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Pro Power Hour: Technician Onboarding & Mobile App Crash Course

Housecall Pro

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Pro Power Hour: Technician Onboarding & Mobile App Crash Course

5 432 просмотра · 11 мес. назад
Housecall Pro
122 тыс. подписчиков
5 432 просмотра · 11 мес. назад
Feature focus and demo of the HCP Mobile App for technician onboarding. Add some power to your account in just one hour! Join us for Pro Power Hour: A new feature-focused training series in the HCP Facebook group to help Pros with training. Exclusive call with onboarding specialists, community managers, and on occasion Product managers who will discuss the week's feature, take feedback, and answer questions (ideally on the week’s topic but we will take any product questions). It will be a refresher for older pros and an opportunity for new Pros to come and learn. Chapters: 0:00 Intro to Pro Power Hour: Mobile App Crash Course 4:01 Mobile app home, clocking in, and tech dashboard 12:58 Schedule and inbox in the mobile app 16:54 Creating a job from the app and request guide 21:07 Leads vs. estimates, job line items, and discounts 29:01 Job fields, checklists, and lead source 33:22 On my way, start, pause, and finish job 36:54 Customer info, job costing, attachments, equipment 43:17 Invoicing and taking payment in the field 45:57 Estimates and presenting service plan options 51:31 Referrals, Q&A, working offline, and wrap-up