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Contents
At the ThermoGRID Training Center you can see the following:
New Features & Updates
Coming Real Soon:
- VOIP auto tracking marketing by number, 2 way texting, delete recordings, and port numbers easier.
- Fleet Management - Maintenance/Vehicle Start, Speed, Breaking, Etc.
- App integration through Zapier - Marketing Program
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.
12-21-17
- On the manage stock levels page, there is now a button a user can click to add an item to the service catalog directly. Once they save they are taken back to the stock levels page. This should eliminate about 5 clicks in that process.
- Fix for service catalog import from adding new values to manage drop downs for the custom filters.
12-20-17
- Added primary job type filter to orders report. Also fixed lead source filters so you can select multiple.
- Changed "Link to Call" to "Link to Job" so orders can now be linked to a call and job so other TG features can utilized.
- Added "Actual Labor Hours" and "Actual Labor Cost" rows to job costing page under the commission summary section.
12-19-17
- Change "Inventory Restock" page to "Items Used"
- Allow ordering for inventory items that are not in stock, purchased items that are not a part of inventory on Items Used page.
12-18-17
- Fix timezone issue causing deleted recurring events to remain displaying on the calendar.
- Add time to date on "end on date" field for recurring events.
12-14-17
- Unlock names for types and filters in service catalog... (be able to change names of the pages on the export).
12-12-17
1st phase of 3 VoIP
- Make calls
- Take calls
- Forward calls to multiple numbers
- Record calls and they auto attach to calls
12-8-17
- Auto select tax for new clients
12-6-17
1) On the membership report, change the "Due" and "Overdue" filters to where if "only" is selected for both, both due and overdue memberships will be shown.
2) On membership report, fix bug with the visit begin date and visit end date filters.
3) On payroll report, add columns to break down regular hours and overtime hours.
11-28-17
1) Allow archived users to still be shown as overrider on timesheet report
2) Fix view of units worked on table on detailed view of Client Agreement
3) Fix daylight savings time issue in calendar export on recurring events. All events now pass along the timezone instead of assuming UTC.
11-27-17
1. You can now save tax before selecting an option. Before changes to tax bracket before selection an option would not save.
2. When selecting a client address on an order, the order will identify the zip code and automatically map it to a tax rate and select it for the order.
- In order to set this up, go to the tax rate section on company settings. There is now a cog wheel with an Add Postal Code option.
- You can enter a zip code an an extension for each tax rate except the local tax rate. That is handled differently by TG and can't have special properties/fields like other added tax rates.
- If you enter a code and an extension it will look for that specifically when matching to a clients address. So if you have 52001-1234, a client with either just 52001 or 52001-7890 will not match. Only addresses with 52001-1234 will match.
- If you enter a code with no extension it will look for zip codes that have that starting code and any extensions will match / be ignored. So if you have just 52002, a client with 52003 will not match. Addresses with 52002 or 52002-1234 will match.
3. Tax rates in TG can be mapped to Tax brackets in QBO and/or QBD. This can be helpful for companies that want to the taxes to map to something specific or already setup in their QB.
Under the tax settings on the company settings page, under the newly added cog wheel, you'll also notice options Add QBO Mapping and Add QBD Mapping.- Enter the tax name and agency name in QB that you want to use. For QBO, when an order is synced it will attempt to find a tax bracket setup with that information. If one is found, it will use that for the order, otherwise it will create its own. For QBD, It will also search but it will error out if none is found. It won't create it's own.
11-1-17
Must use new spreadsheet for service catalog (to get this all you have to do is export your service catalog and if you have a document out you can copy and paste data into the new spreadsheet. If you do not have a catalog out you will not need to do anything)
- Export Service Catalog to mass edit Y/N to edit description on Order Estimate page(there is now a new column in the excel export for choosing if the item's description can be edited)
- Export Service Catalog to mass edit discounts and fees (there is now a new column in the excel export for choosing what discount or fee each item gets)
10-31-17
- Able to edit the description on the order estimate page. Go to: Administration, Service Catalog, edit an item, then change "Allow Description Override" to Yes. Now go add that item to the order Estimate page and you can change the description when clicking on it and editing it.
