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 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 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
This is a quick guide to show you how to import clients in Local Service Hero. You can 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. … Read more
Learn how to add fields to client profiles in Local Service Hero. Local Service Hero allows you to select what information you want to collect from your clients. This is done through the “Setup Profile” form. Now, it is important to mention that if you want, you can modify the form and add more fields … Read more
In this tutorial, we will show you how to export clients in Local Service Hero. Sometimes you need to export your clients’ profiles to a CSV in order to: Create an external database of your clients, Send reports to other members of your business team, Create a CSV with useful information for your marketing team … Read more
Let’s learn how to create clients in Local Service Hero. There are at least 3 ways you can add new clients to your Local Service Hero account. You can convert leads into clients, manually add clients one by one, or add a lot of clients in bulk using a CSV file. Click here to read … Read more