Creating a budget for home service businesses

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QuickBooks Online: Setting up benchmarking statistics

Welcome to Mastermind Online. Join Lillie from Housecall Pro and James Griner of Waterford Business Solutions as they guide Pros through setting up their business details in their Housecall Pro accounts with Live Plan. Live Plan is business budgeting software that can help businesses streamline the budgeting process. The team will walk through the setup step-by-step to show you how best to set your home service business up for ongoing success.

In this video, we cover:

  • Review budgeting
  • Comparing to actuals
  • Utilizing the budget & comparison tools ongoing
  • Starting your next budget plan
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Housecall Pro makes it simple to run your business. Through our software, you can dispatch techs, schedule appointments, create estimates and invoices, take payments, manage reviews and so much more – all on one platform.

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