</span></span></span></span></span></span>
 
  
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You have receive an address for you ThermoGrid&nbsp;account... The address will be '''('''(''your company name'')'''.thermogrid.com)'''&nbsp; Type this into the address bar at the top of your browser, we recommend using Google Chrome as your browser.
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<ul style="list-style-type:circle">
 
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<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Import existing clients</span></span></span></span>'''</span></span></li>
 
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</ul>
 
  
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<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">You will be able to transfer equipment, agreements, notes and normal client information in to ThermoGRID so you don't lose important information.</span></span></span></span></span></span>
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My Account Page (click your name in the top right of the screen)
  
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*Password
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*Phone
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*Email
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<div class="mw-parser-output">
 
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<ul style="list-style-type:circle">
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<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">
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<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Calendar</span></span></span></span>'''</span></span></li>
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<youtube urlargs="rel=0">pP5Z2AlOPv0</youtube>
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</ul>
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<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">&nbsp;</div> </div> </div> </div> </div> </div> &nbsp; <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">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="mw-parser-output">
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== <span style="font-size:xx-large;">Scheduling & Dispatching</span> ==
  
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<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">From the calendar we can do many things.</span></span></span></span></span></span>
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[https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf]&nbsp;
  
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See scheduled, unscheduled or unassigned jobs - can color code.</span></span></span></span></span></span>
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<youtube urlargs="rel=0">j1H2rqBZVDM</youtube>
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See a map of all employee, suppliers, and job locations.</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See status of jobs (Dispatched, In Route, Onsite, Complete, etc.)</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Add events (training, time off, lunch, etc.) - can color code.</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Click and drag dispatching.</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Contact client or employees (Text or Email) - You can use templates so you can communicate with a click of a button.</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Get turn by turn directions to jobs.</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See job information (Type, Notes, Priority, Client Information).</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See on-call schedule of each employee that anyone can see at any time.</span></span></span></span></span></span>  
 
  
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<span style="line-height:15.0pt"><span style="tab-stops:58.5pt"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">10. See budget number of jobs number jobs can be ran based on employees working teach day vs Actual schedule jobs.</span></span></span></span></span></span>
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Job flow if you start with a service job, flip it into a sales lead, sell it, and then install it.
  
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&nbsp;
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<youtube urlargs="rel=0">cwIgSRSlREE</youtube> &nbsp; &nbsp;
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<ul style="list-style-type:circle">
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<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> &nbsp; <div class="mw-parser-output">&nbsp;</div> </div> </div> <div class="mw-parser-output">&nbsp;</div> </div>
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<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Scheduling</span></span></span></span>'''</span></span></li>
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== <span style="font-size:xx-large;">Invoicing - Technician Sales Office</span> ==
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</ul>
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<div class="mw-parser-output">Standard Operating Procedures</div>  
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[https://help.thermogrid.com/images/9/90/ThermoGrid_-_Field_Staff_-_Sales_Job.pdf ThermoGrid_-_Field_Staff_-_Sales_Job.pdf]&nbsp;
  
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<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">When scheduling jobs there are many features that can save you time.</span></span></span></span></span></span>
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[https://help.thermogrid.com/images/e/e2/ThermoGrid_-_Field_Staff_-_Service_Job.pdf ThermoGrid_-_Field_Staff_-_Service_Job.pdf]&nbsp;‎
  
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Existing client information will automatically populate for you.</span></span></span></span></span></span>
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[https://help.thermogrid.com/images/8/84/ThermoGrid_-_Field_Staff_-_Install_Job.pdf ThermoGrid_-_Field_Staff_-_Install_Job.pdf]&nbsp;
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">A map will pop up so you can see the location of the job and s</span></span></span></span><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">ee if client is in service area.</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Affiliation System – if client is out of service area or they need a service that you do not provide you can click a button and it sends client info to affiliate and affiliate info to client.</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">You will be able to see the current balance on the clients account</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See notes for client, location, previous tech at their location.</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See all of the equipment the client has.</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">See all of the history of Calls, Jobs, and Orders.</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Can see if client is under a maintenance agreement, when last visit was complete, and when next one is due.</span></span></span></span></span></span>
 
  
 
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<ul style="list-style-type:circle">
 
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<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Dispatching</span></span></span></span>'''</span></span></li>
 
