Itzhome Academy Live - ITZHOME - Find, Connect and Book Home Service Providers Forum

Managing your Day to Day Operations (Client reports + Cron Tab)

Itzhome — Tue, 24 Mar 2026 11:53:08 +0000

https://drive.google.com/file/d/1PVBAykvzJIDDiVr9DIyc3umZhm2n2PUX/view

Reports within Itzhome Platform

Itzhome — Tue, 24 Feb 2026 16:40:07 +0000

In the below video, we take a look at how you can see your regular and one-off cleans for each month. These reports allow you to further understand your business and allow you to keep up to date book keeping and financial figures.

https://drive.google.com/file/d/1WsqoeM9rgRNoB0NvJdzkWnq-kQrpdXkg/view?

Sending Quotes and follow ups

Itzhome Support — Mon, 09 Feb 2026 16:58:46 +0000

https://drive.google.com/file/d/1gYwz1plOGfRP_o6t5iJqTozEwfvD5F7V/view

Monthly Reports Within Client Manager

Itzhome Support — Mon, 20 Oct 2025 12:38:50 +0000

In this video, we take a look at Client Manager and how you can use it for monthly reports. This includes using this for the created option allowing you to see enquirers on a monthly basis.

There are many amazing features to the Client Manager and you can find out more about them here: https://itzhome.com/pro-community/itzhome-academy-live/understanding-deals-within-your-pipelines/#post-134

https://drive.google.com/file/d/143AkHcmTLakxbCVQmJrSaA6KopM-BFT5/view

Understanding Deals within your Pipelines

Itzhome Support — Wed, 27 Aug 2025 15:32:33 +0000

In this video it will outline in detail the information you can find within a deal inside the Client Manager

https://drive.google.com/file/d/15-QJQh-yjPubjrDjglj8l6O8yt0yNFAk/view