Introducción

Welcome to the Direct Home Service team. This document serves as a comprehensive guide for utilizing the platform effectively, detailing the functionalities of each feature and providing instructions on managing an account as a service provider.

Vision

Direct Home Service is dedicated to transforming the operational landscape for small service-based businesses by offering an all-inclusive and affordable business management platform. The organization aims to empower and support service providers, including plumbers, electricians, and HVAC technicians, by equipping them with essential tools for effective operation and growth. The One Plan, All Features package ensures that even the smallest companies have access to the necessary resources.

Platform Overview

In this guide, you will discover a detailed roadmap for navigating the platform, optimizing its features, and streamlining processes from client requests to payment. It offers comprehensive guidance on essential tasks such as adding clients, creating estimates, jobs, invoices, and processing payments. Additionally, it addresses managing your own crew, tracking availability, and maintaining timesheets. By effectively utilizing these features, service providers can enhance their operational efficiency and reduce administrative burdens, ultimately improving the overall customer experience.