Average Ratings 13 Ratings

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Description

Upgrade your HVAC-R business with ThermoGrid! Our contractor management software is built specifically for field service operations and designed to meet the unique needs of HVAC-R, plumbing, and electrical companies. With powerful features like a mobile offline app, scheduling, dispatching, client history tracking, inventory management, service agreements, load calculation, marketing tools, payroll management, invoicing, and estimates, ThermoGrid helps you streamline your workflow and boost your bottom line. Don't wait, transform your business today! Trial it FREE or Request a demo of ThermoGrid.

Description

uPlan will dramatically reduce the time it takes to plan and consult. Get auto-generated documentation for your projects, including a wiring diagram, electrical cabinet layout, and bill of material. Discuss the project with your client and provide a personalized quote for the various solutions you could offer.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Integrations

QuickBooks Online No 
QuickBooks Online Advanced No 

Pricing Details

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

Pricing Details

First project is free
29 €/ month
159 €/ 6 month
319 €/ 12 month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ECI ThermoGrid

Founded

2007

Country

United States

Website

www.thermogrid.com

Vendor Details

Company Name

uPlan

Founded

2018

Country

Hungary

Website

uplan.io

Product Features

Contractor Management

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

Electrical Contractor

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

Field Service Management

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

HVAC

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

HVAC Estimating

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

Plumbing

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

Service Dispatch

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

Product Features

Electrical Contractor

Billing & Invoicing No 
Commercial / Industrial No 
Contract Management No 
Customer Database No 
Electronic Signature No 
Mobile Access No 
Quotes / Estimates Yes 
Scheduling No 
Time Tracking No 
Work Order Management Yes 

Electrical Estimating

Billing & Invoicing No 
Change Orders No 
Cost Database Yes 
Project Management Yes 
Quotes / Proposals Yes 
Takeoff No 

HVAC

Billing & Invoicing No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Maintenance Scheduling No 
Mobile Access No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

HVAC Estimating

Billing & Invoicing No 
Commercial/Industrial No 
Cost Database Yes 
Data Import / Export Yes 
Equipment Maintenance No 
Financing Management Yes 
Labor Rates No 
Quotes/Proposals No 
Scheduling No 
Takeoff No 

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