Homeworks

Learn what Homeworks is, why it was built, and how it’s different from traditional home service CRMs.

Homeworks Overview

Start here to create your account, migrate data and learn the basics of Homeworks.

Getting Started

Add and manage employees, handle time tracking, and organize crews.

Team Management

Manage customer profiles, properties and tags, and use the customer portal.

Customers

Configure items, services, chemicals and equipment, including price matrices.

Inventory & Services

Jobs & Routing

Articles relating to the "Finances" tab in Homeworks

Finances

Use Homeworks' reports and KPIs to understand your business metrics.

Know Your Numbers

Tools & Features

Articles relating to the Field Force mobile app

Field Force App

Articles relating to the "Integrations" tab in Homeworks

Integrations

Find quick answers or fixes—common errors, FAQs and how to resolve them.

FAQs & Troubleshooting

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Find answers and get help from Intercom Support and Community Experts

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Volume, creators and topics for your company.

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Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Advice and answers from the Homeworks team.

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