This game plan is designed to set you on the path to becoming a successful Pro. With clear steps and valuable resources, you'll have everything you need to streamline your workflow, maximize efficiency, and start achieving your business goals right away. Let’s get you set up for long-term success!

☐ Join our Facebook community to connect with other Pros.

☐ Complete your Company Profile.

☐ Set your service area for accurate job scheduling.

☐ Set your business hours.

☐ Register for a training webinar session.

☐ Set up your bank account for payments.

☐ Send your Price Book and Customer List to datahelp@housecallpro.com (Excel format) OR connect to QuickBooks Online for data import, OR manually add your customers.

☐ Invite your employees to join your account.

☐ Enable time tracking for your employees.

☐ Train your employees using Android or iOS guides.

☐ Start scheduling jobs and estimates, dispatching to employees, and collecting payments from customers.