ECI Software Solutions
TG Contractor HVAC

All-in-One Contractor Software

Powerful business management solutions
for HVAC, plumbing, and electrical contractors.

Increase efficiency and local market dominance

ThermoGrid is the world’s most accurate, efficient, and profitable field service software solution for small to medium-sized residential and commercial contractors. This cloud-based service management platform enables independent businesses like yours to engage customers, orchestrate service, and empower technicians, performing all of the specific functions vital to competing in today’s marketplace.

Features

Features6

RISE Coaching Program4

  • Customer Management

  • Smart Dispatching

  • Accounting & Invoicing

  • Inventory, Ordering & Fulfillment

  • Job Costing

  • Reporting

  • Sales Program

  • Recruiting

  • Call Center

  • Service Program

ThermoGrid Features

Features6

  • Customer Management

  • Smart Dispatching

  • Accounting & Invoicing

  • Inventory, Ordering & Fulfillment

  • Job Costing

  • Reporting

RISE Coaching Program4

  • Sales Program

  • Recruiting

  • Call Center

  • Service Program

Keep Customers Happy

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.

Easy Scheduling and Dispatching

Based on a variety of factors including availability, skill level, and distance, dispatchers are prompted to choose the tech who has the best performance and would generate the most revenue on any specific type of job. Assistants can be added and removed easily and additional, known follow-up appointments can be scheduled as a single job instead of having to create two individual service dates. Notifications and reminders to both the tech and the customer via email and/or text message can be customized, and automated based on their preferences.

Keep track of time and techs with clock in/clock out features with geolocation tracking. Techs clock in an out of each assigned job with labor time automatically being transferred to accounting and job costing. This makes it easy to see the estimated vs actual time spent on a job and make adjustments as needed.


Eliminate Costly Errors and Get Paid Faster

With ThermoGrid cloud-based solution, techs and helpers in the field, can create their own invoices for parts and equipment. Looking up prices in the service prices book is easy, discounts are quickly applied, approval received, signatures captured, and if completed, payment collected right in the field via credit card or ACH. Notes and pictures can also be attached to the invoice for records. and parts used can immediately be placed on a restock sheet so you never have to worry about coming up empty handed to a job.

For larger products, ThermoGrid offers "good, better, best" and "repair or place" scenarios so that customers can compare pricing, features, and other details to make informed purchases. Load calculations can be input for an entire home, floor by floor, or room by room. Once equipment is chosen, an autotag feature automatically grabs all items, parts, or extras needed to complete the job and adds them to the work order for electronic approval.

An integration with QuickBooks® accounting software ties your orders, inventory, and financials together directly in ThermoGrid so there’s no switching between programs! Syncing throughout the day, you can access real-time data on inventory levels of stocked items, revenue, and taxes.

Always 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 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.

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; 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.

Make Informed Decisions

A variety of reports drill down into orders, payroll, memberships, inventory, daily management, daily activity, equipment age, payments, and more. Full summaries into profits margins by tech and rep allow you to see individual details and payroll reports are key to daily timekeeping and task-based pay. Keep track of pay due jobs and those that need extended warranties.

A high overview daily management report against goals and budget gives you a daily view of revenue, run rate, etc. and by sales reps and techs. Create customized KPI's call back ratios, revenues from lead, maintenance agreements, and repair.

Get the Best out of Your Sales Team

The Sales Program was designed to allow sales representatives of all personalities to be able to sell at very high ratios. On average, sales representatives that are closing at 40% will increase their closing to 65%. There have been many sales reps that have been able to close at 75% and higher consistently using this process.

The two biggest factors of those individuals that were able to close over 75% were memorizing the script "verbatim" and keeping a positive attitude. The best part of success... Is that it is a choice, you will choose to either be successful by putting in the hard work or choose to fail by trying to find short cuts.

The course is made up of a series of on-demand webinars, downloadable reference materials, scripts, quizzes, and more.

Hiring Best Practices

It’s hard to find good help today and recruiting can be a long drawn out process. Cut down on time and find top performers with our helpful hints.

We also discuss where to recruit and what questions can and should be asked during an interview.

The course is made up of a series of on-demand webinars, downloadable reference materials, scripts, quizzes, and more.

Smart Dispatching for More Successful Calls

The Call Center program features 5 steps to sales success with advanced questioning insights and how to overcome objections. We'll review how to book calls at high conversion ratios, how to keep the schedule full, dispatching the right tech on the right call, and managing maintenance agreements.

The course is made up of a series of on-demand webinars, downloadable reference materials, scripts, quizzes, and more.

This Service program is designed to give your technicians the skills and confidence they need to be the top in the HVAC industry. Technicians who take this course can expect to perform at very high numbers, with average improvements of 50-75%.

The main KPIs we will address are selling maintenance agreements, increasing the average ticket, and converting service into replacement opportunities.

The course is made up of a series of on-demand webinars, downloadable reference materials, scripts, quizzes, and more.

ThermoGrid improves your entire operation

Owners and General Managers

Proper project costing leads to better profitability, project estimating, management decisions, and timely financial reporting. ThermoGrid contains built-in reporting tools that unite your staff through centralized information available in a single platform. Because every part of your business is linked together, you can gain insight and real-time visibility that will enable you to make informed decisions about your future quickly.

