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Tutorials

How to Bulk Activate or Deactivate Forms

July 4, 2022July 2, 2022 by James Port
activate or deactivate forms in local service hero

Let’s learn how to activate or deactivate forms in Local Service Hero. Active forms accept submissions, while inactive forms don’t. Active forms can be filled; inactive forms can’t be filled. It’s really important to understand this to avoid any mistakes. If you want to view your active and inactive forms, you need to open the Forms … Read more

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How to Bulk Delete Forms

July 4, 2022July 1, 2022 by James Port
how to bulk delete forms in local service hero

In this guide, you’ll learn how to bulk delete forms in Local Service Hero. This is really useful when you have useless forms in your account and want to remove them all. You could delete them one by one, but here you’ll see how to remove many forms at once. Bulk delete forms in Local Service … Read more

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How to Duplicate Forms

July 4, 2022July 1, 2022 by James Port
duplicate forms in local service hero

In this guide, we’ll show you how to duplicate forms in Local Service Hero. You’ll be able to create copies of several forms at once. This way, if you want to create a new form that is really similar to another existing form, you don’t have to build it from scratch. You can just duplicate it … Read more

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How to Add a New Saved Reply

July 4, 2022June 30, 2022 by James Port
add saved replies in local service hero

In this guide we show you how to add saved replies in Local Service Hero. First, you need to log in to your Local Service Hero account. Second, go to the Replies page under CRM > Saved Replies > View All. Third, you need to hit Add New. You can optionally go to CRM > Replies > … Read more

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How to Duplicate Saved Replies

July 4, 2022June 30, 2022 by James Port
duplicate saved replies in local service hero

In this guide, we show you how to duplicate saved replies in Local Service Hero. This way, you can easily create copies of your saved replies. First, you need to log in to your Local Service Hero account. Second, go to CRM > Saved Replies > View All. Third, you need to select the replies that you … Read more

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How to Search for Saved Replies by Keyword

July 4, 2022June 29, 2022 by James Port
search for saved replies by keyword in local service hero

This guide will show you how to search for saved replies by keyword in Local Service Hero. You will enter a specific keyword, and all the replies containing it in the title will be filtered. How to search for saved replies by keyword in Local Service Hero First, log in to your Local Service Hero account. … Read more

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How to Mark Replies as Active or Inactive

July 4, 2022June 29, 2022 by James Port

In this guide, you’ll learn how to mark replies as active or inactive in Local Service Hero. This way, you’ll be able to bulk activate or bulk deactivate many replies at once. How to mark replies as active or inactive in Local Service Hero You need to start by logging in to your Local Service Hero account. … Read more

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How can I distinguish between old and new leads?

June 28, 2022June 28, 2022 by James Port
old new leads local service hero

Dealing with thousands of leads can be somewhat difficult. You can get confused on which leads you already checked and which of them you have not. Fortunately, with Local Service Hero, you can easily distinguish between old leads and new leads. Just follow these simple steps. 1- View your Leads in Local Service Hero To … Read more

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How to Edit the Mobile App Menu: Add, Remove, Sort Items

June 28, 2022June 28, 2022 by James Port
how to edit the mobile app menu in local service hero

Local Service Hero allows you to create a mobile app for your business customers, in which you can display any content. This content is displayed on the pages of the mobile application, and the pages are added to the mobile app menu so that users can access them. In this tutorial we show you how … Read more

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Search for your Clients by Email Service (Gmail, Outlook, etc.)

June 28, 2022June 27, 2022 by James Port
search clients email company local service hero

Let’s learn how to search for clients by email company in Local Service Hero. This can be very useful if you want to know how many how many of your clients use Gmail, Outlook, or Yahoo, to make a marketing campaign for them only. You may also want to know which customers use an institutional … Read more

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