If you want to add new fields to the employee profiles in Local Service Hero, you need to follow these steps: Step 1. Open your employees’ page Go to Settings > Employees. You’ll see all your employees in a spreadsheet. Step 2. Open the profile setup Click on the Setup Profile button to open the employee … Read more
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 or remove fields. To add or remove fields in the “Setup Profile” … Read more
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 app. Your id should look something like this: UA-000000-2 To find your … Read more
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 forms on a post or page? Fortunately, Local Service Hero allows you to share … Read more
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 them on your business’s social networks so that people can … Read more
Let’s learn how to identify the forms that are performing better 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 the … Read more
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 following some simple steps. The best part is that you can display … Read more
In this tutorial, we will show you how to export your client profiles to a CSV in Local Service Hero. However, 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 … Read more
Let’s learn how to add new 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 more
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 tutorial we will show you how to add a page to the mobile app, and … Read more