In this guide, you’ll learn how to create jobs in Local Service Hero. First, you need to log in to your Local Service Hero account. Second, click the Add New dropdown and select Job. Third, you need to add the following information: Job title: Enter the job title in this field. Client: Select the client who needs the … Read more
Let’s learn how to manage the dispatch board in Local Service Hero. The dispatch board allows you to view the jobs, services and appointments that you have scheduled. Go to Scheduling > Dispatch Board to open the page. You will see a map where you can locate the places where work, services or appointments are due. You … Read more
In this tutorial, we’ll show you how to view jobs by date in Local Service Hero. You can view all the scheduled services, jobs and requests displayed on an intuitive calendar. After you log in to your Local Service Hero account, go to Scheduling > Calendar. Once there, you’ll see the appointments and services displayed on the … Read more
Here’s how you can view the email activity in Local Service Hero. You can open the email activity page by going to Settings > Email Activity. Once there, you’ll see your email activity displayed on a spreadsheet containing the following columns: To Date Subject Status If you want to filter your email activity, you can use the Advanced Search button. … Read more
Here’s how you can view the activity log in Local Service Hero. This is important to identify the different changes and activity in Local Service Hero. Go to Settings > Activity Log. Once you open the Activity Log page, you’ll see the details of your activity log displayed on a spreadsheet. You can view these columns: Date Author IP Type … Read more
In this guide, you’ll learn how to view the notification history in Local Service Hero. The notification history in Local Service Hero is the detail of all the notifications that have been sent to your customers’ mobile app. To open the notifications’ history page, go to Settings > Notifications History. Once you’re on the Notifications History page, you’ll see all … Read more
Here’s how you can manage the security settings in Local Service Hero: You can open the Security settings by hitting the Settings button and clicking on Security. Once you’re in the Security page, you can select any of these security settings: Log in sessions expire after these days: Enter the number of days here Our company does business with these countries: Select the countries. Leave … Read more
In this tutorial, you’ll learn how to request clients information in Local Service Hero. When creating their Local Service Hero accounts, some customers do not complete their information. This causes you to not have access to information that could be useful for managing your customers. That’s why here we show you how to ask specific … Read more
In this guide, you’ll learn how to set up your company settings in Local Service Hero. To open the Company Settings page, hit on the Settings button and the click on Company. General company information Once you’re on the Company Settings page, you’ll be able to select the following information for your company: Company name Type of … Read more
Let’s see how to manage payment gateways in Local Service Hero. You can use different payment methods to manage payments from your clients in Local Service Hero. After you log in to your Local Service Hero dashboard, go to Commerce > Payment Gateways. There, you’ll see two tabs to manage the way you receive payments … Read more