XL Starter Kit

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

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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
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Written by Taylor Morrison
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XL Account Setup

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

Step 2: Setup my money and connect your bank account to make accepting credit cards seamless
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Scheduling, Dispatching & Payments

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

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

Step 5: Everything you need to know about how the QBO integration works
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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.
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Custom SMS

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