In this guide, you’ll learn how to set up your company settings in Local Service Hero.
To open the Company Settings page, hit on the Settings button and the click on Company.
General company information
Once you’re on the Company Settings page, you’ll be able to select the following information for your company:
- Company name
- Type of account
- Type of business
- Industry
- Address
- Phone
- Country
- State
- Zip
- Website
- Tax ID
- Email address used as sender and reply-to
- Language
- Timezone
- Logo
Web App Modules
Besides, you can select the modules you want to enable for your account. These modules are like different permissions or things you will be able to do in Local Service Hero:
- Scheduled services
- Edit scheduled services
- View scheduled services
- Discounts
- Edit discounts
- Delete discounts
- Delete others discounts
- Edit private discounts
- Edit others discounts
- View discounts
- Forms
- Edit forms
- Delete forms
- Delete others forms
- Edit private forms
- Edit others forms
- View forms
- Saved Replies
- Edit email templates
- Delete email templates
- Delete others email templates
- Edit private email templates
- Edit others email templates
- View email templates
- Estimates
- Edit estimates
- Delete estimates
- Delete others estimates
- Edit private estimates
- Edit others estimates
- View estimates
- Leads
- Edit form submissions
- Delete form submissions
- Delete other form submissions
- Edit private form submissions
- Edit others form submissions
- View form submissions
- Jobs
- Edit jobs
- Delete jobs
- Delete others jobs
- Edit private jobs
- Edit others jobs
- View jobs
- Master Schedules
- Edit master schedules
- Delete master schedules
- Delete others master schedules
- Edit private master schedules
- Edit others master schedules
- View master schedules
- Mobile app pages
- Edit mobile pages
- Delete mobile pages
- Delete others mobile pages
- Edit private mobile pages
- Edit others mobile pages
- View mobile pages
- Sales Tax
- Edit sales taxes
- Delete sales taxes
- Delete others sales taxes
- Edit private sales taxes
- Edit others sales taxes
- View sales taxes
- Services
- Edit services
- Delete services
- Delete others services
- Edit private services
- Edit others services
- View services
- To-dos
- Edit to-dos
- Delete to-dos
- Delete others to-dos
- Edit private to-dos
- Edit others to-dos
- View to-dos
- Products
- Edit products
- Delete products
- Delete others products
- Edit private products
- Edit others products
- View products
- Read notifications history
- Create notifications
- Export
- Import
- Use timer
- Read timer logs
- Read customer app stats
- View client profile
- List users
- Edit users
- Send push single client
- Send email single client
- Send push single employee
- Send email single employee
- Manage store
- Edit shop orders
- Delete shop orders
- Delete others shop orders
- Edit private shop orders
- Edit others shop orders
- Read shop orders
Besides, you can select other configurations like these:
- Enable sales representatives
- Require admin reviews before marking a service as complete
- Require the upload of a file to complete service
