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James Port

How to Add More Fields to the Client Profiles

June 28, 2022July 17, 2019 by James Port
add fields to client profiles in local service hero

Learn how to add fields to client profiles in Local Service Hero. Local Service Hero allows you to select what information you want to collect from your clients. This is done through the “Setup Profile” form. Now, it is important to mention that if you want, you can modify the form and add more fields … Read more

Categories Tutorials Tags clients, profile

How to Collect Usage Statistics on my Mobile App

June 28, 2022July 17, 2019 by James Port
collect mobile app statistics in local service hero

Let’s learn how to collect mobile app statistics in Local Service Hero. If you want to collect usage statistics from Google Analytics on your mobile app, you need to follow these steps. 1- Open your company settings: go to Settings > Company 2- Go to the Employee App field and paste the Analytics ID for your employee … Read more

Categories Tutorials Tags analytics, google, tracking

I don’t Have a Website. How can I Share a Form with my Customer?

June 28, 2022July 16, 2019 by James Port
share local service hero forms with customers

In this tutorial, you’ll learn how to share Local Service Hero forms with customers. Local Service Hero allows you to create and share different form types to collect information. You can create request quote forms, lead forms, contact forms, employee forms, etc. But what happens if you don’t have a website where to embed the … Read more

Categories Tutorials Tags form, share

How to Create a Form for my Website, Emails, or Social Networks?

June 28, 2022July 16, 2019 by James Port
create forms in local service hero

Let’s learn how to create forms in Local Service Hero. Local Service Hero allows you to create forms to get new leads, allow your potential customers to get a quote, contact forms, and employee forms. The best thing is that these forms can be embedded in a page of your website, or you can share … Read more

Categories Tutorials Tags form, forms

How to Identify Forms with Higher Submissions

June 28, 2022July 16, 2019 by James Port
find the best performing forms in local service hero

In this tutorial, you’ll learn how to find the best performing forms in Local Service Hero. You need to follow these steps in order to know which are your forms with higher submissions: 1- Open the Forms page You need to open your “Forms” page by going to CRM > Forms. There you’ll see all … Read more

Categories Tutorials Tags ctr, form, submissions

How to Display a Form on a Website

June 28, 2022July 15, 2019 by James Port
display local service hero forms on a website

Let’s learn how to display Local Service Hero forms on a website. Local Service Hero allows you to create forms to collect leads and clients’ information. But that happens if you want to display a form on one of your websites? Here we will show you how to display a form on a website by … Read more

Categories Tutorials Tags forms, website

How to Export my Clients or Customers

June 28, 2022July 15, 2019 by James Port
how export client profiles local service hero

In this tutorial, we will show you how to export clients in Local Service Hero. Sometimes you need to export your clients’ profiles to a CSV in order to: Create an external database of your clients, Send reports to other members of your business team, Create a CSV with useful information for your marketing team … Read more

Categories Tutorials Tags clients, export

How to Add a New Client or Customer?

June 28, 2022July 15, 2019 by James Port
how add new client local service hero

Let’s learn how to create clients in Local Service Hero. There are at least 3 ways you can add new clients to your Local Service Hero account.  You can convert leads into clients, manually add clients one by one, or add a lot of clients in bulk using a CSV file. Click here to read … Read more

Categories Tutorials Tags clients

How to Add a Page to my Mobile App for Customers?

June 28, 2022July 15, 2019 by James Port
create mobile app pages in local service hero

In this tutorial, you’ll learn how to create mobile app pages in Local Service Hero. Local Service Hero allows you to create a mobile application for your customers. From this app, customers can hire your services, buy your products, edit their billing information, read your blog feed, receive personalized notifications, etc. That’s why in this … Read more

Categories Tutorials Tags mobile app
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