Xoaks Pro — Getting Started

Create account → verify phone → complete profile → job stories → orders · www.xoaks.com/pro

Overview — what you will do

1. Create your XoaksPro contractor account
2. Verify your cell phone
3. Complete Edit profile (photo, company, about, areas, skills, gallery)
4. Save to cloud and turn Online ON
5. Publish your first job story
6. Watch Orders for customer Call / Text / Book requests

Step 1: Create your XoaksPro account

Go to the pro sign-up page

• Open www.xoaks.com/pro and click Get started / Sign up, or
• Go directly to www.xoaks.com/pro/auth/signup

The sign-up page is titled Create XoaksPro account. Returning contractors should use Sign in to XoaksPro — do not create a second account.

Fill in the sign-up form

• Email and password, or continue with Google
• Complete any fields Clerk asks for (name, etc.)
• You may skip phone on the Clerk screen — you verify your cell number inside Xoaks next

After sign-up you are redirected to Verify phone. If stuck, sign in.

Step 2: Verify your phone

Phone verification is required before you can go Online and appear in customer search.

1. On Verify phone, enter your cell number (US, 10 digits) and tap Continue (or Save phone if you change it later)
2. On the code screen, enter the verification code (see launch demo mode below)
3. Tap Verify & continue — you reach the Pro dashboard

Direct link: /pro/auth/verify

Skip for now: You can skip verification and open the dashboard, but you cannot turn Online ON until your phone is verified. Use Profile → Verify your phone when you are ready.

Step 3: Why a complete profile matters

Customers find you on the map and search, on service + city pages (e.g. walk-in cooler repair in Sherman Oaks), and on your public profile. A full profile builds trust, shows what you do, and makes Call / Text / Book more likely. An incomplete profile may not show up well when customers search your area.

Step 4: Fill your full profile

Go to Pro portal → Edit profile and complete each section.

4a. Profile photo

• Upload a clear headshot or company logo
• Customers see this in search cards and on your public profile
• Click Save to cloud when done

4b. Personal & company info (required)

• First name and Last name (private — for your account)
• Nickname / Display name — what customers see
• Company name
• Phone & email — used for Call/Text
• Business address (street, city/ZIP + state) — sets your map pin

Click Save to cloud. Some fields are private (verification); others are visible on your public page.

4c. About your company

• Write a short company description (up to 2,000 characters)
• Shown on your public profile under About
• Text displays as full-width justified paragraphs on your public page

4d. Service areas

• Your home city (above) is your base on the map
• Add every extra city or ZIP you serve (up to 10)
• Example: Sherman Oaks, 91423, Studio City, 91604
• Extra areas expand where customers find you; they do not move your map pin

4e. Skills & services

• Select your trades: HVAC, appliances, plumbing, electrical, etc.
• Pick subcategories you actually do (e.g. walk-in cooler, refrigerator repair)
• These skills determine which service + city landing pages you can appear on

4f. Pricing (optional but helpful)

Hourly rate, service fee, or hide pricing — sets expectations before contact.

4g. Work gallery

• Upload real job photos (before/after, equipment, completed work)
• Up to 100 photos; on mobile upload 2–3 at a time if save is slow
• All saved photos are stored in the cloud — after sign-out/sign-in they reload from your account
• Public profile shows your 5 most recent photos
• Click Save to cloud and wait for Saved to cloud (may take 30–60 seconds for many photos)

4h. Save to cloud

When you are done editing any section, click Save to cloud at the top of Edit profile. One button saves text, photo, gallery, map pin, and service areas.

Step 5: Go online & check your public page

1. Go to Profile and turn Online ON to appear on the map and search. You may also appear on service + city pages (e.g. /services/walk-in-cooler-repair/sherman-oaks) when your skills and service area match.
2. Copy your Profile link (Share with clients) for Google Business Profile or email
3. Open your public page in incognito and confirm photo, About, skills, and gallery
4. Check your jobs completed count — published job stories show prominently on your profile header and in the Track record section (especially helpful before you have customer reviews)

Job stories — what they are and why you need them

A Job story is a real completed job you document with short notes and photos. Xoaks turns it into a local SEO page that helps customers and Google find you for that service + city.

Job stories do not auto-post to Google Business Profile, but they support your GMB and website SEO.

How to create a job story

Pro portal → Job stories → Document completed job

Add short notes and photos. Xoaks builds the SEO draft — you review before publishing.

Click Generate SEO / GEO Draft → review title, summary, FAQs → Approve & publish.

Edit or remove a job story

• Open the job story from Job stories → click Edit job story to change notes, SEO text, or photos (remove with ×, upload replacements; at least 1 photo required)
• To delete a story entirely, use Remove job story at the bottom of the story page (this removes the public SEO page too)

Rules

• Real jobs only — accurate city/ZIP and real photos
• No private customer info in photos (or get permission)
• Up to 5 job stories per 24 hours
• Save your pro profile first — stories link to your listing

Good habit

Publish one job story per city you serve. After a few weeks you’ll have local pages across your service area.

Orders & customer leads

Customer requests from your public profile land in Pro portal → Orders.

When the customer phone shows “number not shared”

If a customer uses Call or Text from their phone app and did not have a phone number saved in their Xoaks account, Orders may show:

This is normal — the site cannot read their number from a direct phone link. Check your recent calls or texts for their number, or ask them to use Book next time (Book requests include contact details when the customer provides them).

You can Edit any lead to add the customer’s phone after you reach them, and Add to client list to keep track.

Quick checklist for new pros

1. Sign up (new contractors only)
2. Verify phone — enter code 000000 (demo mode; no SMS yet)
3. Complete Edit profile — photo, company, About, areas, skills, gallery
4. Click Save to cloud when finished
5. Turn Online ON on Profile
6. Publish your first job story from Job stories
7. Watch Orders for Call / Text / Book leads

Tips

• Always Save to cloud after editing profile — your data syncs across devices and survives sign-out
• Use JPG photos from your phone when possible
• Read the SEO draft before publish — fix anything wrong; use Edit job story to update photos later
• Stay Online during business hours when you can take calls
• Check Orders daily — that’s where customer requests land
• If a lead shows number not shared, check your phone’s recent calls
• Questions? Contact us or email xoakscom@gmail.com