We believe software should earn its seat at the table.
We’ve also built and scaled multiple home service businesses.
Growth is what exposes broken systems.
It’s also what creates opportunity.
If your business doesn’t grow at least 10% in your first year using Homeworks, we’ll refund your software fees.
If Homeworks isn’t helping you book more work, run cleaner days, and get paid faster, it shouldn’t cost you a dollar.
This is our Growth Guarantee.
What does the Growth Guarantee cover?
If your business experiences less than 10% revenue growth during your first 12 months using Homeworks, you may be eligible for a refund of your Homeworks software subscription fees.
To qualify, you must meet both:
The account usage requirements
The financial verification requirements
Eligibility Requirements
Maintain an active subscription
You must:
Maintain a paid Homeworks subscription for 12 consecutive months
Use Homeworks throughout the entire 12-month measurement period
What counts as "using" Homeworks?
To qualify, your account must demonstrate ongoing business activity throughout the year.
At a minimum, your account must include:
At least one user login in 9 of the 12 months
Customer or property creation or updates during each calendar quarter
At least one revenue-related activity during each calendar quarter, including:
Estimate creation
Job creation or completion
Invoice creation
Payment collection
Recurring billing activity
Important: If your account does not meet these minimum usage requirements, it is not eligible for the Growth Guarantee.
Financial Verification Requirements
To verify your business growth, submit one of the following document sets.
Option 1: Government-Issued Tax Returns
Provide:
Your government-issued tax return covering the 12 months immediately before using Homeworks
Your government-issued tax return covering your first full 12 months using Homeworks
Option 2: CPA-Certified Profit & Loss Statements
Provide:
Profit & Loss statements covering the 12 months immediately before using Homeworks
Profit & Loss statements covering your first 12 months using Homeworks
All Profit & Loss statements must be:
Prepared or reviewed by a licensed CPA
Accompanied by a CPA certification or written attestation confirming their accuracy
CPA Certification Requirements
If you're submitting Profit & Loss statements, the CPA certification must include:
CPA name
CPA firm (if applicable)
Active license number
Licensing jurisdiction
A signed statement certifying the accuracy of the submitted financial documents
The CPA review may be part of your existing accounting relationship or arranged specifically for your Growth Guarantee claim.
Note: Any costs associated with CPA certification are the responsibility of the customer.
How to Submit a Growth Guarantee Claim
Once you've completed your first 12 months using Homeworks:
Gather your required financial verification documents.
Cancel your Homeworks subscription. The guarantee is only available for members who do not continue using Homeworks.
Email support@copilotcrm.com with:
Your supporting documents attached
A request to have your business growth validated under the Homeworks Growth Guarantee
Our team will manually review your submission.
We'll notify you of our decision.
If your business qualifies, you'll receive a refund of your Homeworks software subscription fees.
Frequently Asked Questions
Is the guarantee based on revenue or profit?
Is the guarantee based on revenue or profit?
The Growth Guarantee measures business growth using your submitted financial documentation. We review both revenue and profit to see if either increased by at least 10% in the 12 month period.
What happens if I stop using Homeworks before 12 months?
What happens if I stop using Homeworks before 12 months?
The guarantee only applies to customers who maintain an active paid subscription and meet the required usage standards throughout the full 12-month period.
Can I qualify if I rarely log into Homeworks?
Can I qualify if I rarely log into Homeworks?
No. The guarantee requires consistent use of the platform, including user logins, customer management activity, and operational activity throughout the year.
Who pays for CPA certification?
Who pays for CPA certification?
Any CPA review or certification costs are the responsibility of the customer.
How long does the review take?
How long does the review take?
Review times vary depending on the completeness of your submission. If additional information is required, our team will contact you before making a final determination.