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 datahelp@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

☐ 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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