Home2Smart - Service Tech Hiring Dashboard

H2S Screening Form

Initial VA-led screening form for service tech candidates.

First Name

Last Name

Phone

Notes / Concerns

Tools Requirements Met?

Experience Level

Commute OK?

Weekday Daytime Available?

Evenings / Saturday Available?

Screening Outcome

Effort / Willingness To Take Interviews

Tech Interview Form

Deep VA interview phase for technical assessment.

Candidate First Name

Candidate Last Name

Candidate Email

Candidate Phone

Job Types Confident In

Judgment Criteria

Troubleshooting Scenario

Jobs Per Week Desired

Worked 1099 Before?

Other Job?

Balancing Both Jobs / Schedule Plan

Responsibility Management

Communication / Navigation

Interview Outcome

Interview Notes

Hours Tracking

Log your daily work with AI-powered productivity analysis.

Candidate Review

AI-powered candidate evaluations with manual review capabilities.

Training Resources

Complete trainings to build your knowledge base

Training Management

Add or edit training modules.

Create Training

Basics

Training Title

Required.

Training Category

Pick the category that fits.

Estimated Minutes

Optional.

Videos

Drag rows to reorder. Titles are optional. YouTube + Loom only.

Description (optional)

If blank, we auto-generate a clean summary from the video titles.

Existing Resources

Submit Deliverable

Related Task

This links the submission to a specific task so the library stays precise.

Title

Description

Attach File (optional)

Drag and drop files here, or click to browse

Supports multiple files

SMS Inbox

Threads from Twilio

Select a thread

Click a phone number on the left — or press New to start one

No thread selected.

Tasks

Active tasks, documents, and action items.

Admin Dashboard

Comprehensive overview of operations, deliverables, training, and productivity metrics

Proof Packs

Upload proof photos and videos for your bundles page. The system handles rotation automatically.

Upload

Drop files to add to your library

Click anywhere to browse. Right-click assets in the Library to optimize/replace.

Defaults are tuned for speed: WebP/AVIF + resize + quality.

Optimize images (WebP/AVIF + compress)

Format Quality 72 Max px

Runs locally in your browser before upload. Videos unaffected.

Quick Asset Tools

Paste an asset_id (best) or a storage URL. Use this to open an asset in the editor or optimize it to WebP/AVIF.

Tip: The optimization settings above (Format/Quality/Max px) apply here too.

Live on Bundles Page

Your Assets

Total Assets

Videos

Photos

20 of 20

Active offer

Select an offer to begin

Step 1 of 5: Add Services

Offer Details

Name + price (auto-calculates unless you override)

Offer Name *

Spacer

Offer Price

Press Enter to set a fixed package price (optional).

What's Included

Services in this offer

No services added yet

Build your offer by adding services and add-ons.

Advanced Options

Optional pricing calculations

Let the system calculate your offer price by adding up individual service prices. Most people just set the price above instead.

Regular Pricing

Add up all service prices (no discount)

Percentage Discount

Take a % off the total (e.g., "20% off")

Dollar Discount

Take a fixed amount off (e.g., "$50 off")

Fixed Package Price

Set one price for everything (ignores individual prices)

Messaging & Details

Optional marketing content

Category *

Market *

Primary Avatar *

Intended Goal *

Headline (Ad-Ready) *

1-Sentence Promise *

Offer Start Date

Offer End Date

Scarcity Mechanism

Risk Reversal

The Deal

What's Included

What's Not Included / Upcharges

Eligibility Rules

Redemption Rules

Dream Outcome

Likelihood of Achievement (Proof, Process, Guarantees)

Time Delay (How Fast They Get Results)

Effort + Sacrifice (What You Remove/Simplify)

Competitor Reality Check

Competitor Price Range Found

How We're Different (Not Cheaper, Better)

Why Someone Chooses Us Even If Not Lowest Price

Booking Page Microcopy (2-4 lines)

SMS Confirmation Copy

SMS Reminder (24h)

If Customer Asks About Price Line

Tech Broadcast Message

5 Hooks (one per line, keep short)

3 Primary Objections + Rebuttal (one per line)

3 Proof Ideas (one per line)

What to Say In-Home (one per line)

Special Instructions

Capacity Assumption

Cancellation Risks

Unit Economics Notes

Where Can This Break (Edge Cases That Destroy Margin)

Safeguards to Prevent Margin Bleed

Best-Case Outcome If This Works

Worst-Case Risk If This Fails

Confidence Score (1-10)

Why

Offer Factory

READY = brief exists + linked. Hydrates from one endpoint.

READY

DRAFTS / NEEDS EXPORT

BROKEN

No offer selected

N/A N/A

Standards Check

Fill in details to check standards

Pricing Breakdown

Add services to see totals

Insights & Suggestions

Quick tips + optional data

Preview

Bundle 3+ services to increase perceived value. Keep the offer name outcome-driven and time-bound.

How This Offer Is Performing

Metrics appear after deployment

Preview

Save the offer and deploy it to start seeing page views and conversions. Tracking updates automatically once campaigns run.

Select an offer

Click an offer on the left to set it as the active offer. The active offer is used across Builder + Frameworks, and it stays selected.

Ready

Select an offer to view details.

Welcome to Home2Smart

H2S Screening Form

Tech Interview Form

Hours Tracking

Candidate Review

Your Training Progress

Training Resources

Training Management

Create Training

Existing Resources

Submit Deliverable

Tasks

Admin Dashboard

Offer Details

What's Included

Advanced Options

Messaging & Details

The Deal

Competitor Reality Check

Unit Economics Notes

Offer Factory

Standards Check

Pricing Breakdown

Insights & Suggestions

How This Offer Is Performing