You have 30 days from the start of your eligible paid subscription to complete all required onboarding checklist items assigned to your account.

For existing Free Trial or Solo users, your 30-day period begins when you upgrade to an eligible paid plan.

All required steps must be completed within that 30-day period to qualify for the promotion.

Each checklist item must be actually completed in Homeworks. Simply marking a checklist item as complete is not enough.

For example, if your checklist includes Create Your First Estimate, you must actually create an estimate in Homeworks. Clicking Mark as completed without creating an estimate does not satisfy that requirement.

The Homeworks team manually verifies checklist completion by confirming that the required actions were actually performed within your 30-day eligibility period.

Important: A checklist that appears 100% complete in your account does not guarantee that you have qualified for the promotion.

If our team finds that one or more requirements were not completed, we'll reach out to let you know which items still need attention. You can complete those requirements and contact the Homeworks Support team to request another verification.

Any missing requirements must still be completed within your original 30-day eligibility period. Re-verification does not extend or restart your 30-day deadline.

Your onboarding checklist is personalized based on the answers you provide in your new account survey. Because of this, not every Homeworks customer will receive exactly the same checklist.

To qualify for the promotion, you must complete every checklist step assigned to your account within your 30-day eligibility period.

Most checklist steps are assigned to all eligible customers. However, Import Your Customers and Add Your Team are only assigned when they apply to your business based on your survey responses.

Important: You are only responsible for completing the steps that appear on your assigned onboarding checklist. If a conditional step does not appear on your checklist, you do not need to complete it to qualify for the promotion.

Below is what is required for each possible checklist step to be considered complete.
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Requirement: Create your Homeworks account.

This step is complete once your Homeworks account has been successfully created.

Requirement: Register for the next upcoming set of morning or afternoon Implementation Sessions.

Choose the session schedule that works for you and complete your registration for the upcoming onboarding sessions.

Requirement: Attend all five Implementation Sessions.

You must attend the Google Meet session on each of the following days:

You must be present for at least 30 minutes during each session for that day's attendance to count.

This is a conditional checklist step.

This step will appear if you indicate in your new account survey that you're moving to Homeworks from another CRM and have existing customer data to import.

Requirement: Import your existing customers into your Homeworks account.

If you indicate that Homeworks is your first CRM and you do not have existing customer data to import, this step will not appear on your checklist.

Requirement: Upload your business's logo to your Homeworks account.

Your business logo must be uploaded in Settings for this step to be considered complete.

Requirement: Connect a Stripe account to Homeworks.

Go to Settings and complete the Stripe connection process so your Stripe account is connected to your Homeworks account.

This is a conditional checklist step.

This step will appear if you indicate in your new account survey that your business has additional team members or employees.

Requirement: Add at least one additional user seat to your Homeworks account.

Your account owner seat does not count toward this requirement. You must add at least one user seat other than the owner seat.

If you indicate that you're an owner-operator and do not have any additional employees or team members, Add Your Team will not appear on your checklist.

Note: Additional user seats may result in additional charges. These charges are separate from your base subscription and are not included in the promotional credit.

Requirement: Create at least one customer in your Homeworks account.

Requirement: Create at least one estimate in your Homeworks account.

Requirement: Create at least one visit event in your Homeworks account.

Requirement: Create at least one payment in your Homeworks account.

The promotional credit covers one month of your base Homeworks subscription on an eligible paid plan.

Your base subscription is the standard flat-rate subscription price for your Growth or Enterprise plan.

The promotion does not cover additional usage, add-ons, or à la carte charges.

You remain responsible for charges outside of your base subscription, including:

Example: If your base subscription is credited for the month but you have additional employee logins at $15 per month, those login charges will still be billed.

Similarly, if you send SMS messages billed at $0.03 per segment and incur $500 in SMS charges, those charges remain your responsibility. The promotional credit applies only to your base subscription.

That's normal. Your checklist is personalized based on your answers to the new account survey.

Two steps may not appear depending on your survey responses:

If one of these steps does not appear on your checklist, you do not need to complete it to qualify for the promotion.

All required checklist items must be completed within 30 days of starting your eligible paid subscription.

If the full checklist assigned to your account is not completed within that timeframe, you will not qualify for the promotional base subscription credit.

We recommend starting your checklist as soon as you activate your paid plan so you have plenty of time to complete each requirement.

If you're currently on a Free Trial or Solo plan: