ThermoGrid Reviews

Pros

As a customer care representative manager, it is easy to monitor our calls and be sure that we are as efficient as possible with the leads coming in.

Cons

No complaints! Any issues we had were handled promptly

Pros

I am new to Thermogrid and still in the training phase. Whenever I have a question, the team is quick to respond to jump on a call to help me with my doubts. [sensitive content hidden]
has been especially helpful with the implementation process. [sensitive content hidden]
has been very helpful too. I love the features so far. Even though I haven't started using all the features, but I love that almost everything I need for my business is available as a feature and will help my work get so much more efficient.

Cons

Nothing so far except maybe the fact that the learning curve is a bit high due to multiple features. But that is a good problem to have, it means I can move all my business needs to Thermogrid. Finally one platform for all my needs instead of having to use multiple different softwares.

Alternatives Considered

Commusoft, Workiz and Service Fusion

Reasons for Choosing ThermoGrid

Wix barely had any features. I was still using Google Sheet and Excels to manage my daily work which was highly inefficient.

Switched From

Wix

Reasons for Switching to ThermoGrid

Thermogrid has 90% of the features that I wanted compared to so many others that I evaluated, which barely had 50%.

Pros

The ability to be anywhere and run the business. Scheduling, Dispatching, Calendar, Texting jobs to Techs and when we are arriving to customers. It works really great on the front end and for the techs in the field.

Cons

TG does not integrates with desktop as claimed! It was such a nightmare we had to convert to QBO. TG doesn't offer true progress billing for contractors/subcontractors. It also does have the ability to correctly categorize a customer deposit without a lot of manual work on the QBO side or a workaround. Reporting to tie out to QBO is terrible. I have not found a single report in TG that ties out to any financial report in QBO. It needs a lot more work invested in the development of the backend/reporting end. Customer service takes too long to get back to you. When they do finally get back to you their answers are unhelpful and you end up understanding the software better than they do.

Pros

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

Cons

Job documents are not integrated to be electronically signed and do not auto save, so the info can be easily lost if it is not saved properly prior to changing screens. We are now having to use a secondary app to complete safety documents and inspections so that 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.

Pros

It works great when you have service it is easy to use and learn even if your not a computer tech person

Cons

Drop boxes disappear and are under laying
When you go back in calendar two weeks it doesn’t stay there after you exit out of a call

Pros

ThermoGRID is perfect for our short-term needs. We love the fact that staff finds it simple to use. However, paying attention to the fine details when data is put into our software library is an ongoing struggle. It is definitely a time-saver for us because it has the capability of carrying out complex tasks and has enabled us to be completely paperless.

Cons

We are still adjusting to the set-up, none at this time.

Alternatives Considered

Jobber and Service Fusion

Reasons for Switching to ThermoGrid

From the very beginning we received (and still are receiving) excellent customer service. Their support team has been very helpful for our company as we have had to make many shifts, sometimes every month to adapt to the needs of our customers and the direction of the pandemic.

Pros

ease of dispatch and scheduling and the improvements made in customers loading when looking the up

Cons

Techs complain that it takes too long to upload pictures in the fieldThe fact that we are not able to search by key words ie blower motor to find all customers that have had blower motor installed etc

Pros

Dispatching calendar Joe history and email invoices quickly [sensitive content hidden] was very helpful in explaining the new workflow management for each user and how we can start customizing our roles within in the company.

Cons

The Syncing to QB online is quite bad - I don't know if it's QB or Thermogrid but our apostrophe's don't get transferred right and QB creates numbers behind every customer and every customer is a parent and their address is a sub customer - it just seems like too much of the same data. It doesn't sync very clean. Also I don't like that a Company name shows "No Client" because there is no first or last name in the account lines. Seems weird to be and then it syncs to QB and doesn't include the Company Name

Alternatives Considered

Housecall Pro

Reasons for Switching to ThermoGrid

I liked the colored job scheduling

Pros

The software is exceptional and was always our first choice when we narrowed it down to the TOP 3 we liked. [sensitive content hidden]
our representative from ThermoGrid is one of the BEST I have come across at understanding our company's needs and how it would work using their system. We are excited to partner with [sensitive content hidden]
and ThermoGrid as I believe they will help us streamline our future expansion plans. I can't say enough about [sensitive content hidden]
and the ThermoGrid Team. They have all provided exceptional service and onboarding.