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</ul>
 
  
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<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Smart Dispatching will choose the best tech for you by considering many factors.</span></span></span></span></span></span>
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Creating Estimates and Invoices <youtube urlargs="rel=0">https://youtu.be/5f6U-zBBTP4</youtube>
  
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Role</span></span></span></span></span></span>
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Advanced Invoicing Tasks (Add Pictures, Units/Equipment, Custom Job Docs) <youtube urlargs="rel=0">https://youtu.be/-wjmyXZJaKc</youtube>
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Time Conflicts</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Skill</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Location</span></span></span></span></span></span>
 
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#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Performance - ThermoGRID will choose the tech that is qualified that will bring in the most revenue based on the type of job.</span></span></span></span></span></span>  
 
  
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&nbsp;
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Counter Sale <youtube urlargs="rel=0">966boicSu9w</youtube>&nbsp;
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<div class="mw-parser-output">&nbsp;</div> </div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
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== Closing Orders, Jobs, Calls ==
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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;
 +
<youtube urlargs="rel=0">IIeLkUroozk</youtube>
  
−
&nbsp;
+
== Purchasing – Install Coordinator ==
−
<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Text and Email Messaging</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
  
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">This feature is for every day communication and reminders with the team and clients, as well as marketing campaigns.</span></span></span></span></span></span>
+
Standard Operating Procedure
  
−
&nbsp;
+
[https://help.thermogrid.com/images/e/e3/ThermoGRID_-_Office_-_Supplier_Orders.pdf ThermoGRID_-_Office_-_Supplier_Orders.pdf]&nbsp;‎
−
<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Load Calculations - Heat Loss Heat Gain</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
  
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">This is a quick, easy, and accurate load calculation and you can complete many ways.</span></span></span></span></span></span>
+
All the equipment and materials you sell for an install must be setup&nbsp;in the [[Service_Catalog|Service Catalog]]&nbsp;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&nbsp;[https://help.thermogrid.com/index.php/4._Tab_My_Orders#Supplier_Orders Supplier Orders]&nbsp;tab of the view outputs on an order.
  
−
#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Whole house</span></span></span></span></span></span>
+
To do the [https://help.thermogrid.com/index.php/Inventory Inventory Management] you must complete the setup of your locations and stock levels.
−
#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Each level</span></span></span></span></span></span>
 
−
#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Room by room</span></span></span></span></span></span>
 
  
 
&nbsp;
 
&nbsp;
−
<ul style="list-style-type:circle">
+
</div> <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"><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">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <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"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div></div></div>
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Price book - Flat Rate/T&M</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
  
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">This is the best of all worlds when it comes to pricing. Use our flat rate system, import your own, do time and material, or custom price on the fly. You can also calculate your price based on margins accounting for labor materials, equipment, commissions, processing fees (credit cards or financing)... everything, ensuring you achieve your margins. If prices change before you can then change all your margins with a click of a button.</span></span></span></span></span></span>
+
<div class="mw-parser-output">
 +
<div class="mw-parser-output">
 +
<div class="mw-parser-output">
 +
= '''<span style="color:#ff0000;">List of all ThermoGrid training pages</span>''' =
 +
<div class="mw-parser-output">
 +
{| border="1" cellpadding="1" cellspacing="1" style="width: 1100px;"
 +
|-
 +
|
 +
*'''[[NavBar|Navigation Bar / NavBar]]'''
 +
*[https://help.thermogrid.com/index.php/2._Tab_Calendar NavBar -&nbsp;Calendar]
 +
*[https://help.thermogrid.com/index.php/3._Tab_My_Calls NavBar -&nbsp;Calls]
 +
*[[NavBar_-_Jobs|NavBar - Jobs]]
 +
*[https://help.thermogrid.com/index.php/4._Tab_My_Orders NavBar -&nbsp;Orders]
 +
*[https://help.thermogrid.com/index.php/NavBar_-_Clients NavBar -&nbsp;Clients]
 +
*[https://help.thermogrid.com/index.php/NavBar_-_Reports NavBar -&nbsp;Reports]
 +
*[[NavBar_-_Administration|NavBar&nbsp;- Administration]]
 +
*[[App|App]]
  
 +
|
 
&nbsp;
 
&nbsp;
−
<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Upload photos and documents</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
  
