Main Page

How to Use ThermoGRID WIKI

 

If you want to find how to create an estimate, type in "estimate" in the search bar. This will then present you will all the pages containing the word estimate. From here you can choose the page that seems to work best for what you are looking for.

If you want to see all pages that have been created, click: "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. 

 

Getting Started With ThermoGRID

Login:

You have receive an address for you ThermoGRID account... The address will be your company name.thermogrid.com

Type this into the address bar at the top of your browser, we recommend using Google chrome as your browser.

My Account Page (click your name in the top right of the screen)

• Password
• Phone
• Email

Setup Employees

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

Setup Clients

 Export & Transfer Clients QBD 

 Export & Transfer Clients QBO 

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

Setup Your Pricing

 Example Price Books You Can Use For HVAC

Setup Inventory

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

Training: 

Training Checklist

* Have pricing uploaded first if possible.

Session 1 -  Administration/ Management - 1 to 2 hours

Learn to customize and setup. Setup QB

Session 2 - Call Center - 1 hour

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

Session 3 - Sales/Techs/Installers - 1 hour

Learn to give estimates and invoices to clients with signature and payment. Learn load calc., job docs, inventory, upload pics, and submit

Session 4 - Sales/Techs/Installers - 30 min Call center follows 1.5 hour 

Answer questions about previous training (Learn to give estimates and invoices to clients with signature and payment. Learn load calc., job docs, inventory, upload pics, and submit)

Call center learn to close orders/jobs/calls - transfer to QB - QB Log

Navigation: 

See All our help Pages: [1] 

New Features & Updates

 

2-7-18

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

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

2-6-18

1) Transfer payments, partial or full to QuickBooks

1-31-18

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

2) add "Jobs" link to top menu

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

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

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

1-30-18

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

 

1-23-18

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

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

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

1-18-18

1) On Inventory stock levels page

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

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

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

2) On Inventory Order details

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

3) On Inventory Order print version

-- Add Company Address below logo

1-15-17

 Add pop-up window on payroll report to show a breakdown of hours by job type.

1-14-18

New help center under construction, it operates like Wikipedia - Will be complete this month.

1-2-18

1. Changes to job dispatching:

• Assistants now receive notifications.
• If you change the tech, only the tech will get a email/text.
• If you update the assistants, only the assistants will only get emails/texts.
• If you update the date, the tech and assistants will both get emails/texts.
• Also fixed strange UI bugs with that page. In some situations, choosing assistants would wipe out the tech and vise versa.

2. VOIP Lead Source Tracking

3. VOIP Browser Client Usage - On Communication Integrations page, include Browser Client minutes in usage statistics.

See More Updates

Full Feature List

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

 

Check them out Here

Partner Training & Consulting

Extreme Closing & Consulting

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

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

#1 Recruiting

• When to recruit
• Where to recruit
• How to recruit
• Creating Ads
• Getting top talent
• Retention

#1 Call Center

• Scripts
• Club Sales
• Call Conversion
• Scheduling
• Dispatching for profit

#1 Sales 

• Scripts
• Objection handling
• Psychology of sales

#1 Service

• Agreement Sales
• Average Ticket
• Generating Leads
• Technical
• EPA

Management

• Accountability
• Personality Assessing
• Time Management
• Manage 
• Coaching
• Leading

 

 

Contact ThermoGRID Support

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

 

Support@thermogrid.com

1-800-592-3611

ThermoGRID Website

www.ThermoGRID.com