- Added token "Job Reason" to email templates
- Added "Visit Date" filter to membership report
- Added "Export Unit Extras" button to membership page so when you pull a list of all memberships due you can see how many of each type of filter you need, bulbs, belts, etc.
10-24-17
- Subscription CC processing - Beta
- Can format "Client Job Communications" (Email messages) Bold, Italic, Paragraphs etc.
10-18-17
- Can choose on events if you want reminder to be text, email or both
- Can choose on the user if they want notifications by text, email or both
- Can add additional client reminders for for upcoming jobs... 2 hours before, Day before Etc.
10-17-17
- Send reminder messages by job type now
- Able to choose text email or both for client job reminder messages
10-9-17
- Can now see History of a client 24/7 from the order page right next to the current balance.
- Can print email selected option on order estimates page
- Note on load calc flooring for LXW for slab options
- Client balance will not appear to delete when selecting
- When a client signs an agreement it will notify the sales rep or tech now as well as company
- On-call day view will display name of rep on-call
10-4-17
- Email or print "Multiple Bids or Estimates" Click option and just email right from the "Order Estimate" page - it will save the option in email so if you email 3 the client can review all 3 options later.
- Can update units on memberships after they have been created.
10-3-17
- New Payroll Reports and Tracking (see full view of all employees PTO and requests, payroll, commissions, tasks, hourly all in one spot)
9-27-17
- Credit Card Processing Integration (schedule a time for us to set up your account)
9-26-17
- Added check for "tech_lead_generated_by" in addition to the "tech_lead_generated_flag" when displaying commission and bonus on the job costing page.
- Added a link to add call right from calendar under the button "Add"
- Bug fix delete order from cog wheel
9-25-17
- Added in phone number and support email to footer of TG pages
- Added a delete pop up to "manage users" to confirm if you want to delete (now named Archive) a user.
- Added an option in cog wheel so an admin can view archived users.
- Added button for admin to restore an archived user.
- Adding emitters (logging) to service catalog to be used for audit. Logs inserts/updates/deletes/imports/exports.
- Removed Schedule a followup checkbox from job info page. (it didn't do anything)
- Added call number/link to the calendar "job details" pop up.
9-19-17
- Add pictures right to the equipment
- Attach items to equipment filters, belts, IAQ items.. so you have your list before going to the clients home.
9-11-17
- Changes to timecard permissions - Admin users can edit punches. Only users with "Manage Users" can see wages other than their own.
- Weed out archived clients on "Units Worked On" dropdown on order estimate page
- Weed out archived addresses on "Call Info" page
- Disable autocomplete for the site
- Change Address field to default to "New Address,"and have the page update accordingly when "New Address" is selected.
- Change when save happens for "State" dropdown so it only saves when they leave the field, rather than on every change to help prevent duplicate addresses being created for each state starting with a letter.
9-05-17
- Techs can see all history of orders for clients assigned to them (click call, history, orders)
- Set payment status on job costing page
- Location notes are visible by techs when reviewing the call
- Inventory truck restock/field purchase segment added to order. Here installers or techs can add items off the truck even if not charging for it and items purchased from hardware stores. (Open order and click Inventory Restock)
- Timezone calendar event all day bug fix
8-24-17
- Service Area Feature - Be able to see if a client is outside your service area right on the map
- Affiliate Feature - add businesses you associate with and send referrals with a click of a button
- Export Report/Order with Zip code
- Equipment/Agreement Duplication, Order time zone timestamp fix
- Daily Management Report - Dashboard
8-15-17
- Weekly subtotal is added to time sheets.
- "View Timecard" is now a default on time sheets.
- New History tab entered to see all Calls, Jobs, and Orders... coming soon click numbers to see all details.
- Techs can view all information to jobs they are assigned to.
- Removed fields not needed on Job Costing and entered notes to explain how to perform Job Costing for reports.
8-14-17
- Update now status in "Equipment & Tasks / Order Estimate" by clicking the gear icon
- Can search for a client by phone number or company name now when adding a new call or a new order and have it auto fill the information.