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Anyone can upload photos for before and after pics on installs or even take pictures or repairs needing to be done and write a cation about what’s going on and attach it to the clients invoice. You are also able to attach copies of documents such as permits, warranty info, and much more.</span></span></span></span></span></span>
+
*[[Job_Documents_(Creating_Custom_Forms_and_Documents)|Job Documents]]
 +
*[https://help.thermogrid.com/index.php/Credit_Cards Credit Cards]
 +
*[https://help.thermogrid.com/index.php/Daily_Management_Report Daily Management Report]&nbsp;''(DMR)''
 +
*[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/Inventory Inventory]
 +
*[https://help.thermogrid.com/index.php/1._Tab_Administration#Club_Memberships_-_Maintenance_Agreements Maintenance Agreements]
 +
*[https://help.thermogrid.com/index.php/Marketing Marketing]
 +
*[https://help.thermogrid.com/index.php/Message_Center Message Center]
  
 +
|
 
&nbsp;
 
&nbsp;
−
<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Estimates</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
  
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Create estimates easily with our auto tags system that can match up the proper lineset, coil, pad, or just auto add any items you want to go together. You are able to give a client multiple options, add discounts or fees templates to any job and put notes in for the client or the tech. There are many ways you can price a job from on the fly, Flat Rate, T&M, and True Gross Pricing to ensure your success. Here you can also account for tax properly by location and type.</span></span></span></span></span></span>
+
*[https://help.thermogrid.com/index.php/Payroll Payroll]
 +
*[https://help.thermogrid.com/index.php/QuickBooks QuickBooks]
 +
*[https://help.thermogrid.com/index.php/Rates Rates]
 +
*[https://help.thermogrid.com/index.php/Roles Roles]
 +
*[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/Troubleshooting Troubleshooting]
 +
*[https://help.thermogrid.com/index.php/VoIP VoIP]
  
−
&nbsp;
+
|}
−
<ul style="list-style-type:circle">
+
</div> <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">&nbsp;</div> </div> </div> </div> </div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> <div class="mw-parser-output">&nbsp;</div> </div></div>
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Invoicing</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
  
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Invoicing is automatically generated from the estimates created saving you time. When completing job costing you can transfer to QB with a click of a button.</span></span></span></span></span></span>
+
= ThermoGrid&nbsp;Website =
  
−
&nbsp;
+
[[File:2020 ECI ThermoGrid.jpg|x100px|2020 ECI ThermoGrid.jpg|link=https://www.ecisolutions.com/equipment-maintenance-service/thermogrid/]]&nbsp;
  
 
&nbsp;
 
&nbsp;
Line 153: Line 125:
  
 
&nbsp;
 
&nbsp;
−
<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Purchase Orders</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">This is automatically done as well and will populate supplier orders with description, model number, order numbers, and price. So really you can simply print or email for your supplier.</span></span></span></span></span></span>
 
  
 
&nbsp;
 
&nbsp;
 +
<div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
  
−
&nbsp;
+
= App Information (Beta) =
−
<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Install Task Sheets</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
 
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">This is automatically generated from the estimate. The tech will know what they are to do for work and even see the model number, notes, how long each task should take, how much they will be getting paid, and all pictures taken from the job.</span></span></span></span></span></span>
 
−
 
 
−
&nbsp;
 
−
<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">QuickBooks Online & Desktop</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
 
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">An accountants dream. You can transfer as general sales accounts, sub accounts, and classes. This way you can see as little or as much detail as you wish. QB will also transfer the clients balance back so any time you schedule an appointment for a client you can see if they owe you money before performing any more work.</span></span></span></span></span></span>
 
−
 
 
−
&nbsp;
 
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<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Job Costing</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
 
−
<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Job costing is prepopulated with all the information from your catalog making it really easy to perform this task. Here you are able to see your margins on each job as well as transfer to QuickBooks. If anything gets edited on this page you will be able to see the previous amount vs the override amount.</span></span></span></span>
 
−
 
 
−
&nbsp;
 
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<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Inventory</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
 
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Inventory made easy. Here you can create as many locations and types of locations as you wish. Once the location has been created you can import or create a standard stock list setting min/max of each item. Inventory can be tracked and accounted for many ways from just adding an item to a restock list to actually pricing the item and seeing right then and there that there are (x) amount on your truck and when selling the item it automatically removes from the truck or location and creates a restock sheet. There will also be a variance report created to let you know how far off each location is from the expectations by dollar amount and quantity.</span></span></span></span></span></span>
 
