Hey there! We're thrilled you've decided to join the HeyPros family. 🌟 If you're feeling a tad overwhelmed by all the nifty features we've packed into HeyPros, fear not! We've been right where you are, and we've made every effort to ensure that diving into HeyPros is as smooth as diving into a pool on a hot summer day.
In this friendly guide, we'll walk you through our top 5 easy-peasy practices to get you up and running with HeyPros. Trust us, you'll be scheduling and managing your subcontractors like a pro in no time!
1. Welcome Your Sub-Contractors Aboard (~ Less Than 5 Minutes!)
First things first, let's get your subcontractors into HeyPros. And guess what? It's as easy as pie. 🥧
Your subcontractors won't need to lift a finger. They'll receive a text with a magic link to hop into their account instantly. For an even smoother ride, we'll nudge them to download the HeyPros mobile app.
Here's a more comprehensive step-by-step guide with pictures: Link to Help Center
- Head over to the "Users" page on your HeyPros dashboard.
- Click "Create User", pop in their name, email, and phone number.
- And... voila! They're all set. No hoops to jump through!
Your subcontractors won't need to lift a finger. They'll receive a text with a magic link to hop into their account instantly. For an even smoother ride, we'll nudge them to download the HeyPros mobile app.
Here's a more comprehensive step-by-step guide with pictures: Link to Help Center
2. Nail Down Those Compliance Requirements (~ A Quick 3 Minutes)
Super important alert! 🚨 You've gotta make sure your contractors are cleared to take on work.
Got that down? Great! If you're feeling extra, dive into Settings > Compliance to set up document requirements like insurance or licenses. This bit's optional but can really rev up your HeyPros mastery.
- Mark 'em compliant to green-light work.
- Pick the types of jobs they can do.
- Choose the states they can work in.
Got that down? Great! If you're feeling extra, dive into Settings > Compliance to set up document requirements like insurance or licenses. This bit's optional but can really rev up your HeyPros mastery.
3. Dispatch Work Orders Like a Boss
Ready to send work flying out? Here's where the magic happens.
HeyPros will then send out a magic link to the chosen ones, and before you know it, you'll have contractors lining up!
- Create a new work order with all the juicy details.
- Choose how to post it – auction style, instant book, or firm on price.
- Decide who gets to see it. Maybe everyone, maybe just a select few.
HeyPros will then send out a magic link to the chosen ones, and before you know it, you'll have contractors lining up!
4. Masterful Managing: Communicate, Approve, Review
HeyPros isn't just about sending work orders; it's about making the whole journey seamless.
- Use the app to chat directly on work orders.
- Easily handle change orders.
- Keep all your important notes and attachments in one place.
- Approve completed work and handle invoices smoothly.
- Don't forget to leave reviews for your subcontractors!
5. Broaden Your Horizons with New Subcontractors
Lastly, why not grow your team? Whenever you meet a contractor eager to join forces, simply add them to HeyPros. This way, you'll always have a fresh set of hands ready for new projects.
Remember, a well-managed team is the secret sauce to keeping those projects within budget and on time. HeyPros is here to make sure you're always on your A-game, saving you time, money, and a whole lot of headache.
Remember, a well-managed team is the secret sauce to keeping those projects within budget and on time. HeyPros is here to make sure you're always on your A-game, saving you time, money, and a whole lot of headache.
So, there you have it – five simple steps to make HeyPros work wonders for you. Here's to making your projects smoother, your team happier, and your business booming. Let's do this! 🚀