In this tutorial, we will show you how to create forms in Local Service Hero. You can 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 … Read more
In this tutorial, you will learn how to view clients on a map in Local Service Hero. This way, you will be able to know where exactly your customers are located. It can be very useful if you want to create service routes to send your employees to provide services on a specific route every … Read more
In this tutorial, we’ll show you how to view leads by form in Local Service Hero. That means we’ll view all the leads generated through a specific form. This is really useful to know which forms are generating more leads. Follow these steps to view leads by form in Local Service Hero After logging in … Read more
In this guide, we’ll show you how to create new leads in Local Service Hero. This is very useful if your marketing department is looking for leads in person and you want them to add leads manually when they get the necessary information from your leads. For example, if you have a lawn mowing business … Read more
Let’s search for leads by date in Local Service Hero. This will allow you to know when the leads were added to your Local Service Hero account. First, you need to log in to your Local Service Hero account, and open the “Leads” page by going to CRM > Leads > View All. You’ll see all your … Read more
Let’s learn how to view leads on a map in Local Service Hero. You can easily geolocate your clients and leads by viewing them on an intuitive map. First, log in to your Local Service Hero account and go to the Leads page at CRM > Leads > View All. You’ll see all your leads displayed on the … Read more
Let’s learn how to bulk invoice completed services in Local Service Hero, and charge to the payment method saved by each customers. This is an excellent way to optimize the billing process and charge all invoices for services that have been marked as “Completed” by your employees. You won’t have to check customers one by … Read more
In this guide, we’ll show you how to send emails to clients in Local Service Hero. This allows you to send any kind of email to your customer without having to use another platform. You can send emails to your customers from your Local Service Hero account. This is how you can send emails to … Read more
In this guide, we’ll show you how to set up a client profile form in Local Service Hero. This form will allow your new clients to register on your Local Service Hero account, and you’ll be able to recollect new clients’ information. Just follow these simple steps to add a new register client form: 1- … Read more
Let’s learn how to search for leads who viewed an email in Local Service Hero. When we add new leads on Local Service Hero, a email is sent to our new leads, and we can know whether the person viewed or not the email. First, you need to log in to your Local Service Hero account … Read more