- Quick links on orders page: click orders, then the triangle next to the edit button and you can access any page now from here.
8-7-17
- Can add an "Order" for sales or service from "Job Details" now (ease of use).
- When opening or adding an "Order" it defaults to "Tasks & Equipment" (ease of use).
- "Audit Log" available so you can see who does what in the system add (/audit.html/) to the end of your ThermoGRID address.
- Added drop down buttons on the calendar for easy mobile use (ease of use).
- Condensed eligibility, user name, and score into one column on the calendar and dispatching screen. Green check mark means eligible and red x means ineligible.
8-1-17
- Added css-based print view of the job costing page to make numbers match.
- Added Merge Address function on client address page. Merges the links to calls, jobs, orders, units, and client billing address reference and removes old address.
- Made change to query to return jobs / number of jobs for calls that are archived.
- Make order output pages print and email buttons consistent across all pages.
- Added Order supplier order notes field that can be saved for each order. Notes field appears on web and print version. Also converted manage supplier email address field to comma separated field to allow people to send supplier order to multiple addresses.
- Tweaked spacing on job and order list to make order and job number easily visible.
7-25-17
- Search by client phone number
- Job cost printout bug fix
- Signature limit increase
7-19-17
- Notification to client if they forget to save signature
- Quick links to addd Maintenance agreements you book a call
- Bug fix add units as tech from the order
- Auto save client email when sending the invoice if it wasnt previously typed in when booking the call.
- QB Tax Fix
7-18-17
- QB Roll Back Feature
- Offline Management
- Client can digitally sign invoices you email.
7-13-17
- Darkened notes & payment for techs mobile use
- New report, on client page you can export by zip code, city, state, name... for marketing or just see all locations and equipment for one client
7-10-17
- Visible job status on calendar - Dispatched, In Route, Onsite, Complete, Etc. (Go to manage drop downs and Job Tech Status to setup)
- Able to create an order from in an order at the gear symbol.
- Bug Fixes - Tax.
7-5-17
- Client invoices now says do nor replay and posts your company email for them to reply to. it also shows your company name in the subject line and their location address.
- Client balance in QuickBooks will now transfer back to ThermoGRID and will be in red bold text if the client has a balance.
- New Role for Managing users, now you can assign anyone you want to access that.
7-4-17
- New feature to assign cost of repairs to equipment M# & S# and pull reports on equipment by cost, client, or unit type. You can also send large messages to clients from here.
7-3-17
- Changed the character limit from 12 to 25, on the order page for options.
6-29-17
- Ability to add an order to a call even though created separately.
- Allow tech to see club membership on call page
6-28-17
- QuickBooks Desktop Sync log added under "Company Settings" "View Log"
6-26-17
- When unlocking calendar assistants are eligible
- Added notification to clock individual out of a job before closing the job
- Added notification to close or delete a job before archiving a call
- Added notification that all time cards and data will be deleted if you delete a user
- All photos, documents, uploads are saved to client address now under clients
- Token bug fixes on documents in the order
- QuickBooks Online Sync log added under "Company Settings" "View Log"
6-19-17
- Tech name added to invoice.
- Time stamp on client invoice under signature added.
- New Equipment report by age of units and able to do email campaigns 500 emails and 500 texts included/month for free.
- Bug fixes: Logo Print Size, Discounts & Fees, Notes in calls showing up, QuickBooks - rounding & discounts & fees.
- Able to send email from job docs page.
- Too much text notification, this is in the client notes on invoice. QB only allows 999 characters.
6-9-17
- Stage 2/3 client messaging, build email and text templates that you can send from the job and to maintenance agreement clients.
6-8-17
- Color templates for "Primary job Types" in "Manage Drop Downs"
5-31-17
- Search any address from client page
- City, State, and zip added to jobs on the calendar
- Quick link to dispatching from job details on the calendar
- Current time bar added to the calendar
5-30-17
- Calendar - Unscheduled & Unassigned Bug Fix
- Duplicate Job Numbers Under Clock Bug Fix
- Export Club Members excel report
5-25-17
- Job Docs on orders are now accessible for Service, Install, and Sales Roles.
