Go to Housecall Pro
All Collections
XL Starter Kit
XL Starter Kit
Work your way through this module one step at a time to get started with your new XL Plan.
10 articles in this collection
Written by
Taylor Morrison
XL Introduction
This course will go over the basics of getting started with your new XL Plan including account setup
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
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
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
Written by
Taylor Morrison
Updated over a week ago
Estimates
Step 4: Learn how to create and send estimates to your customers
Written by
Taylor Morrison
Updated over a week ago
Quickbooks Online
Step 5: Everything you need to know about how the QBO 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 Number
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.
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
Written by
Taylor Morrison
Updated over a week ago