Account Setup
☐ Join our Facebook community
☐ Fill out your Company Profile
☐ Set your service area
☐ Set your business hours
☐ Register for a webinar training session!
☐ Set up your bank account
☐ Send your Price List and Customer List to datahelp@housecallpro.com in an Excel format OR connect and import that data from your Quickbooks Online Account OR add in your customers manually
☐ Invite your Employees
☐ Time Tracking Employees
Using Housecall Pro
☐ Train your Employees - Android | iOS
☐ Start to Schedule your Jobs/Estimates, Dispatch to Employees, and Collect Payments from your customers
Check out 8 shifts in home service business trends that may be affecting your business.