5-24-17
- Use install date for date transferred to QBD
- Sync QBD customers with TG customers to prevent duplicates
- Sync QBD both client addresses to client and order
- Recurring Job Events
- Partially receive inventory order
- Exclude deleted users and admin from location tracking
- Add commission % to orders report
5-16-17
- Inventory stock level editing modifications
- Signature appear on printout of detailed invoice
- Discounts & fees
5-12-17
- Added a discounts and fees drop down to the Order. You can set this up in Admin, Financial Settings, Discounts and Fees.
- Bug Fixes
- Added new feature to speed up the "add calls" page
- Maintenance 10pm-12am CST
5-10-17
- Added the ability to change the date on an order so when synced to QuickBooks it uses the date you entered for when the revenue hits the financials. If you do not enter a date it uses the Job Costing date.
- Added the custom "Job Documents" button directly to the orders and the ability to check a box to have it sent to the client with the invoice.
5-03-17
- Add units button to the order so tech can add model # and serial # right there.
- Added import/export/duplicate location feature to the inventory module for easy inventory setup.
4-26-17
- Time cards with geo locate to the timesheet report.
4-25-17
- Begin Update log, all previous updates were sent out randomly.
Full Feature List
All Features - Any Tablet - Any Smart Phone - Anywhere - Anytime
- Import existing clients
- Calendar
- VoIP – Call Recording
- Scheduling
- Dispatching
- Text and Email Messaging
- Load Calculations – Heat Loss Heat Gain
- Price book - Flat Rate - T&M – GM - On The Fly
- Upload photos and documents
- Estimates
- Invoicing
- Credit Card Processing
- Purchase Orders
- Install Task Sheets
- QuickBooks Integration - Online & Desktop
- Job Costing
- Inventory
- Maintenance/PM Agreement Manager
- Reports & Dashboard
- Marketing
- Custom Documents
- Timesheets
- Payroll
- Geolocation - GPS
- Client Center
- Much, Much More
- All Features - Any Tablet - Any Smart Phone - Anywhere - Anytime
Literally you can use any device with an internet browser.
- Import existing clients
You will be able to transfer equipment, agreements, notes and normal client information in to ThermoGRID so you don't lose important information.
- Calendar
From the calendar we can do many things.
- See scheduled, unscheduled or unassigned jobs - can color code.
- See a map of all employee, suppliers, and job locations.
- See status of jobs (Dispatched, In Route, Onsite, Complete, etc.)
- Add events (training, time off, lunch, etc.) - can color code.
- Click and drag dispatching.
- Contact client or employees (Text or Email) - You can use templates so you can communicate with a click of a button.
- Get turn by turn directions to jobs.
- See job information (Type, Notes, Priority, Client Information).
- See on-call schedule of each employee that anyone can see at any time.
10. See budget number of jobs number jobs can be ran based on employees working teach day vs Actual schedule jobs.
- Scheduling
When scheduling jobs there are many features that can save you time.
- Existing client information will automatically populate for you.
- A map will pop up so you can see the location of the job and see if client is in service area.
- 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.
- You will be able to see the current balance on the clients account
- See notes for client, location, previous tech at their location.
- See all of the equipment the client has.
- See all of the history of Calls, Jobs, and Orders.
- Can see if client is under a maintenance agreement, when last visit was complete, and when next one is due.
- Dispatching
Smart Dispatching will choose the best tech for you by considering many factors.
- Role
- Time Conflicts
- Skill
- Location
- Performance - ThermoGRID will choose the tech that is qualified that will bring in the most revenue based on the type of job.
- Text and Email Messaging
This feature is for every day communication and reminders with the team and clients, as well as marketing campaigns.
- Load Calculations - Heat Loss Heat Gain
This is a quick, easy, and accurate load calculation and you can complete many ways.
- Whole house
- Each level
- Room by room
- Price book - Flat Rate/T&M
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.
