Setup to Your Marketing OS
Get your handyman marketing system up and running fast and easy.
👋 We’re excited to help you grow your home services business with a comprehensive marketing system designed to drive business growth. This guide will walk you through your first steps so you can hit the ground running.
Let’s get you into your dashboard.
- Check Your Email
Look for a message from us titled "Welcome to Your Better Story Marketing System".
Click the link inside to log in for the first time. - Set Your Password
You’ll be prompted to create a secure password.
- Bookmark the Login Page
Save this link so you can easily return to your dashboard.
This is the info that powers your site, emails, and automations. Let's make sure it’s right!
- Go to Settings → Business Profile
Add your business name, email, phone, and address. - Upload Your Logo
Your logo appears on your site and lead forms.
- Update Your Time Zone
So appointments and automations run smoothly.
Related Guides
If others are helping you manage leads or schedule jobs, here’s how to bring them in.
- Go to Settings → Team Management
Click “Add User”. - Enter Their Info
Fill in name, email, role, and permissions.
- Send Login Info
They’ll get their own login link to join the system.
Related Guides
Action Plan
Now that your profile and team are ready, you’re set to start plugging in the rest of your system: emails, website, lead generator, and more. Follow along with the rest of your setup videos to keep building momentum.
If you ever feel stuck, we’re just a message away.
Frequently Asked Questions
