How-to videos

Each step, in a few seconds.

Short, silent clips of the steps owners ask about. The numbers in each clip match the steps under it.

Send your list

Getting your list out is the one step that takes a minute. Pick the clip for where you keep your clients.

Connect Jobber in one click

0:10
  1. Click Connect with Jobber.
  2. On Jobber’s screen, click Allow Access. To see that it’s only your clients and quotes, open “Jobber workflow information”. The clip does this.
  3. You’re back in your room, and your clients and quotes are in.

Jobber: get your list (Visits export)

0:17
  1. In Jobber, open Insights (left menu), then Reports.
  2. Click Visits.
  3. Click the dates, choose Custom range, set Start date to 01/01/2020 (pick it in the calendar), then click Apply.
  4. Click Export, then All Columns. Jobber emails you the file within 15 minutes.

Housecall Pro: get your list (Jobs export)

0:12
  1. In Housecall Pro, click Customers (top menu), then Jobs (left menu).
  2. Click Actions, then Export, then Send file. Housecall Pro says “Your jobs export is on the way.”
  3. It emails you the file (from notifications@housecallpro.com). Save the attachment, then add it in your room.

Spreadsheet: save it as a CSV (Google Sheets)

0:11
  1. In Google Sheets, click File, then Download, then Comma Separated Values (.csv).
  2. The file saves to your Downloads folder (its name ends in .csv). Add that file in your room.

Add your file to your room

0:09
  1. Click the box, “Drop the file here, or tap to choose it.”, and pick your file (.csv or .xlsx).
  2. Check what we found: how many clients, and how many haven’t booked in a while.
  3. Click “Add these … to my room →”. You’ll see “Got it. … past clients are in your private room.”

Stuck on a step? Text us: 603-340-7673