MAX Starter Kit
Work your way through this module one step at a time to get started with your new XL Plan.
11 articles
Written by Taylor Morrison and Sarah Connors
XL Introduction
This course will go over the basics of getting started with your new XL Plan including account setupWritten by Taylor Morrison. Updated over a week ago
XL Account Setup
Step 1: Ensure that your account is fully setup including your basic company information, logo, hours, and employeesWritten by Taylor Morrison. Updated over a week ago
Setup My Money
Step 2: Setup my money and connect your bank account to make accepting credit cards seamlessWritten by Taylor Morrison. Updated over a week ago
Scheduling, Dispatching & Payments
Step 3: Learn how to schedule and dispatch jobs, run them through Housecall Pro and take payment from customersWritten by Taylor Morrison. Updated over a week ago
Estimates
Step 4: Learn how to create and send estimates to your customersWritten by Taylor Morrison. Updated over a week ago
QuickBooks Online
Step 5: Everything you need to know about how the QuickBooks Online integration works.Written by Taylor Morrison. Updated over a week ago
Field Tech Training
Step 6: Help your field techs learn how to use Housecall Pro while out in the field. We have tutorials for iPhone and Android users.Written by Taylor Morrison. Updated over a week ago
Custom SMS
Step 7: Set up your Custom SMS NumberWritten by Taylor Morrison. Updated over a week ago
Set Up Reviews
Step 8: Turn on and connect your reviews app to your Google and Facebook Business listings to drive reviews to these sites.Written by Taylor Morrison. Updated over a week ago
Online Booking
Step 9: Set up your Online Booking and add it to your website, Facebook page, Google listing, or anywhere else you can put a linkWritten by Taylor Morrison. Updated over a week ago
Set Up Service Plans
Where to get started on adding service plans to your businessWritten by Sarah Connors. Updated over a week ago