Your 10-Step Checklist to Getting Started
Welcome to MarketSharp! After partnering with thousands of home service professionals, we know the road to success starts with a few simple first steps. Use our roadmap checklist to learn the ten essential system workflows, and in no time, you’ll be a MarketSharp super user. Download our printable roadmap!
STEP 1. LogIn toYourMarketSharp Admin Account
Let’s start with the basics. Click the link below to log in to your MarketSharp account.
You need three things: 1.) Your company ID 2.) Username 3.) Password.
Your Implementation Manager emailed this information to you. However, don’t hesitate to ask them to resend it if you have trouble locating it.
Once logged in, click on the “Admin” tab in the top right navigation bar.
Note: Not all employee profiles will include this section. Admin access is restricted to higher-level employees like managers and owners.
STEP 2. Complete the General Setup
Review and, if needed, update your business’s contact information in the “Admin” section.
To review it, find the “Company Setup”menu, then select “General Setup.”
Review the pre-populated information to confirm its accuracy and add any missing information.
Next, scroll down and upload your company logo to personalize your MarketSharp account.
NOTE: Your contact information and logo will auto-populate in various places across the software. So, it’s essential to verify their accuracy.
STEP 3. Complete Your Employee Setup
It’s time to create a profile for each of your employees.
To start, navigate to the “Admin” section and find the “Employee Setup” menu. Select “Employee Maintenance” from the menu options.
To create new profiles, click the “Add New Employee” button in the left-hand corner.
Complete the fields to build out the profile. Required fields include a name, username, password, and employee type.
The “Employee Type” function assigns role-specific permissions to the profile. This way, each team member has the proper MarketSharp functionality to complete their jobs.
NOTE:We recommend that every employee have their own account rather than creating a shared login. This ensures MarketSharp can accurately track employee activity within the system, giving you better reporting and increased oversight.
STEP 4. Set Itemized Permissions for Employees
You can customize each employee’s permissions based on their individual needs. For example, if you have an employee with more than one role within your business.
You can set itemized permission in the same menu where you create employee profiles. As a reminder, navigate to “Employee Setup” and click “Employee Maintenance.”
Next, click the key icon next to the employee’s name.
Itemized permissions are separated into six categories based on their function:
A.) Feature Permissions
You can select which MarketSharp features are included in your employee’s account.
You can allow a team member “All Access” to a feature or set limits by selecting a combination of “View,” “Edit,” “Delete,” and “Export.”
For example, setting the “Lead” permission to “View” and “Edit” means the employee can see and modify leads. However, if “Delete” and “Export” are unchecked, they won’t be able to delete or export leads from the system.
B.) List Permissions
Here, you can control which dropdown menus the employee will be featured in.
C.) Field Permissions
This only applies to employees who are restricted to the mobile app. If the employee has access to the desktop version of MarketSharp, these permissions will not impact them.
D.) View Contact Permissions
This controls which types of contacts the employee can view within MarketSharp.
E.) View Appointment Permissions
Here, you can decide whether your sales reps can view appointments as soon as they are added to the calendar or if appointments are only viewable on or after their scheduled date.
F.) View Dashboard Items Permissions
This enables you to customize which metric charts and graphs are featured on your employee’s MarketSharp dashboard.
STEP 5. Enter a New Lead
Next, learn to enter data into MarketSharp by creating a new lead. You can create a test lead if you don’t currently have a real lead to enter.
Click the “Contacts” tab in the top left navigation bar to start.
On the left-hand side, you’ll see the three types of Contacts in MarketSharp: 1.) Prospects 2.) Leads 3.) Customers.
To create a new lead, find the “Leads” menu and click “Leads Record View.”
Next, click “Add New Lead” in the top right corner.
Fill out the lead’s information and select “Check for Duplicates.”
MarketSharp will list any potential duplicates already in your system. Confirm whether or not the new lead matches the existing record.
The new information will be added to the existing contact if it's a duplicate. If it’s not, select “Create New” at the bottom of the page.
The “Contact Maintenance”window will open. Add any additional information for the lead, then select “Save and Add Inquiry” at the bottom.
