Homeworks

Customer Settings

Estimate Settings

Schedule Settings

Learn how to configure invoice settings in Homeworks, including numbering, delivery preferences, and visibility options.

Invoice Settings

Learn how to configure payment-related settings in Homeworks, including Stripe, PayPal, Auto-Charge, and receipt templates.

Payment Settings

Learn how to personalize your Homeworks interface, including display formats, notifications, and dark mode.

Interface Settings

Requiring a payment method on file gives you confidence that customers will follow through with payment once the service is complete.

Setup Guide: Requiring a Payment Method on File

Automatically send customer invoices on a daily, weekly, or monthly schedule in Homeworks.

Setup Guide: Auto-Sending Invoices

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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.

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

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

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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.

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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.

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

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

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

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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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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.

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Homeworks Overview

What is Homeworks?

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