Here’s how you can export your leads to a CSV file. 1- Place your mouse cursor on Settings and click on Export. 2- Select Leads Select Leads on the What field do you want to export dropdown. Click on Export to start. 3- Done Your CSV file will be downloaded automatically. But if for any reason the download doesn’t start, … Read more
Your leads and customers will ask you to send him/her an estimate. It’s the same in both sections, leads or clients. Here we’re using the Clients section as an example. Just follow these steps. 1- Open your clients’ page For this, go to CRM > Clients. You’ll see a spreadsheet containing all your client profiles. 2- … Read more
These are the steps you need to follow if you want to create a checklist to control the work of your employees. It’s really important to constantly evaluate the way we do things because that helps us improve and become better companies. 1- Open your “Forms” page You need to open your Forms page by going … Read more
If you want to see all the leads your forms are generating, you simply go to CRM > Leads. There, you’ll see all the leads generated by your leads in a spreadsheet containing all your lead details. You’ll find these columns: Name Form Category Date Actions Email Home Phone Work Phone Other Preferred Property Name Address … Read more
If you have many admin accounts in a CSV document in Excel or Google sheets and want to import those account to your LSH platform, you just need to follow these simple steps: 1- Open the Import tool To open the Import tool, you need to go to Settings > Import. Just place your mouse cursor … Read more
Administrators have access to the control panel and have permissions to perform all actions like: Manage clients Manage leads Manage employees Billing Etc. This role is for business managers or administrators, while the employee accounts are for field workers. Therefore, we show you how to create new administrator accounts. 1- Open your “Admins” page For … 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
In this entry, we want to show you how to import services from a CSV file created on Excel or Google Sheets. Just follow these simple steps. 1- You need to have your CSV file Basically, the CSV file you’ll import must contain three columns: Title, Content, Rate. With those three columns, you can create new … Read more