Thermal Documentation

Welcome to the Thermal documentation. These guides are written at the job level — how to get real work done — not as a screen-by-screen tour.

Pick your role

Start with the work you do. These guide collections do not change your account permissions.

• Office manager — Keep customer records, bookings, parts and billing moving.
• Dispatcher — Plan the day, assign work and handle changes from the field.
• Technician — Find help for assigned work, field records and finishing a job.
• Owner — Review performance, agreement returns, projects and approvals.
• Admin — Set up your company, staff, pricing and connections.

More help

• Customer help
• Supplier help
• Reference — look up a specific screen, value, status or setting.
• Release updates

How Thermal is organized

Everything in Thermal hangs off one spine: a customer has service sites, each site has installed equipment, equipment is covered by service agreements, and jobs and invoices flow from there. Once you understand that spine, every screen is a view over it.

QuickBooks Online two-way sync: customers, items, invoices and payments, with self-serve connect and first-import approval. Sage Intacct and Business Central are on the roadmap, not live connections a customer can turn on today.

More guides are on the way. This page is the entry point for the documentation site served at docs.trythermal.com.