Collaborate on Plumbing Invoice Example for Support with Ease Using airSlate SignNow

Plumbing invoice example for Support

household Pro tutorial how to use house call Pro step by step hey guys welcome in this video I will be teaching you how to use house call Pro to see how easily your home service business can improve scheduling dispatching invoicing and payment collection so let's get into it first of all you're gonna go to housechoolpro.com and you will land on this website right here with household Pro we can actually make our house business our home business more efficient and we will be able to do scheduling we can even use advanced technology to keep track of our employees and we can create invoicing so this is all in one platform that you can check out there is a free trial available so you can sign up using your email address after the initial sign up or sign in to your house call Pro this is where you can land now it's a very easy to use platform form yet it has a lot of different options and people can get confused as a complete beginner well I'm here to help you with that and I'll show you every option one by one so at the top here we have get started now as a complete beginner if you have created your account just now then you will get the get started option where it will ask you to create your account we have different estimates we can create and we have a demo available you can actually use this option to get started or you can simply go to your dashboard so at the top here we have the dash option within our dashboard you can see we have an overview of our paid invoices jobs average job size Revenue earned Tags and More so this is a you know overview of all of our things that we're doing with the in-ear house called Pro here at the side of the screen you'll find the new Option now with this new Option you can create a new job a new proposal a new estimate a new event or a customer so let's actually create a new customer first and then we will actually create uh you know a new estimate and an event as well go to the customer section here and you can add a new customer so I will add their name last name mobile number there you go and then we have home phone role and email so let's actually add an email here after that we can add an address location and we can even add different notes to it so you can see a lot of different options are available within our house Pro I can even add the customer notes and text then we have send a notification option here click on create customer and your new customer will be created and now we can do a lot here we have created our customer profile I can now create estimates for the customer jobs and invoices so you can see now I will actually add a job for this once you select job here we have the customer I can now add an address this is the name and the email address now here we can see we have schedule on my way start finish invoice and pay I can scroll down you can see we have map hybrid hcp in map now this is for a better uh you know delivery and all of these services that we offer so I will be able to manage everything for this customer and I'll be able to you know even add the address and we can start and finish when we are delivering something and then we can even create an invoice so you can see here we can also add different fields to a job I can add a checklist job fields customer tags job tags private notes attachments lead source so let's say I want to add some more job fields so you will just enter the name here for instance we have and the business unit so you can add maybe like Plumbing here and now you can see it will be a here and we can even select the Callback option so if you have any business any house business you will be able to use House Pro and you will get a lot of different options you don't have to actually hire anyone to do this for you you can do this everything you can do everything yourself using House Pro cool so you can see we have customer tags as well that helps us customize and keep everything organized uh then we have our job tags here again private nodes and attachments So within my attachments what I can do is I can attach any kind of file picture video to this customer as well now let's create an invoice invoice is an important part of a job or using house call Pro to create an invoice you can simply go to the invoice option here so an invoice will also be created within the job here because if you add the amount if you add the message then it will be added automatically here but if you want to create a brand new invoice then you can just simply go to the new Option here so if you want to create an invoice you can just simply click here so this is our invoice and I can add the amount here so we have one I can add the due amount and we also have our company name given here I can add invoice message as well and we can download or send this invoice or attach this invoice as an attachment so you can see right here and to send it you will just simply click on view and send if you want to create a new estimate within your household Pro you will go to new and click on estimate here we will enter the customer first so we have just created a customer so we can add the customer we just created or we can create a new customer here and the customer will be added now we have the schedule option here and I can select a time zone then we have line items item name let's just call it a test item that we have quantity is going to be one and here I will enter the price let's say it was 100 then I can add more if I want to click on add service item and again you will enter the name let's call it test two this time maybe the quantity was 2 and the price was 100 again so now you can see we have different items created I can even add the material items here and at the end we are getting our subtotal so you can see this is our subtotal here if I want to add a message click on the message option and include thanks for doing business or thanks for purchasing or thanks for whatever business you are doing so you can see this is how you create an estimate we can even schedule so I'll click on the schedule option here and we can change and add our schedule dates here so here we have our own calendar available within our household Pro click on Save estimate and your new estimate will be created creating an estimate invoice and a customer is really easy with household Pro we are also getting our map option at the top here we you can access the map anytime you want to so you can see we're getting our map hcp you can also manage your employees better with household Pro you can also manage your employees better with household Pro and we also have the price book and Reporting option within our reporting we will be getting reports and stats of all of the business and all of the customers that we have and the orders that we got housekeeper is all in one platform for your house business so go ahead and check it out right now you can sign up and get your free trial with your email address it has all of the different options to create invoices to create estimates to schedule to manage your employees and much much more this brings us to the end I hope that I was a big help don't forget to give this video a big thumbs up leave a comment down below turn on Bell notification And subscribe to YouTube channel