ThermoGRID

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.

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.

Not well rounded

Pros

Being able to run the business from anywhere is fantastic. Scheduling, dispatching, calendar, texting jobs to techs, and notifying customers of our arrival. It works really great on the front end and for the techs in the field.

Cons

TG doesn't integrate with desktop as promised! It was such a nightmare we had to switch to QBO. TG lacks true progress billing for contractors. It also can't categorize a customer deposit properly without a lot of manual work on the QBO side or a workaround. Reporting to match QBO is terrible. I haven't found a single report in TG that matches any financial report in QBO. It needs much more development on the backend. Customer service is very slow to respond, and when they do, their answers are unhelpful, leaving you understanding the software better than they do.

Exceptional Field Management Software

Pros

The software is exceptional and was always our first choice when we narrowed it down to the top three we liked. Our representative from ThermoGrid is one of the best I've come across at understanding our company's needs and how it would work using their system. We're excited to partner with them and ThermoGrid as I believe they will help us streamline our future expansion plans. I can't say enough about them and the ThermoGrid team. They have all provided exceptional service and onboarding.

Cons

I haven't found anything we dislike yet.

TG Review

Pros

The scheduling and tracking capabilities of the software are impressive, allowing for efficient management of tasks and timelines. Also, the system excels in generating gross margin reports, providing detailed insights into financial performance and profitability.

Cons

Complexity. Technicians struggle to use it on mobile devices.

Take your company to the next level w/Thermogrid

Pros

Customers and calls cannot be deleted, but it's easy to use and find the needed information.

Cons

The system calendar always reverts to the current day. You can't set the month as your default. Also, during a live call or job, you can't return to the main customer information page without using the clients tab.

Loving it so far

Pros

I'm new to ThermoGrid and still in the training phase. Whenever I have a question, the team is quick to respond and jump on a call to help me with my doubts. The team has been especially helpful with the implementation process. They have been very helpful too. I love the features so far. Even though I haven't started using all the features, I love that almost everything I need for my business is available and will help my work become much more efficient.

Cons

Nothing so far, except maybe the learning curve is a bit steep due to the many features. But that's a good problem, meaning I can move all my business needs to Thermogrid. Finally, one platform for everything instead of multiple different softwares.

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.

Thermogrid Review

Pros

Payment integration allows the client, the tech, and the admin to complete payment transactions from the invoice. The development team is open to suggestions on improving the system.

Cons

Job documents aren't integrated for electronic signatures and don't auto-save, so info can be easily lost if not saved properly before changing screens. We now have to use a secondary app for safety documents and inspections so they can be signed by technicians for accountability and to meet SECOR standards. Clients can only pay using VISA or Mastercard through the payment link. TG only tracks GPS for clock-in and out; we would like to track "downtime" between calls for technician accountability. Calling the support line used to automatically connect me with a support tech, now I have to submit a ticket and wait to hear back.

Needs improvement

Pros

The product is really simple to learn to use.

Cons

The software has too many bugs. For example, I have issues when I hit in route on the calendar page to notify the customer I'm on the way, but the circle just keeps spinning, and nothing happens. Also, I've noticed that Thermogrid doesn't offer uploading videos for customers.