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.

Everything you need is included with ThermoGrid and since it’s cloud-based, you don’t need expensive servers or extra IT people to run the system while keeping your company and your customers' data secure.

Bookkeepers

How long does it take you to create and send monthly invoices? Speed up your month-end process and get paid faster! ThermoGrid allows you to:

  • Enable techs to create and accept payment for parts from the job site with details integrated directly into ThermoGrid, saving you time and money each month
  • Easily track customer payments and allocate to the right account
  • Download tech timesheets from times clocked in and out of a project
  • View data in real-time so you always have accurate information on accounts receivable status
  • Save money on printing, paper, and postage costs

Stop wasting time stuffing envelopes and focus on growing the business!

Office Managers

Depending on how many crews you've got out in the field, running the day to day and keeping everyone on the same page requires a lot of communication between customers, subcontractors and crew. As the office manager, you need to ensure that projects are coming in on time and at or under budget. Using ThermoGrid:

  • One unified system consolidates and integrate all business information, availing data and reports to personnel and customers where and when you need it
  • You gain visibility into each aspect of service and retention with insight into service contracts, payments, cancelations and recurring vs. new customers
  • You can see who is performing and not performing and dive into routes, callbacks, not-serviced orders and average performance
  • Drill down into orders, payroll, memberships, inventory, activities, equipment age, payments, sending reminders or marketing emails targeting customers and prospects

Daily management reports offer views against goals and budget to give you a daily view of revenue, run rate, etc. by sales reps or service provided.

Dispatchers

Ensure that you have the right tech for the job and the right parts in the trucks with ThermoGrid. Disorganized crews, trucks, and systems can mean lost inventory, receipts, time, and money! Using ThermoGrid, dispatchers have insight into:

  • Availability of techs and their skill levels and proximity to the service location
  • Inventory on truck and items currently on the restock list
  • Underperforming techs based on estimated vs. actual time spent

Choose the right tech to generate the most revenue on any specific type of job.

Owners and General Managers

INCREASE BUSINESS PRODUCTIVITY

Owners and General Managers

Proper project costing leads to better profitability, project estimating, management decisions, and timely financial reporting. ThermoGrid contains built-in reporting tools that unite your staff through centralized information available in a single platform. Because every part of your business is linked together, you can gain insight and real-time visibility that will enable you to make informed decisions about your future quickly.

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.

Everything you need is included with ThermoGrid and since it’s cloud-based, you don’t need expensive servers or extra IT people to run the system while keeping your company and your customers' data secure.

Bookkeepers

ACCESS ACCURATE DATA

Bookkeepers

How long does it take you to create and send monthly invoices? Speed up your month-end process and get paid faster! ThermoGrid allows you to:

  • Enable techs to create and accept payment for parts from the job site with details integrated directly into ThermoGrid, saving you time and money each month
  • Easily track customer payments and allocate to the right account
  • Download tech timesheets from times clocked in and out of a project
  • View data in real-time so you always have accurate information on accounts receivable status
  • Save money on printing, paper, and postage costs

Stop wasting time stuffing envelopes and focus on growing the business!

Office Managers

STREAMLINE OPERATIONS

Office Managers

Depending on how many crews you've got out in the field, running the day to day and keeping everyone on the same page requires a lot of communication between customers, subcontractors and crew. As the office manager, you need to ensure that projects are coming in on time and at or under budget. Using ThermoGrid:

  • One unified system consolidates and integrate all business information, availing data and reports to personnel and customers where and when you need it
  • You gain visibility into each aspect of service and retention with insight into service contracts, payments, cancelations and recurring vs. new customers
  • You can see who is performing and not performing and dive into routes, callbacks, not-serviced orders and average performance
  • Drill down into orders, payroll, memberships, inventory, activities, equipment age, payments, sending reminders or marketing emails targeting customers and prospects

Daily management reports offer views against goals and budget to give you a daily view of revenue, run rate, etc. by sales reps or service provided.

Dispatchers

RIGHT TECH, RIGHT CALL

Dispatchers

Ensure that you have the right tech for the job and the right parts in the trucks with ThermoGrid. Disorganized crews, trucks, and systems can mean lost inventory, receipts, time, and money! Using ThermoGrid, dispatchers have insight into:

  • Availability of techs and their skill levels and proximity to the service location
  • Inventory on truck and items currently on the restock list
  • Underperforming techs based on estimated vs. actual time spent

Choose the right tech to generate the most revenue on any specific type of job.

Designed specifically for residential and commercial contractors, ThermoGrid software is ideal service businesses including:

  • HVAC
  • Electrical
  • Plumbing
  • Cleaning
  • Lawn Care

What people are saying about ThermoGrid

Since using ThermoGRID we have been able to manage all aspects of our company with ease and achieve aggressive growth goals.


Awesome software and awesome customer service!


Great software! We love it, it has changed our business entirely!!


Get a Demo

Find out how to grow your business with ThermoGrid.

Get a personal demo today!

Talk with a service management expert.

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