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
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. Let’s see how to create and send an estimate, … Read more
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 or remove fields. To add or remove fields in the “Setup Profile” … Read more
In this tutorial, we will show you how to export your client profiles to a CSV in Local Service Hero. However, 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 … Read more