This system is designed to dispatch easily. the system will take into account current location of the technician their skill set (meaning type of calls they can perform boiler, tune-ups, repairs, ect) and their performance in each category (maintenance agreement conversion, average ticket, closing ration, and replacement conversion rate. You can set the criteria up anyway you would like to make sure the right individual is sent on the call saving you and your clients more time and money.
Sometimes you just need to enter in a form that is 100% custom for you and your business, city, or for any reason. This allows you to copy and paste a current document in and add check boxes, text boxes, logo, and almost anything you could think of. This can work for any department in your business and saves right to the job. This is definitely one feature needed to go paperless 100%.
Everything that was discussed and sold to the homeowner automatically transfers to an install task sheet so nothing is missed. This will also calculate the time it should take to install the system and how much they are being paid.
After designing a system ThermoGRID will automatically create and invoice that can be signed and emailed or printed. ThermoGRID gives options for bulk pricing or detailed which ever you prefer to send client.
ThermoGRID will create as many purchase orders needed to complete the job based on where you buy your materials. It will order by model number and order number with your pricing to prevent ordering errors.
Sales Reps and Management can check a Daily management report that provides: closing ratios, average ticket, budgeting and goals, total sales, marketing, recommendations.... you name it. The dates can be weekly monthly yearly or custom to determine if there is any improvement. Management done easy.
ThermoGRID was built for everyone... made easy, then rebuilt to be even easier.
Any discount will cause commission to go down automatically based on how you want it set up. This program will also help you price out jobs properly and see where you ended up for accurate job costing. This way you can ensure all percentages stay in the proper range for profitability.
Most companies do not do a load calculation because they do not know how or because it takes too long. ThermoGRID is quick, easy, and accurate... never put the wrong size of system in again. Deliver more value to your clients by putting in the exact size the home requires.
*Spend 10 minutes learning and 5 minutes using and you will love how easy it is to learn and use. #Very Easy
This program will protect your company gross margins in many ways. Couple examples:
1. This program does an auto tag process, this means when you select a piece of equipment such as a furnace or air conditioner it will auto pull the proper size line set, matching coil, thermostat, and anything you would like. this makes it so you do not need to look it up and most importantly you do not forget to price it out.
2. If a discount is given on the job it will reduce the commission.
Take pictures right onsite and they will upload to clients account so purchasing management or installers can see the job before they arrive.
Know where you are at as a a business each and every day. This will give you all the information needed to make the right business choices. It is like having a personal coach guide you through you daily activities. From telling you how many calls you need per day to make up the budget to knowing the performance of each person in the company. As you can see each person can set goals based on their skill set and it will show "Red" meaning below minimum expectation, "Yellow" above minimum expectation and below goal, or "Green" for above goal. This report is 100% customizable so you can create any goal or measure any KPI that you would like.
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