Account Setup

☐ 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 in an Excel format OR connect and import that data from your Quickbooks Online Account OR add in your customers from someplace else

☐ Invite 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 

Check out 8 shifts in home service business trends that may be affecting your business.

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