Let’s learn how to edit your credit card in Local Service Hero. This is important if you want to replace the credit card you use to be charged for Local Service Hero services. After you log in to your Local Service Hero dashboard, go to Settings > Billing. Once you’re in the Billing page on your … Read more
In this tutorial, you will learn how to manage products in Local Service Hero. Local Service Hero allows you to create and manage products, so you can sell your products on an online store. When you activate the Commerce function for your company, you can create and manage products using an intuitive spreadsheet. Here, we’ll … Read more
In this tutorial, you’ll learn how to search for leads who replied to an email in Local Service Hero. Besides, you’ll learn how to find all the leads who didn’t reply, and all the leads who viewed the email but didn’t answer back. First, you need to log in to your Local Service Hero account, and … Read more
Let’s learn how to search for active or inactive clients in Local Service Hero. This allows you to quickly know who and how many your active customers are, and who and how many your active clients are. This way, you can easily compare the number of inactive customers with the number of active customers you … Read more
Let’s see how to search for clients by registration date in Local Service Hero. Maybe you want to run a marketing campaign based on the date your clients registered. For example, clients who registered two years ago will receive a discount, but before giving them the discount, you need to know which customers registered on specific … Read more
Let’s learn how to search clients with negative or positive balance in Local Service Hero. Customer balance is part of the essential information when managing your business online. You need to have instant access to customer balances to determine how many customers are up-to-date with their payments (positive balance), and how many customers have pending … 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