Account Set up
☐ Join our Facebook community
☐ Fill out your Company Profile
☐ Set your service area
☐ Set your business hours
☐ Register for a Live Training
☐ Set up your bank account
☐ Send your Price List and Customer List to pro@housecallpro.com in an Excel format OR connect and import that data from your Quickbooks Online Account OR add in your customers from someplace else
☐ Add your Employees
☐ Train your Employees - Android | iOS
☐ Time Tracking Employees
Marketing & Online Booking
☐ Set up your Online Booking
☐ Set your Custom SMS number
☐ Set up your Postcard & Email Campaign and use these email marketing templates