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 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.
Create, track, and manage work orders from start to finish with full visibility for office staff and technicians.
Build professional, accurate estimates and proposals using customizable templates and integrated product/price books.
Generate invoices instantly in the field or office, accept credit cards, ACH, or financing, and sync automatically with QuickBooks.
Standardize pricing for labor, parts, and services while tracking costs and margins to protect profitability on every job
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.
Automate recurring service contracts with deferred revenue recognition, renewal tracking, and built-in reminders.
Centralize customer history, communications, and preferences to deliver better service and improve retention.
Enable technicians to access schedules, job details, estimates, and invoices in the field—streamlined for iOS and Android.
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.
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