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
In this tutorial, we’ll show you how to manage Subscriptions in Local Service Hero. With Local Service Hero’s subscriptions, your users will be able to subscribe to services or products you’ll provide periodically. By paying a weekly, monthly, or yearly subscription, users can be assured of receiving your products and services. How to open the … Read more
In this tutorial, we’ll show you how to mark invoices as Pending in Local Service Hero. You’ll also see how to mark them as Waiting for Payment. This is useful to change the status of your invoices in bulk. First, you need to open the Invoices page, so go to Commerce > Invoices. Once you’re there, you can … Read more
In this tutotial we’ll show you how to manage the public website settings in Local Service Hero. When you register to Local Service Hero, you can select among three functions: Commerce: Useful to sell services, products, or subscriptions using our web links or your mobile app Scheduling: Useful to schedule jobs, services, or order deliveries … Read more
Let’s learn how to find clients with unpaid invoices in Local Service Hero. You don’t need to check your clients one by one because Local Service Hero allows you to search for all the customers with unpaid invoices for 7+, 15+, and 21+ days. First, log in to your Local Service Hero account, and open the Clients … Read more
This guide will show you how to search for to-dos by keyword in Local Service Hero. With Local Service Hero, you can create to-dos to know which services need to be provided this week, which contacts need to be called, which steps of your marketing campaigns need to be executed and when to do it. And … Read more
Let’s learn how to create new to-dos in Local Service Hero. A to-do is a task that your team has to carry out, whether it’s giving a service, calling contacts, etc. Once you log in to your Local Service Hero account, you need to head to CRM > To-dos > Add New. You’ll see the Add … Read more
Let’s learn how to bulk delete to-dos in Local Service Hero. This will allow you to save a lot of time because you won’t have to delete one to-do at a time. Instead, you’ll be able to select all the to-dos you want to remove, and bulk delete them quickly. You can even find all … Read more
In this tutorial, you’ll learn how to duplicate to-dos in Local Service Hero. Whether it’s marketing to-dos or scheduled services, you can create copies of your to-dos with a few clicks. This way, you don’t have to create new to-dos from scratch, but you can use the existing to-dos as templates and then just apply … Read more
In this guide, you’ll learn how to mark to dos as Complete or Pending in Local Service Hero. This can be useful when you have productive days, and you completed several to-dos in the day, but you did not mark them as “Completed” in Local Service Hero. In such a case, you need to select all the … Read more