Last Updated
Overview
Overall Rating
Based on 25 users reviews
4
Rating Distribution
Positive
80%
Neutral
12%
Negative
8%
Starting Price
Custom
ThermoGrid Specifications
- Project Planning and Scheduling
- Budget Management
- Resource Allocation
- Document Management
ThermoGrid CRM is an all-in-one software platform designed specifically for HVAC, plumbing, electrical, pest control, and other field service companies. Built by contractors for contractors, ThermoGrid goes beyond scheduling and dispatching—it delivers complete visibility into operations, costs, and profitability.
With ThermoGrid, businesses can:
Streamline daily operations with integrated scheduling, dispatch, invoicing, estimating, and customer management.
Automate financials through QuickBooks integration, price books, margin tracking, and deferred revenue management.
Track performance in real time with dashboards that capture KPIs, targets, and profitability metrics across departments.
Enhance customer experience through built-in communications, review management, and financing integrations.
What makes ThermoGrid unique is its partnership with RISE Coaching & Consulting. Together, ThermoGrid and RISE offer a results-oriented blend of consulting and software—not only managing day-to-day operations but also training and guiding companies to hit growth and profitability goals. Business owners gain visibility into the numbers that matter, while their teams get structured tools and coaching to improve sales, service, and efficiency.
Bottom line: ThermoGrid isn’t just software—it’s a growth system that gives contractors the data, accountability, and support they need to maximize revenue, reduce inefficiencies, and scale profitably.
ThermoGrid Features
Scheduling & Dispatching, Training & Consulting (RISE Coaching)
Scheduling & Dispatching Easily assign jobs, optimize routes, and manage technician schedules in real time to reduce downtime and maximize billable hours. Training & Consulting (RISE Coaching) Gain access to proven training programs and consulting that align with your ThermoGrid data to improve sales, service, and operations.
Job Costing & Work Order Management
Create, track, and manage work orders from start to finish with full visibility for office staff and technicians.
Estimating & Proposals
Build professional, accurate estimates and proposals using customizable templates and integrated product/price books.
Invoicing & Payments
Generate invoices instantly in the field or office, accept credit cards, ACH, or financing, and sync automatically with QuickBooks.
Price Book & Margin Control
Standardize pricing for labor, parts, and services while tracking costs and margins to protect profitability on every job
Reporting, QuickBooks, Dashboards, and Permissions
KPIs & Reporting Monitor key performance indicators with real-time dashboards that track sales, service efficiency, revenue, and growth targets. Integration with QuickBooks Sync invoices, payments, COGS, and accounts seamlessly with QuickBooks (QBD & QBO)for accurate and simplified accounting. Role-Based Dashboards & User Permissions Assign user roles, set permissions, and give each team member the tools and visibility they need to succeed.
Maintenance Agreements
Automate recurring service contracts with deferred revenue recognition, renewal tracking, and built-in reminders.
Customer Relationship Management (CRM)
Centralize customer history, communications, and preferences to deliver better service and improve retention.
Mobile Technician App
Enable technicians to access schedules, job details, estimates, and invoices in the field—streamlined for iOS and Android.
Inventory, Equipment, Payments, Reviews
Inventory & Equipment Tracking Track materials, equipment, and parts usage to prevent over-ordering, improve accountability, and reduce trips to suppliers. Financing & Payment Options Offer financing solutions and flexible payment methods directly within the platform to close more sales. Review & Reputation Management Automate review requests and manage customer feedback to improve online reputation and win more referrals.
ThermoGrid Reviews
Total 25 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars48%
4
Stars32%
3
Stars4%
2
Stars8%
1
Stars8%
Share your experience
Machinery, 1-10 employees
More than a year
“Customer team is amazing and always very helpful”
Pros
The ease of dispatch and scheduling and the improvements made in customer loading when looking them up.
Cons
Techs complain that it takes too long to upload photos in the field. Also, we can't search by keywords like blower motor to find all customers who had blower motors installed.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Construction, 1-10 employees
Less than 6 months
“Still in the trail phase”
Pros
I love the initial features of the program. The staff has been wonderful so far. Support has been better than average. We'll update the review once we've been using this platform in the field for 2-3 months.
Cons
There's a slight discrepancy between sales (what you receive) and implementation (what it does). This is understandable and hasn't changed my decision to keep using TG.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Construction, 11-50 employees
Less than a year
“Review”
Pros
Dispatching calendar, job history, and email invoices quickly. The team was very helpful in explaining the new workflow management for each user and how we can start customizing our roles within the company.
Cons
The syncing with QB online is quite bad. I'm not sure if it's QB or Thermogrid, but our apostrophes don't transfer correctly, and QB creates numbers behind every customer, making every customer a parent with their address as a sub-customer. It seems like too much of the same data and doesn't sync cleanly. Also, I don't like that a company name shows "No Client" because there is no first or last name in the account lines. It then syncs to QB without including the Company Name, which seems weird.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
What is ThermoGrid?
ThermoGrid is an all-in-one field service management software built specifically for HVAC, plumbing, electrical, and other home service companies. It combines scheduling, dispatching, invoicing, flat-rate pricing, inventory, and CRM into one seamless platform.
What mobile features are available for technicians?
Technicians can use ThermoGrid’s mobile app & web app to access job details, upload photos, collect signatures, generate invoices, offer financing, and process payments right from the field — even without cell service.
Can ThermoGrid help increase profitability?
Absolutely. ThermoGrid tracks every cost and KPI — from labor and materials to conversion rates and technician efficiency — giving owners insight to improve margins and make data-driven decisions that boost profitability.
Does ThermoGrid integrate with QuickBooks?
Yes. ThermoGrid integrates seamlessly with QuickBooks, ensuring accurate financial reporting, class tracking, and automatic syncing of invoices, payments, and deferred revenue for maintenance agreements.
Does ThermoGrid offer flat-rate pricing?
Yes. ThermoGrid includes a Flat-Rate Pricing Wizard that automates accurate job pricing based on real costs, ensuring consistency, transparency, and profitability across all service calls.
What makes ThermoGrid different from other FSM software?
ThermoGrid stands out by offering built-in business coaching through RISE Consulting, advanced KPI tracking, flat-rate pricing automation, and role-specific dashboards that help teams hit growth and profit targets — not just manage day-to-day operations.
What kind of support and training is included?
ThermoGrid includes guided onboarding, live training, and ongoing support from U.S.-based experts. RISE Coaching also offers advanced business and leadership training to help owners scale sustainably.
How much does ThermoGrid cost?
ThermoGrid pricing is based on the number of users and features required. Fees range from $99/month - $10,000/month. Contact the ThermoGrid team for a personalized demo and quote tailored to your company’s goals.
Who is ThermoGrid designed for?
ThermoGrid is designed for residential and commercial service contractors — including HVAC, plumbing, electrical, pest control, and other field service type companies — who want to improve operational efficiency, visibility, and profitability.
Is ThermoGrid customizable for my business?
Yes. ThermoGrid is fully customizable — from forms, workflows, and reports to service categories and pricing structures — to fit your company’s exact needs.