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Customer Management
Have What You Need, When You Need It
The Importance of Job Costing
Using VOIP, ThermoGrid recognizes customer numbers and automatically pull up all the data the telephone sales reps (TSRs) or dispatchers need to quickly help customers. These details are also accessible by technicians who can retrieve customer data instantly to verify conversations, needs, maintenance schedules and much more.
The informa
Using VOIP, ThermoGrid recognizes customer numbers and automatically pull up all the data the telephone sales reps (TSRs) or dispatchers need to quickly help customers. These details are also accessible by technicians who can retrieve customer data instantly to verify conversations, needs, maintenance schedules and much more.
The information stored in ThermoGrid includes detailed equipment history, notes, pictures, upcoming maintenance dates, recorded telephone conversations and any receivables still owed to your company.
Using this data, you can stay engaged with customers using templated emails and messages to customers to request information and reviews, or notify customers of changes, issues or delays. Or use our email marketing tool to offer specials, discounts, or advise of maintenance renewal dates.
The Importance of Job Costing
Have What You Need, When You Need It
The Importance of Job Costing
Understanding exactly how much a job actually costs vs. your estimates is important to setting expectations with customers, hitting your goals, and ultimately, increasing profitability. But to achieve an accurate cost, there are a lot of factors that come into play. ThermoGrid excels at job costing because it integrates each department; s
Understanding exactly how much a job actually costs vs. your estimates is important to setting expectations with customers, hitting your goals, and ultimately, increasing profitability. But to achieve an accurate cost, there are a lot of factors that come into play. ThermoGrid excels at job costing because it integrates each department; seamlessly pulling data together to give you a true and accurate calculation.
Filling in all the costs including hours clocked vs. estimates, commissions against the job, equipment, materials, labor, financing fee, permitting costs, subcontractor fees, taxes and more, job costing details are transferred to QuickBooks and available in a variety of real-time reports.
Have What You Need, When You Need It
Have What You Need, When You Need It
Have What You Need, When You Need It
With on-truck inventory management, your tech always knows if the part they need is available on-site. By placing their own invoices, each pick for the truck places the used item on a restock list for replenishment, always keep an accurate inventory count.
With large items like an HVAC system for a multi-story building, once an estimate i
With on-truck inventory management, your tech always knows if the part they need is available on-site. By placing their own invoices, each pick for the truck places the used item on a restock list for replenishment, always keep an accurate inventory count.
With large items like an HVAC system for a multi-story building, once an estimate is approved, placing an order is easy. All the data entered in the client agreement, can be divided as necessary by supplier, and seamlessly transmitted to them via email complete with model numbers, order numbers, and price quoted. Once delivered to the warehouse on job site, the install task sheet provides all the details on inventory, parts, and even estimated labor costs to complete the project and once final, the task turns into the work order for final signatures.
Feature Comparison
We have compiled this list to showcase our capabilities along with similar offerings of our competition.
We pride ourselves on being a complete and affordable solution for Small to Medium size businesses.