Housecall Pro

This course will go over the basics of getting started with your new Max Plan including account setup

Max Introduction

Step 1: Ensure that your account is fully setup including your basic company information, logo, hours, and employees

Step 2: Setup my money and connect your bank account to make accepting credit cards seamless

Step 3: Learn how to schedule and dispatch jobs, run them through Housecall Pro and take payment from customers

Step 4: Learn how to create and send estimates to your customers

Step 5: Everything you need to know about how the QuickBooks Online integration works.

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.

Step 8: Turn on and connect your reviews app to your Google and Facebook Business listings to drive reviews to these sites.

Step 9: Set up your Online Booking and add it to your website, Facebook page, Google listing, or anywhere else you can put a link

Where to get started on adding service plans to your business

Work your way through this module one step at a time to get started with your new XL Plan.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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