In three sessions below, Houzz Pro experts answer your biggest questions and help you master our software.
During each video session, our in-house experts will show you how to:
- Source products with the Houzz Pro Clipper to help create multi-page Mood Boards and visual Proposals that your clients can easily review, sign, and pay online
- Learn how to use Houzz Pro invoicing tools, create payment schedules, and send automatic reminders to get paid on time
- Learn about our new Contracts feature
- Win clients and move projects forward with our best-in-class 3D Floor Plans
- Elevate your client experience and streamline the selection process with beautifully organized, visual Selection Boards
- Give clients access to project details, financials, selections, and more in one spot through their Client Dashboard
- Use the Selections Tracker to get an up-to-date source of truth for every product’s order status, specs, vendor info, financial details and more.
Day 1: Product Sourcing, Proposals, & Invoicing
Watch the first installment of the Houzz Pro Designer Academy series, where we'll explore the tools for sourcing products, creating compelling Mood Boards and proposals and streamlining invoicing processes.
Key Takeaways:
- Check out our new Contracts feature
- Discover how to source products with the Houzz Pro Clipper, create Multi-page Mood Boards and visual Proposals that your clients can easily review, sign and pay online. Learn advanced tips like how to group items and propose custom orders.
- Learn about our invoicing tools, how to create payment schedules and send automatic reminders to get paid on time.
- Learn how our QuickBooks Online integration will keep bookkeeping records in order with no additional work.
- Learn about our financing partnership with Figure to offer HELOC loans
- Learn how to track time and expenses for your entire team and turn these hours into invoices in one click.
Pro tip: Download the Houzz Pro Clipper if you haven’t already to help you follow along with our demo.
Day 2: Elevating Your Client Experience
Watch the second installment of the Houzz Pro Designer Academy series, where we'll dive into how to elevate your client experience from the initial meeting all the way to client presentation and the selections process.
Key Takeaways:
- Learn how to wow clients with the 3D Floor Planner
- Elevate your client experience and streamline the selection process with beautifully organized, visual Selection Boards.
- Give clients access to project details, financials, selections, and more in one spot with the Client Dashboard.
- Get familiar with Houzz Pro's in-product navigation updates including access to Houzz Pro Training, Learn Blog, Help Center, and Events.
Day 3: Team Tools & Managing Procurement
Watch the final installment of the Houzz Pro Designer Academy Series, where we'll show you how to manage procurement like a pro, accurately track project profitability and will share advanced tips on team management and collaboration.
Key Takeaways:
- Learn the ins and outs of creating POs in Houzz Pro
- Learn how your team can use the Selections Tracker to get an up-to-date source of truth for every product’s order status, specs, vendor info, financial details and more.
- Learn about Houzz Pro Financials Reports & tools. Generate financial reports to monitor your business health, files sales tax easily, and track project profitability with our Budget tool.
- Learn how to effectively manage teams and permissions, use team chat to collaborate as a team and how to integrate with Google Drive to keep all project files in one place
New to Houzz Pro? Join one of our upcoming Getting Started webinars to get up to speed and set your firm for success!
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