Beginner's Guide to Maximizing Housecall Pro: Step-By-Step
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- čas přidán 1. 06. 2024
- Are you new to Housecall Pro and looking to make the most out of this powerful tool? Look no further! In this comprehensive beginner's guide, I'll walk you through the essential features of Housecall Pro and show you how to maximize its potential for your business.
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SHOW NOTES
- HCP uses Plaid to connect your bank accounts.
- Here is the product roadmap so you can see features that are to be released soon: www.housecallpro.com/features...
- Here's more info regarding the job inbox feature: help.housecallpro.com/en/arti...
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I know you can integrate quickbooks with this since quickbooks doesn't have the ability to do work orders/job tickets. Do you have any tutorials on how to do this?
Really good information I appreciate between housecall pro and jobber which one you recommend ?
Thanks for sharing this video love. It gotta question this is my first time on ❤What do you think about that markate? CRM versus the house call. Bro, have you did Review on that we use it at this moment. Thinking about trying how's called pro or quote IQ.
Thanks Matt. I've exclusievly used another software since starting my business. But this video has me considering trying a differnt platform just for comparison and to see if I like using HCP more than my current software.
Hi Travis! It is worth considering other options every now and again to see what you might be missing or what features that would better suit your business. Though if your current software works good enough, it might not be worth spending the time to learn a new one.
If I’m not mistaken, is it Markate that you’re using? If so, I know that platform has great a la carte style pricing and you can pay for more functionality overtime.
Hey Travis, this Johnnie, if you like we can set up a live demo that would explain to you everything, of course if you have not got the software yet.
Great video might have to try this one out. There are so many options that are hard to pick the right one.
Thanks Lexx! It is hard to choose, I did a video comparing the top four field service software. Here’s the link to the video if you’re interested:
czcams.com/video/vuxwnXF6YVE/video.html
Wondering if they have the option to have multiple contacts for a customer profile. For example, sometimes I need to send an invoice to a customer to a different email than what I would send a notification to for when we are coming to the site. Is there a way to customize this for a customer profile so that the automation still works without having to manually edit in advance.
From my understanding, no, they do not have this feature yet.
Best to do is ask them directly.
So does Housecall pro do marketing for you?
In sorts, yes. You can set it up.
Are you from Utah?
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