Homeworks

Importing Customers into Homeworks

Creating Leads and Customers

Custom Customer Types

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

Customers

Setup Guide: Creating Properties for Customers

How to Edit a Property

Adding Default Items and Services to a Property

Articles relating to properties in Homeworks

Properties

Provide each of your customers with the ability to view estimates, invoices, payments, services, and request work all in one place.

The Customer Portal Explained

Managing Customer Portal Settings

Customer Portal

Adding a New Tag

How to View Tags and Their Usage

How to Edit a Customer

Change Customer to Inactive Status

Change Customer Status to Active

Write Off Customer With Balance Remaining

Restore a Deleted Customer

How to Change the Location of a Property if it's Wrong on Maps / Routes

How to Bulk Add Tags to Customers

How to Filter the Customers Page

My Customer Can’t Access Their Portal

Questions and answers regarding customers in Homeworks

FAQs

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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.

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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.

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.

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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?

Built for Home Services

The Man Behind Homeworks

About Homeworks

Innovation Over Stagnation

Proven Systems in Action

Why Homeworks is Different

Getting Started

Why These Best Practices Matter

Best Practices

Team Management & Accountability

Customer Payments & Finance

Creating a Homeworks Account

Import Your Data Into Homeworks

Setup Guide: Multi-Location Office Login

Homeworks Academy

White Glove Onboarding

Account Setup & Registration

Set Up Guide: Stripe

Setup Guide: PayPal

How Taxes Work in Homeworks

First-Time Configuration

Settings

Team Management

Add, Remove, or Edit an Employee.

Permissions: how to restrict access for some teammates

Setup Guide: Requiring Employees to Clock In Before Viewing the Calendar

Set Hourly Rates for Employees

Setup Guide: Creating and Editing Crews

Employees

Overview: Time Tracking in Homeworks

Setup Guide: Setting Budgeted Hours for Your Team

Feature Overview: Live GPS Employee Tracking

Comparing Budget Hours vs. Actual Hours

Time Tracking

Setup Guide: Creating Vendors and Suppliers

How to Delete a Vendor or Supplier

Vendors & Suppliers

Inventory & Services

Setup Guide: Creating Your Items & Services

Setup Guide: Managing Inventory Items in Homeworks

Setup Guide: Creating Packages

Setup Guide: Rate Matrix

Estimating with Rate Matrices

Bulk Updating Prices for Items and Services

Items & Services

How to Add New Trucks/Equipment

Adding a New Part to Equipment

Tracking Mileage with Routes

Trucks / Equipment

Setup Guide: Adding a New Chemical

Setup Guide: Adding a New Chemical Application

Chemical Applications

Jobs & Routing

Overview: The Calendar Page

Overview: The All Events Page

Using the Unscheduled Work Feature

Setup Guide: Creating Recurring Visits

Editing an Existing Recurring Series of Visits

Setup Guide: Creating and Managing Off-Seasons

Setup Guide: Creating a To-Do

Setup Guide: Creating and Using Visit Forms

Completing Visits in Homeworks

Skipping an Event in Homeworks

Schedule

Overview: The Dispatch Board

Workflow: Optimizing a Route for a Single Crew

Workflow: Rescheduling Visits from the Dispatch Board

Adding Notes for the Dispatcher

Coloring Visits on the Dispatch Board

Routing

Setup Guide: Multi-Step Programs

Multi-Step Programs

Feature Guide: Quick Dispatch

Setup Guide: Creating a Quick Dispatch Template

Manage Your Snow Routes with Quick Dispatch (Step-by-Step)

Quick Dispatch

Finances

Setup Guide: Auto-Charging Invoices

Adding a Payment

Viewing and Sending Receipts

Troubleshooting: Refunding a Payment

Troubleshooting: Deleting a Payment

Understanding Late Fee Rules

Add a Credit to a Customer's Account

Applying a Customer’s Credit to an Invoice

Customer Statements

Payments

Articles

Collections