Cons

I haven't found anything yet that we do not like.

Pros

We really liked the software when we demoed it. We liked that it had job costing. We liked you could enter model and serial number of units.

Cons

Well there is not a lot of customer support. BEWARE if you have Quick Books Desktop. It is NOT compatible. The company new this and will not let us out of our one year contract. We do not even use this and we pay almost 700 a month. There are no invoice numbers if you are going to bill from the office. This is a residential or in the office software.

Pros

I believe it is good for dispatching but other functions are more difficult to use.

Cons

Not able to create good reports easily or not at all. Customer email is not attached to customer information when creating reports.

Pros

The customer service we have received from Thermogrid has been very helpful. [SENSITIVE CONTENT HIDDEN] is very patient, knowledgeable, and very great to work with. Great company!

Cons

Thermogrid does require a lot of time to fully learn the tools and is not easy to self-teach.

Pros

TG offers a lot of benefits that creates streamlined consistency in dispatching and invoicing within the service schedule. Building a sales or service order is easy and clear for the technician and client.

Cons

I would like to see more inventory options in the future.

Pros

Everything! The software has streamlined our processes which saves us time. The double entry before ThermoGrid was monotonous! We have found the customer service to be just as described from their customer referrals. Change is always hard for anyone, but the benefits outweigh the beginning learning curve. I know our team would not want to go back to our old processes!

Cons

We were not as organized as we had hoped to be at the launch of ThermoGrid. We had a bumpy road on our end with providing the proper information to get everything in place, but ThermoGrid's team persevered and got us through many obstacles with great, and reassuring customer service.

Pros

The things I like the most about Thermogrid, besides support. The amount of information at my fingertips on every aspect of my business! 5++ stars on value!! I'm paying less and getting so much more than with my previous HVAC field-software. Complete customization to fit my business specific needs. Designed with everything in mind to grow your business. When they say a new feature is coming it actually does in a timely manner. The best customer service support! I can't stress this enough. When I need help or have a question, I know I'm going to receive the support I need quickly and thoroughly.

Cons

I'm a new to Thermogrid and there's a learning curve. So, right now that's what I like the least.

Pros

Before we had to do our pricing the old way. Look up the price in a book, add labor and margins, then hand write a bid for the customer. This software makes pricing, billing and even scheduling easy.

Cons

It was overwhelming at first but with the training provided by the support group, it was easy to figure out!

Pros

Saves us time & $$ by keeping us organzied & w/no system down time

Cons

30 minute wait time for Quick Books Snyc

Pros

The ease of use. It’s very easy to navigate and price things

Cons

Nothing really off the top of my head any issue has been resolved

Pros

Thermogrid program can be easily used on tablet.

Cons

Making documents for thermogrid is sometimes difficult.

Pros

Helps me organize customers and jobs. I am able to quote jobs on the spot. Most of all was [SENSITIVE CONTENT HIDDEN], who helped me on board. He was way above expectations. He worked hard to help me.

Cons

Not sure I have had any yet. Have been using it a few times months. If I have an issue [SENSITIVE CONTENT HIDDEN] is ready to help.me out.

Pros

It has all the features we were looking for and [SENSITIVE CONTENT HIDDEN] has been amazing helping us get set up.

Cons

so far nothing we cant find ways to handle

Pros

Easy to setup and offers lots of customization and reporting options

Cons

No option for AIA billing on larger bid / spec projects

Pros

The best on boarding experience as well as ease of use for our technicians in the field. You can build tickets or quotes in a few clicks instead of typing everything. It also connects our install team with everyone involved in the job. Communication has most improved using Thermogrid.

Pros

User interface is very intuitive. Excellent support from staff. Works great, even for a single person operation

Cons

Occasionally misdirects to incorrect page. Speed is dependent upon internet service (like anything else online)

Pros

The product is user friendly and intuitive, not difficult to learn. It has a wide variety of functions.

Cons

Would like the financial match up to be a bit easier, matching paid invoices to checks can be difficult.