← Back to Courses
beginner Earn: Core User

Getting Started with Local Business Pro

Whether you're new to Local Business Pro or just want a refresher on the basics, this course will get you up and running fast. We'll cover everything from your first login to managing customers and scheduling jobs—plus essential mobile app features for the field.

45 minutes 4 modules, 12 lessons
Start Course
Getting Started with Local Business Pro

What You'll Learn

Navigate your dashboard with confidence
Add and manage customers effectively
Create and schedule jobs
Use the mobile app for field work

Course Content

Welcome & Dashboard Overview

3 lessons

Get familiar with your new command center.

Customizing Your View Arrange your dashboard to fit your workflow. 3 min Dashboard Walkthrough Learn what each section of your dashboard shows and why it matters. 4 min Your First Login Log in for the first time and take a quick tour of the interface. 3 min

Managing Customers

3 lessons

Master the CRM basics for customer success.

Adding Your First Customer Create your first customer profile with all the essential information. 4 min Customer Profiles Explained Understand everything stored in a customer profile and why it matters. 5 min Finding and Filtering Customers Quickly find any customer using search and filters. 3 min

Jobs & Scheduling Basics

3 lessons

Create jobs and manage your calendar.

Creating a Job Walk through creating your first job from start to finish. 4 min Job Statuses and Workflow Understand the job lifecycle from scheduled to complete. 4 min Using the Calendar Navigate the calendar view and schedule jobs efficiently. 4 min

Mobile App Essentials

3 lessons

Get productive on the go.

Key Mobile Features Discover the most useful mobile features for field work. 4 min Installing and Logging In Get the mobile app set up on your device. 3 min Voice Commands Introduction Use your voice to work hands-free. 3 min