−
 
 
−
&nbsp;
 
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<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Maintenance/PM Agreement Manager</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
 
−
<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">One of the hardest things to manage in a business just got easy.</span></span></span></span><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">You can create as many types and frequencies of PMs as you want. You are able to pull reports on which clients are due, overdue, join date, expired, and cancelled. Once you select the report you want you can contact all clients on the report by clicking a button of your prebuilt templates for email or texts.</span></span></span></span>
 
−
 
 
−
&nbsp;
 
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<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Reports & Dashboard</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
 
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">The only way to truly succeed is to know the trends of your business and maximize your strengths. The reporting system in ThermoGRID allows you to know just this. You can pull reports on items sold, AR, marketing lead source, tech, and many other items to know what or who is most profitable. The dashboard will show you:</span></span></span></span></span></span>
 
−
 
 
−
#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Budget vs actual</span></span></span></span></span></span>
 
−
#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Number of appointments or revenue needed to achieve your budget</span></span></span></span></span></span>
 
−
#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Closing ratio for each rep</span></span></span></span></span></span>
 
−
#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Average ticket for each person</span></span></span></span></span></span>
 
−
#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Employee Goals vs actual</span></span></span></span></span></span>
 
−
#<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Any KPI you want to track</span></span></span></span></span></span>
 
−
 
 
−
&nbsp;
 
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<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Marketing</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
 
−
<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Contact clients under a maintenance agreement, ones that have had high repairs, or ones with older equipment. This is one easy way to do some marketing from your account by email or text.</span></span></span></span>
 
−
 
 
−
&nbsp;
 
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<ul style="list-style-type:circle">
 
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<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Custom Documents</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
 
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">This program can really save some trees, all the documents you need to operate your business can be created in our system. We have documents already created if you would rather use them.</span></span></span></span></span></span>
 
−
 
 
−
&nbsp;
 
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<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Timesheets</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
 
−
<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Every employee is able to clock in and out of their day and jobs for payroll. When they clock in or out, ThermoGRID will provide a geolocation of where they were at that time.</span></span></span></span>
 
−
 
 
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&nbsp;
 
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<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Payroll</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
 
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Commissions, Bonuses, hourly pay, and task pay labor is automatically calculated and pulled into the payroll report.</span></span></span></span></span></span>
 
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&nbsp;
 
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<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Geolocation</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
 
−
<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">This program will track locations of jobs, suppliers, and employees. This is good for dispatching techs based on location or seeing where they were when they clocked in or out.</span></span></span></span></span></span>
 
−
 
 
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&nbsp;
 
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<ul style="list-style-type:circle">
 
−
<li><span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in">'''<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">Client Center</span></span></span></span>'''</span></span></li>
 
−
</ul>
 
−
 
 
−
<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">This area allows you to track all your information on your clients. If they have multiple addresses, units, or maintenance agreements you will see it here. You can also access all calls, orders, jobs, documents, pictures, and everything else right here at their name.</span></span></span></span>
 
−
 
 
−
&nbsp;
 
−
 
 
−
&nbsp;
 
−
 
 
−
*<span style="line-height:15.0pt"><span style="tab-stops:11.0pt .5in"><span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">All Drop downs in ThermoGRID are 100% customizable.</span></span></span></span></span></span>
 
−
 
 
−
<span style="font-size:13.0pt"><span style="background:white"><span style="font-family:"><span style="color:#222222">ThermoGRID will track who does what in the system as well from deleting jobs to dispatching to adding a new user.</span></span></span></span>
 
−
</div> </div>
 
−
 
 
−
= [[How_to_navigate_ThermoGRID|How to navigate ThermoGRID]] =
 
−
 
 
−
= [[How_to_use_ThermoGRID|How to use ThermoGRID]] =
 
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Latest revision as of 09:07, 7 October 2021

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.
 
 
 
 
 
 
 
 
 

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
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

 

 

 
 
 
 

ThermoGrid Website

2020 ECI ThermoGrid.jpg 

 

 

 

 

 

App Information (Beta)

TG app page.png 

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