- Upload photos and documents
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.
- Estimates
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.
- Invoicing
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.
- Purchase Orders
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.
- Install Task Sheets
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.
- QuickBooks Online & Desktop
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.
- Job Costing
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.
- Inventory
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.
- Maintenance/PM Agreement Manager
One of the hardest things to manage in a business just got easy.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.
- Reports & Dashboard
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:
- Budget vs actual
- Number of appointments or revenue needed to achieve your budget
- Closing ratio for each rep
- Average ticket for each person
- Employee Goals vs actual
- Any KPI you want to track
- Marketing
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.
- Custom Documents
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.
- Timesheets
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.
- Payroll
Commissions, Bonuses, hourly pay, and task pay labor is automatically calculated and pulled into the payroll report.
- Geolocation
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.
- Client Center
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.
- All Drop downs in ThermoGRID are 100% customizable.
Login
You have receive an address for you ThermoGRID account... The address will be your campany name.thermogrid.com
Type this into the address bar at the top of your browser, we recommend using google chrome as yor browser.
Home Page
- How to videos
- Terms of use
- Support
My Account Page (click your name in the top right of the screen)
- Password
- Phone
Reports Page
- Sales/Commissions
- Timesheets
Calendar Page
- Add Event
- Sync to other calendar
- On call
- Jobs
Clock Page
- Daily Timekeeping
- Job
Calls/Jobs/Orders
- Filter
- Info (see) (put in)
- Order (Load Calc., Site Photos, Units, Equipment Tasks, Client Agreement, Submit (debrief))
Details & Instructions:
Home Page
- How to videos: (When you need help remembering your training please use the link on your home page called “Watch How to videos” http://www.thermogrid.org/watch--how-to--videos.html
- Terms of use: http://www.thermogrid.org/terms-of-use.html
- Support: mailto:Support@thermogrid.com
My Account Page – Update:
- Password
- Phone
Reports Page
- Sales/Commissions/Performance
- Timesheets: “Daily Timekeeping” is when you clock in at the beginning of the day out for lunch back in and out at the end of the day. “Daily Timekeeping” is used for pay roll purposes. To do this you can select a date range by clicking “Custom Dates”. If you want to see in timecard format click “View Timecard” and scroll to the bottom. If you want to see the time you spent on a job click the circle in front of job and enter the job number.
Calendar Page
- Add Event: Click “Add Event” Put in a title and a description for the event.
Choose visibility:
Public = Everyone with access the to full calendar can see the event and description.
Show As Busy = Everyone with access the to full calendar can see the event but it will just say or show as busy.
Private = only you can see the event on the calendar it will show as an empty time slot for everyone else.
Add Invites: just click anyone you want to add this event on their calendar.
If you click lasts all day it will block you for every minute of that day you select. Otherwise you can select the date and time window for the event.
Add another date allows you to choose another random day and time for the event.
Repeat: choose frequency... if you want Monday through Friday than choose custom, weekly, then click each day that you want. If you want everyday of a month except weekends you can select repeat custom and monthly and select the days you want.
Add Alerts: select an alert and then click add. You can as many alerts as you like but you must click add after each one.
Then click Create Event
- Sync to other calendar: You can sync all you jobs and events on your ThermoGRID Calendar to another calendar. Click “Calendar” and on the bottom left of the calendar you can click “Show Feeds” copy the link for “Your private feed” and paste in your other calendar as a subscription.
- On Call Calendar: Click Calendar and then click “Show On Call” and you can click month, week, or day view to see who is on call and when.
Clock Button
- Daily Timekeeping: “Daily Timekeeping” is when you clock in at the beginning of the day out for lunch back in after lunch and out at the end of the day. To do this click the clock icon at the top right of the screen and click “Clock In”. The clock will turn red when you are clocked in.
- Job: To clock into a job Click the clock icon at the top right of the screen and click “Clock In” next to the job number. To know what job number to clock into:
- Click “My Calls” and locate the call assigned to you at this time. Once you have located the call you can click on the “1” next to “Num Jobs:” and it will show you the job number. If the number is higher than “1” you will need to use a different method.
