Difference between revisions of "Main Page"

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= How to Use ThermoGRID WIKI =
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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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&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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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. </div>
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= <span style="color:#ffffff;">Training</span> =
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<div class="mw-parser-output"><div class="mw-parser-output">If you want to see all pages that have been created, click: "Special Pages" on the left and under where it says Lists of Pages you will see "All pages". Here you can see all the pages and explore areas you want to learn more about.&nbsp;</div> </div> </div> <div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
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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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= Getting Started With ThermoGRID =
 
  
 
<span style="font-size:medium;">'''Login:'''</span>
 
<span style="font-size:medium;">'''Login:'''</span>
  
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You have receive an address for you ThermoGRID account... The address will be (''your company name'')'''.thermogrid.com'''
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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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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)
 
My Account Page (click your name in the top right of the screen)
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*Phone  
 
*Phone  
 
*Email  
 
*Email  
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<span style="font-size:medium;">'''Setup Employees'''</span>
 
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&nbsp;When getting started you can send ThermoGRID Support all employees and we can set them up. To do this on your own you cango to [https://help.thermogrid.com/index.php/1._Tab_Administration#Manage_User_Accounts Manage User Accounts].
 
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<span style="font-size:medium;">'''Setup Clients'''</span>
 
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&nbsp;[https://help.thermogrid.com/index.php/QuickBooks#Export_.26_Transfer_Clients_QBD Export & Transfer Clients QBD]&nbsp;
 
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&nbsp;[https://help.thermogrid.com/index.php/QuickBooks#Export_.26_Transfer_Clients_QBO Export & Transfer Clients QBO]&nbsp;
 
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&nbsp;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.&nbsp;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.
 
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<span style="font-size:medium;">'''Setup Your Pricing'''</span>
 
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&nbsp;[https://help.thermogrid.com/index.php/Service_Catalog#Example_Price_Books_You_Can_Use_For_HVAC Example Price Books You Can Use For HVAC]
 
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<span style="font-size:medium;">'''Setup [[Inventory|Inventory]]'''</span>
 
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Make sure all items are in your Service Catalog before setting up your inventory.
 
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<span style="font-size:medium;">'''Training:&nbsp;'''</span>
 
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[[Training_Checklist|Training Checklist]]
 
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''* Have pricing uploaded first if possible.''
 
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'''Session 1 -&nbsp;&nbsp;Administration/ Management - 1 to 2 hours'''
 
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Learn to customize and setup. Setup QB
 
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'''Session 2 - Call Center - 1 hour'''
 
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Learn to schedule and dispatch. Need to book assign jobs to (Sales/Techs/Installers)
 
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'''Session 3&nbsp;- Sales/Techs/Installers - 1 hour'''
 
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Learn to give estimates and invoices to clients with signature and payment. Learn load calc., job docs, inventory, upload pics, and submit
 
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'''Session 4&nbsp;- Sales/Techs/Installers - 30 min Call center follows 1.5 hour&nbsp;'''
 
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Answer questions about previous training (Learn to give estimates and invoices to clients with signature and payment. Learn load calc., job docs, inventory, upload pics, and submit)
 
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Call center learn to close orders/jobs/calls -&nbsp;transfer to QB - QB Log
 
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<span style="font-size:medium;">'''Navigation:&nbsp;'''</span>
 
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See All our help Pages: [https://help.thermogrid.com/index.php/Special:AllPages [1]]&nbsp;&nbsp;
 
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= <span style="font-size:x-large;"><span style="background-image:none"><span style="background-position:initial"><span style="background-size:initial"><span style="background-repeat:initial"><span style="background-attachment:initial"><span style="background-origin:initial"><span style="background-clip:initial"><span style="font-weight:normal"><span style="overflow:visible"><span style="line-height:1.3">New Features & Updates</span></span></span></span></span></span></span></span></span></span></span> =
 
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<youtube urlargs="rel=0">pP5Z2AlOPv0</youtube>
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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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'''2-7-18'''
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[https://help.thermogrid.com/images/3/31/ThermoGRID_-_Office_-_Dispatching.pdf ThermoGRID_-_Office_-_Dispatching.pdf]&nbsp;
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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.
 
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2) Fix bug in Firefox that prevents adding new clients from the call page
 
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'''2-6-18'''
 
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1) Transfer payments, partial or full to QuickBooks
 
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'''1-31-18'''
 
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1) Remove "home" link from top menu as home button already goes here.&nbsp;
 
  
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2) add "Jobs" link to top menu
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<youtube urlargs="rel=0">j1H2rqBZVDM</youtube>
  
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3) Make "Reports" and "Administration" menu links dropdown menus
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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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4) Fix bug with long order option names by limiting to 25 characters.
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<youtube urlargs="rel=0">cwIgSRSlREE</youtube> &nbsp; &nbsp;
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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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== <span style="font-size:xx-large;">Invoicing - Technician Sales Office</span> ==
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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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5) Fix bug that was causing renewed memberships to have wrong visit dates.
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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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'''1-30-18'''
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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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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.
 