Step 6. Create an Inquiry for the New Lead
In MarketSharp, an “Inquiry” is a record of the product or service the new lead is interested in potentially purchasing from your business.
In the “Inquiry” window, you can record which team member contacted the lead, when the inquiry was made, the lead source, and the product or service the lead is interested in.
NOTE:MarketSharp features many editable dropdown menus. You can identify editable menus by the blue box located to their right.
It’s critical that you never modify an existing item in the dropdown.
Modifying a dropdown item will impact historical data in your system.
If an item is no longer relevant, uncheck its “Active” button and add a new item to the menu.
Finally, select “Save & Add Appointment” from the bottom of the window.
STEP 7. Add an Appointment for the New Lead
The Appointment window will automatically open. In this window, you can assign the appointment to a salesperson, select the date and time, and record relevant notes about the lead.
Select “Save” at the bottom of the window. The appointment will be added to the calendar of the assigned salesperson.
STEP 8. Enter the Appointment Result
After the appointment is completed, record the result in MarketSharp.
To do this, navigate to the “Contact” tab, then select “Leads Record View” on the left-hand side.
Finally, click “Inquiries & Appointments” in the blue navigation bar.
Locate the correct appointment record and click “Edit” on the right.
In the “Add/Edit Lead Appointment” window, use the “Appt Result” and “Result Reason” dropdowns to record the outcome.
The “Appt Result” dropdown documents what occurred in broad terms. For example, “No Demo” indicates the sales rep was unable to deliver a demo of your product/services.
The “Result Reason” dropdown gives context to why the outcome occurred. For example, “Cancel/Lead” indicates the demo didn’t happen because the lead canceled.
If you land the sale, select “Demo/Sold” from the “Appt Result” dropdown. Then, click “Save & Create Job.”
NOTE: Selecting “Demo/Sold” is the only way to convert a lead into a customer in MarketSharp.
STEP 9. Build a Job for the New Customer
After you click “Save & Create Job,” the job window will automatically open. Complete the required fields.
The “Contract Status” dropdown has four statuses and contributes to your Net and Gross reporting. Jobs marked with any of the four statuses will be added to your Gross, while only jobs marked as “Approved” will impact your Net.
The “Contract Date” auto-populates with the current date, assuming the client approved the sale on the day you enter it into the system. However, the field can be backdated.
“Job Sale Date” is optional. You only need to use this field if you want to track an additional date outside of “Contract Date.” For example, logging the day the payment was fully processed and hit your bank account.
NOTE: You can’t create a job unless it has a supporting inquiry and an appointment marked as “Demo/Sold.”You’ll log these with the “Lead Inquiry” and “Sold Appointment” dropdowns.
The “Product & Services”section records what the customer is purchasing from you.
In this section, use the “Sales Type” dropdown to mark a product as “Original Contract,” meaning it was included in the original job order.
If the customer adds to their order during the job, you can add the new product/service and mark it as an “Addendum.”
Hit “Save” to create the job in MarketSharp.
STEP 10. Close the Job
The simplest way to close a job is by adding a “Product Completion Date.”
To do this, navigate to the “Contacts” tab.
Next, find the “Customers” menu on the left-hand side and click “Customers Record View.”
Finally, search for the relevant customer’s profile.
Click the “Jobs” tab in the mid-page blue navigation bar on the customer profile.
Under the relevant job is the “Products” list. It includes all products the customer has purchased from you. Click “Details” on each product listed.
When you select “Details,” the “Product” window will open.
Add the “Product Completion Date,” then click “Save” to update MarketSharp.
MarketSharp considers a job complete when all attached products have a “Product Completion Date.”
The current date will auto-populate in the “Job Completion Date” field on the job record.
NOTE: If your company utilizes production, you’ll need to use an alternate method to close jobs. Contact your Implementation Manager for a walkthrough of this process.
Congratulations! You’ve completed the MarketSharp Roadmap to Success. Reach out to your Implementation Manager to schedule your personal training sessions to build on what you’ve already learned.
You can also contact our support team at email@example.com or (800) 335-4254 if you have any additional questions.