Local Service Hero allows you to create different forms to attract leads and potential customers to your business. This is great. But what if you want to know where your leads come from, i.e. which form they used to provide you with the information and become leads? In this post, we show you how to … Read more
In a previous tutorial, we showed you how to add administrator accoutns in Local Service Hero. In this tutorial, we’ll show you how to import a list of admin accounts into Local Service Hero. This allows you to create many administrator accounts from a CSV file, so you don’t have to manually create them. You … Read more
In Local Service Hero, Administrators have access to the control panel and have permissions to perform all actions like: Manage clients Manage leads Manage employees Edit billing information Create mobile app pages Manage the mobile app for employees Invoice services or send payment reminders Add jobs to the calendar Manage the service calendar Manage products … Read more
If you have hired many new employees, you may have registered their personal data for accounts on a CSV file from Excel or Google Sheets. In that case, you may need to import all that information instead of creating the accounts one by one. Just follow these steps. 1- You need to have the CSV … Read more
This is a quick guide to show you how to import clients or customers from a CSV document created on Excel or Google Sheets, into your Local Service Hero account. This allows you to create new customers from a CSV file without having to create them manually. You need a CSV document containing at least … Read more
Unlike administrators, employees are users who provide services and do not have access to the control panel. They only have access to the Employees Mobile App, where they see their assigned services. Therefore, we show you here how to setup the employee accounts. 1- Open your “Employees” page For this, you need to go to Scheduling … Read more
Local Service Hero allows you to easily create services for your business. However, to manually create services on the Local Service Hero dashboard, users need to have access to certain permissions. Fortunately, you can also upload a CSV file containing the services to create the services in some seconds. In this case, any person can … Read more
Setting up the tax rates correctly is really important if you want to avoid problems on your local business. That’s why here we’ll show you how to import sales taxes in Local Service Hero, using a CSV file you’ve created on Excel or Google Sheets. Just follow these simple steps. 1- Prepare the tax rates on … Read more
Local Service Hero allows you to create a mobile application for your customers. This is a great tool because customers can quote services and products, subscribe to services your business provides, and even read news and articles you share on your blog. This is precisely what we will show you in this tutorial. You will … Read more
Local Service Hero allows you to create and manage services for your local business, so here we’ll show you how to add a new service. You need to follow these simple steps: 1- Open your Services page and add a new service To open the Services page in Local Service Hero, you need to go … Read more