Houzz Pro

1. Download the app and sign up with your work email, then complete your company profile with logo, services, and tax settings. 2. Import or add leads and clients to the CRM, set up payment options, and connect your calendar for scheduling. 3. Create a project, add scope and items, build an estimate or proposal using templates, and send it for online approval and deposit collection. 4. Manage execution with tasks, timelines, and change orders, share files and messages through the client portal, and track time and expenses as work progresses. 5. Use advanced tools such as mood boards and 3D floor plans, convert approved estimates to invoices with online payments, and review analytics to optimize your pipeline and profitability.