ThermoGrid

ThermoGrid

ECI ThermoGrid
trakref

trakref

Trakref
+
+

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About

ThermoGrid is a specialized contractor management software tool for managing field service operations, designed to meet the unique needs of HVAC-R, plumbing, and electrical companies. With ThermoGrid, you can streamline your workflow and boost your bottom line with powerful features like mobile offline app, scheduling, dispatching, client history tracking, inventory management, service agreements, load calculation, marketing tools, payroll management, invoicing, and estimates. ThermoGrid gives you the power to reach new heights of efficiency, accuracy, and profitability. Don't miss out on the opportunity to transform your business. Try it FREE or contact us today to request a demo!

About

HVACR compliance is fast-changing and complex, and you have a lot of responsibilities. That’s why we made Trakref: A comprehensive HVACR and refrigerant management software that helps you do your job better. With pre-built workflows & push-button reporting, you can achieve optimal compliance outcomes. Trakref is an out-of-the-box refrigerant management software built to protect owners but designed to support service providers. We give you powerful software tools to manage refrigerant leaks and extend HVAC/R equipment life, reducing maintenance and material costs in the process. We are the subject-matter experts and authority on HVAC/R and refrigerant management and compliance. No consultants are needed because we update all your needs as the requirements change. Thousands of successful audits. Hundreds of millions of pounds of gas tracked.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small to large contractor companies

Audience

Companies looking for a full lifecycle HVACR & refrigerant management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$60
Subscription or one-time fee available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 3.0 / 5
ease 2.8 / 5
features 3.3 / 5
design 3.2 / 5
support 3.2 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Invoicing works. Scheduling gets done. Not touching inventory or other features until it looks like they take their own program and feedback seriously. As others have noted, ECI bought a couple of years ago, and things haven't been honkey-dory.
  • ThermoGrid is a well rounded software that is constantly evolving. From invoicing to keeping track of your customer base, it does it. I like being able to tailor it to fit my needs.
  • Does everything i need. Support is phenomenal when needed. Techs in the field find it easy to use. Customers love the service.
  • You can set pricing based on a GPM. The trainers and sales people are great! Clients can pay and sign via email. You can upload pics and you can give 6 options but is time consuming
  • Being able to easily change criterion to receive excellent spot on results every time. Being able to have a beautiful presentation for homeowners.

Cons

  • 1)I have not been able to get a response from customer service at all. Ticket response- nope. Email response- nope. Phone- goes straight to voicemail. No call back. Tried multiple days/times. 2) Non-working elements of program, but can't a hold of support to discuss. 3) Every bunch of months a slight change is noted as an upgrade. Almost like they have to show they are actually doing something, so have some small random change once or twice a year. 4) ui and functions feels ancient. ie there's no master search.
  • I feel the support and training could be better. They are very thorough in their reply and call you back pretty quickly, just not a fan waiting.
  • Haven't found an issue that didn't get resolved. any cons that have been found previously were quickly fixed.
  • No training videos that lead you to call in, they own so many software companies that anyone who answers can't help you, so then they make a ticket and someone will reply to ask questions. The reply is usually within 24 hrs but if you are a home service company you need answers right away. They have very few trainers (who are great and very helpful) which leads them to have find time to help you. They could use short videos to help the trainers. The software is very in depth and does lots which is very hard to remember it all going through their video/Google Meets/Zoom demonstrations.
  • Some of the printouts are excessively lengthy. Per user price model.

Pros & Cons from Real Users

Pros

  • Affordable, easy to use, great support and helps the entire team achieve HVAC/R compliance. Best California R3 support and with push-button audits and filing functions, it does everything an entire team of people would do.

Cons

  • There are no complaints, the product does what it promises and they make sure we get the support we need.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ECI ThermoGrid
Founded: 2007
United States
www.thermogrid.com

Company Information

Trakref
Founded: 2011
United States
www.trakref.com

Alternatives

Alternatives

HVAC Toolkit

HVAC Toolkit

Carmel Software
Simpro

Simpro

Simpro Software
ECO3

ECO3

Smartcool Systems
ThermoGrid

ThermoGrid

ECI ThermoGrid
Ascente

Ascente

Compusource

Categories

Categories

HVAC Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Contractor Management Features

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Electrical Contractor Features

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC Estimating Features

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

Plumbing Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch Features

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

HVAC Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Integrations

QuickBooks Online
QuickBooks Online Advanced

Integrations

QuickBooks Online
QuickBooks Online Advanced
Claim ThermoGrid and update features and information
Claim ThermoGrid and update features and information
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Claim trakref and update features and information