HeyPros

What is the manager account

Manager’s Workflow - Creating a work order

Posting a Work Order

Editing Work Orders

Updating Work Order Dates

Updating Work Orders - Price

Canceling Work Orders

Work Orders: Workflow View

How to Close Out a Work Order

What is the Contractor Crew Member Role?

How To Improve Your Margins Using HeyPros

How to Leave Reviews for Subs

The Different Types of Work Orders

Work Order Statuses: What Each Status Means (and who moves it)

How to Create a Change Order

What is a Public Work Order?

Cody T

Alex Johnson

Unlock the full potential of HeyPros with insights on how to use it effectively in your role as a manager

Using HeyPros as a Manager

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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