Welcome & Login

Welcome to HunterAccount Training.

About This Training.

This training walks you through everything you need to know to use HunterAccount effectively. There are 7 short modules, each taking 3-5 minutes to complete.

Quizzes and Certification.

Quizzes are optional. At the end of each module, there is a short quiz (5 questions). You do not have to take it — the training content is yours to read regardless. However, if you pass all 7 quizzes, you earn a HunterAccount Certified User certificate. It is proof you know the platform inside and out.

What is HunterAccount?

HunterAccount is your AI account-management platform. It keeps your recurring clients happy and paying by automating the account-manager work: tracking client health, sending check-ins, chasing no-responses, quoting, invoicing, tracking revenue, coordinating crews, and placing AI check-in phone calls.

Your job shrinks to reviewing and approving — the system does the legwork.

How to Log In.

1. Go to hunteraccount.com on your phone or computer.
2. Enter your PIN: 1950.
3. You are now in your dashboard.

First-Time Setup.

The first time you log in, do these three things:

1. Add your real clients. Replace demo accounts with actual client names, contacts, phone or email, and service type.
2. Add your crew on the Crews screen. Enter names and mobile numbers.
3. Confirm your business info shows correctly on quotes and invoices.

Health Colors — What They Mean.

• Green (8-10): Client is happy. No action needed.
• Yellow (5-7): System auto-sends a personal note. Just monitor.
• Red (1-4): Needs your personal attention. Call or visit today.

Ready? Click Next to continue to Module 2.