Go to Housecall Pro
All Collections
MAX Starter Kit

MAX Starter Kit

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

11 articles
Taylor Morrison avatarSarah Connors avatar
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 setup
Taylor Morrison avatar
Written 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 employees
Taylor Morrison avatar
Written 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 seamless
Taylor Morrison avatar
Written 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 customers
Taylor Morrison avatar
Written by Taylor Morrison. Updated over a week ago

Estimates

Step 4: Learn how to create and send estimates to your customers
Taylor Morrison avatar
Written by Taylor Morrison. Updated over a week ago

QuickBooks Online

Step 5: Everything you need to know about how the QuickBooks Online integration works.
Taylor Morrison avatar
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.
Taylor Morrison avatar
Written by Taylor Morrison. Updated over a week ago

Custom SMS

Step 7: Set up your Custom SMS Number
Taylor Morrison avatar
Written 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.
Taylor Morrison avatar
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 link
Taylor Morrison avatar
Written by Taylor Morrison. Updated over a week ago

Set Up Service Plans

Where to get started on adding service plans to your business
Sarah Connors avatar
Written by Sarah Connors. Updated over a week ago