  
 
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&nbsp;
  
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'''1-23-18'''
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Creating Estimates and Invoices <youtube urlargs="rel=0">https://youtu.be/5f6U-zBBTP4</youtube>
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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.
 
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2. Adjusted job costing page to keep track of commission and bonus amounts separately for orders report and payroll and commission reports.
 
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3. Adjusted orders report and payroll report to match commission amount shown on job costing page in respective table
 
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'''1-18-18'''
 
  
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1) On Inventory stock levels page
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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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-- Remove "wall of buttons" and replace with cog wheel dropdown menu
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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;
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<youtube urlargs="rel=0">IIeLkUroozk</youtube>
  
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-- Add option under new dropdown menu to be able to show only low items or show all items in location
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== Purchasing – Install Coordinator ==
  
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-- Add "Reorder?" checkbox to each item to be able to choose whether or not it gets re-ordered.
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Standard Operating Procedure
  
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2) On Inventory Order details
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[https://help.thermogrid.com/images/e/e3/ThermoGRID_-_Office_-_Supplier_Orders.pdf ThermoGRID_-_Office_-_Supplier_Orders.pdf]&nbsp;‎
  
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-- Add "Notes" field to the order. This gets displayed below the address on the print version of the order.
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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.
  
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3) On Inventory Order print version
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To do the [https://help.thermogrid.com/index.php/Inventory Inventory Management] you must complete the setup of your locations and stock levels.
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'''1-15-17'''
 
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&nbsp;Add pop-up window on payroll report to show a breakdown of hours by job type.
 
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'''1-14-18'''
 
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New help center under construction, it operates like Wikipedia -&nbsp;Will be complete this month.
 
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<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">'''1-2-18'''</span></span></span></span></span></span></span></span></span>
 
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<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">1. Changes to job dispatching:</span></span></span></span></span></span></span></span>
 
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<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Assistants now receive notifications.</span></span></span></span></span></li>
 
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<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">If you change the tech, only the tech will get a email/text.</span></span></span></span></span></li>
 
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<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">If you update the assistants, only the assistants will only get emails/texts.</span></span></span></span></span></li>
 
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<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">If you update the date, the tech and assistants will both get emails/texts.</span></span></span></span></span></li>
 
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<li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Also fixed strange UI bugs with that page. In some situations, choosing assistants would wipe out the tech and vise versa.</span></span></span></span></span></li>
 
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<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">2. VOIP Lead Source Tracking</span></span></span></span></span></span></span></span>
 
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<span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">3. VOIP Browser Client Usage - On Communication Integrations page, include Browser Client minutes in usage statistics.</span></span></span></span></span></span></span></span>
 
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<font face="Georgia, serif"><span style="font-size: 15.6px;">'''See More [[Updates|Updates]]'''</span></font>
 
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= <span style="font-size:xx-large;">[[Full_Feature_List|Full Feature List]]</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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</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>
  
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Check them out [https://help.thermogrid.com/index.php/Full_Feature_List Here]
 
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= '''<span style="color:#ff0000;">List of all ThermoGrid training pages</span>''' =
 
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{| border="1" cellpadding="1" cellspacing="1" style="width: 1100px;"
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|-
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= Partner Training & Consulting =
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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]
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*[https://help.thermogrid.com/index.php/3._Tab_My_Calls NavBar -&nbsp;Calls]
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*[[NavBar_-_Jobs|NavBar - Jobs]]
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*[https://help.thermogrid.com/index.php/4._Tab_My_Orders NavBar -&nbsp;Orders]
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*[https://help.thermogrid.com/index.php/NavBar_-_Clients NavBar -&nbsp;Clients]
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*[https://help.thermogrid.com/index.php/NavBar_-_Reports NavBar -&nbsp;Reports]
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*[[NavBar_-_Administration|NavBar&nbsp;- Administration]]
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*[[App|App]]
  
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[[www.ExtremeClosing.com|Extreme Closing & Consulting]]
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&nbsp;
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== 1. Online Training - 2. Webinars - 3. Onsite ==
 
  
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<span style="font-size:xx-large;">We Offer The Most Powerful HVAC&nbsp;Coaching</span>
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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)''
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*[https://help.thermogrid.com/index.php/FAQ FAQ]
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*[https://help.thermogrid.com/index.php/Inventory Inventory]
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*[https://help.thermogrid.com/index.php/1._Tab_Administration#Club_Memberships_-_Maintenance_Agreements Maintenance Agreements]
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*[https://help.thermogrid.com/index.php/Marketing Marketing]
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*[https://help.thermogrid.com/index.php/Message_Center Message Center]
  
