Let’s learn how to get clients to pay on time. Getting paid on time can be one of the biggest headaches a company faces, especially if they’re in the business of contract work. And the reasons for nonpayment or late payment are myriad: disorganization, poor communication, dissatisfaction, lost paperwork, poor financing…and the list goes on. … Read more
Let’s learn how to export leads in Local Service Hero. With Local Service Hero, you can get and manage leads, but you do that internally in the platform. However, what if you want to download your leads to a CSV file to create external databases or move your leads to another Local Service Hero account? … Read more
Let’s see how to send estimates in Local Service Hero. Local Service Hero allows you to send estimates to clients or leads. This is really useful because you can easily create the estimates and send them to your clients or leads without having to use several apps; you can do it all from Local Service Hero. … Read more
Learn how to create a checklist for employees in Local Service Hero. Local Service Hero‘s mobile app for employees can be useful for several things. For example, when your employees provide a service to your customers, you may want to establish certain parameters to control the quality of the services provided. And since you cannot personally evaluate … Read more
Learn how to see leads generated through forms in Local Service Hero. You can manage form submissions with these steps. 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 … 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 administrator accounts in 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 just need to … Read more
Let’s learn how to create administrator accounts in Local Service Hero. 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 … Read more
In this tutorial, you’ll learn how to import employee accounts in Local Service Hero. 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 … Read more
This is a quick guide to show you how to import clients in Local Service Hero. You can 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. … Read more
In this tutorial, you’ll learn how to register employees in Local Service Hero. 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 … Read more