- Another way to find the job number would be to click “Calendar” and click on the job, this will bring up the “Job Details” and the “Job Number” is at the top.
- Another way to find the “Job Number” is to click “My Calls” and Locate the call and click on the “Call #”, from here you can scroll down till you see the jobs on this call and locate the job number assigned to you.
- Job number break down= year, month, day, hour, min, sec, millisecond
Calls Page
- See all calls you have been assigned to
Orders Page
- See all orders you have created
Calls/Jobs/Orders
Click “My Calls”
- Filter(The filter is used to filter the types of calls you see. This means if you do not want to see calls you have ran previously that are closed, then you can click filter and click on a status and this will put an “x” next to it and will not show up on your calls page. Keep in mind the system will save your settings and it will be like this every time you log in, so if you want to see old jobs click the filter button again and put a check mark by the status you want to see.
- Opening the Call/Job (Click “My Calls” and click on the “call number” or from the calendar you can click on the job, then click the “Job #”, then “View Call” (Both of these options takes you to the same place.)
Here you are able to review info of the client:
- The map for location of the job and also click “Open in Google Maps” under the calendar for directions.
- Click “Units” and see existing: models, warrantee info, install dates, memberships, and equipment notes. You are also able to add in units if they are not listed. Click “+Add Unit” Select the type of unit, if it is not listed your administrator can add it to the list. Enter M#, S# Warranty info and the installation date. The installation date needs to be to the nearest year if you don’t know the exact date. When adding a second “Unit” the installation date will prepopulate but you still need to click it to confirm or it will not let you add the unit.
- Click “History” and you can click call numbers to see previous work completed and recommendations.
Creating an Order While you are in the call from the previous step “Opening the Call/Job”You can add an order to the call, this is how you price a client out for work (Repairs/Equipment/Etc.).
- Scroll to the bottom of the “Call” and click “+Add Order”
- Here you can do (Load Calc., Site Photos, Units, Equipment Tasks, Client Agreement, Submit (debrief))
Engineering Analysis/Load Calculations - whole house one calc. https://youtu.be/yih56W0Zj84or a room-by-room calc. https://youtu.be/kC8jwu5zxto
Site Photos – Click Upload Photo and you can take a picture or pull one from your library. Once it is uploaded you are able to Write in a caption of what the picture is and explain it. If you want the client to receive your caption and picture you can click the box in front of “Show to Customer” and it will attach the picture and the caption to the clients invoice.
Units- If you haven’t already you can add in M# and S# of all units in the home. Click “+Add Unit” Select the type of unit, if it is not listed your administrator can add it to the list. Enter M#, S# Warranty info and the installation date. The installation date needs to be to the nearest year if you don’t know the exact date. When adding a second “Unit” the installation date will prepopulate but you still need to click it to confirm or it will not let you add the unit.
Price out or Invoice Client – Click “Tasks & Equipment Estimates”
- Click “Add Item” Choose a category and then an item, once you select an item click “Add” or “Add Item to Order” you can select as many items as you want before closing. When you are ready to close click “close”.
- Change Quantity or Tax per Item: Click on the item and click “Edit”
- Choose Payment Method: if the client is paying in full, leave the “Retail Option” as “Full” and select a payment method. If your payment method is not available contact your administrator. If the client is not paying in full and they need a balance due on their invoice click “None” if you are not collecting anything you can leave “collected” at zero.
- Notes: “Notes for Client” will be attached to their invoice and “Notes for Installer” will not but will transfer to the “Install Tasks Sheet”
- Choose Option: There are multiple options that will pre populate so you can give client more than one option, when you want to show the client the option click “Select Option” and then click “View Outputs”
- Sign for Work: “Client Agreement” Scroll to the bottom and the client will be able to sign with their finger. Then click “Save Signature” and now you can email or print this by clicking “Email” or “Print” at the top.
- Finish: Click “Submit” There maybe boxes to click on the right of the screen, if there is read “Which boxes do I check” for assistance. Then Click that you verify info and then “Submit Order”.