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You can get training in all departments one of three ways.
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&nbsp;
  
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<span style="font-size:medium;">'''#1 Recruiting'''</span>
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*[https://help.thermogrid.com/index.php/Payroll Payroll]
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*[https://help.thermogrid.com/index.php/QuickBooks QuickBooks]
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*[https://help.thermogrid.com/index.php/Rates Rates]
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*[https://help.thermogrid.com/index.php/Roles Roles]
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*[https://help.thermogrid.com/index.php/Service_Catalog Service Catalog]&nbsp;''(Price Book)''  
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*[https://help.thermogrid.com/index.php/Timesheets Timesheets]
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*[https://help.thermogrid.com/index.php/Troubleshooting Troubleshooting]
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*[https://help.thermogrid.com/index.php/VoIP VoIP]
  
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On average companies we coach are able to bring in over 30 candidates a week for interviews.&nbsp;We will advise and provide you, among other things
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|}
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</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>
  
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*Interview Questions
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= ThermoGrid&nbsp;Website =
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*How to Become More Attractive in the Job Market
 
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*Where to Recruit
 
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*How to do Personality Assessments
 
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*To Dos - Not To Dos
 
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*Position Agreements
 
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*Job Descriptions​
 
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*When to recruit
 
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*Where to recruit
 
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*How to recruit
 
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*Creating Ads
 
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*Getting top talent
 
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*Retention
 
  
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<span style="font-size:medium;">'''#1 Call Center'''</span>
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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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Your call center is usually the first point of contact a client has with your company.&nbsp; The&nbsp;individuals in these positions can basically make or break the success of the organization. &nbsp;We will provide and guide you with:
+
&nbsp;
  
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*Scripts (Inbound and Outbound)
+
&nbsp;
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*Scheduling Training
 
−
*Dispatching Training
 
−
*Responsibility Alignment
 
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*Objection Handling
 
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*Club Sales
 
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*Call Conversion
 
  
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<span style="font-size:medium;">'''#1 Sales&nbsp;'''</span>
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&nbsp;
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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:​​
 
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*The Script (learn to close sales at 70% or greater)
 
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*Sales Book&nbsp;
 
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*Advanced Questioning
 
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*Psychology of Sales
 
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*Neuro Linguistics&nbsp;
 
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*Personality Assessing
 
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*Objection Handling​
 
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<span style="font-size:medium;">'''#1 Service'''</span>
 
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With our help, build&nbsp;a superstar technician from the ground up.&nbsp; We will implement our sales process in the service department to help you build a stellar selling technician.&nbsp; We will&nbsp;guide you and provide you with:
 
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*Script - Full process of a service job
 
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*How to present a&nbsp;price effectively
 
−
*Selling Maintenance Agreements
 
−
*Generating Leads
 
−
*Advanced Questioning
 
−
*Personality Assessing
 
−
*Objection Handeling​
 
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*Average Ticket
 
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*Technical
 
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*EPA
 
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<span style="font-size:medium;">'''Management'''</span>
 
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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.
 
−
 
 
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*Maintenance Agreements
 
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*Handbook
 
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*Flat Rate Pricing&nbsp;
 
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*Safety Protocol
 
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*Technical Knowledge
 
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*Performance Reviews
 
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*Organizational Charts
 
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*Accountability
 
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*Personality Assessing
 
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*Time Management
 
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*Manage&nbsp;
 
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*Coaching
 
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*Leading
 
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<span style="font-size:medium;">'''Documents'''</span>
 
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We have all the forms you need&nbsp;to increase communication, protect yourself as a business, and have a professional image.
 
−
 
 
−
*Maintenance Agreements
 
−
*Handbook
 
−
*Flat Rate Pricing&nbsp;  
 
−
*Safety Protocol
 
−
*Technical Knowledge
 
−
*Performance Reviews
 
−
*Organizational Charts
 
−
*Exit interview
 
−
 
 
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</div>
 
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</div>
 
  
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= Contact ThermoGRID Support =
 
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<div class="mw-parser-output">[http://www.thermogrid.org/contact.html http://www.thermogrid.org/contact.html]</div>
 
 
&nbsp;
 
&nbsp;
 +
<div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div>
  
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Support@thermogrid.com
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= App Information (Beta) =
  
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1-800-592-3611
+
[[File:TG app page.png|TG app page.png|link=https://help.thermogrid.com/index.php/App]]&nbsp;
 
</div>
 
</div>
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= ThermoGRID Website =
 
−
 
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[[Www.ThermoGRID.com|www.ThermoGRID.com]]
 
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</div> </div> </div> </div>
 

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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