Homeworks

Learn how to create a Level Billing Agreement to charge customers a consistent monthly amount.

Setup Guide: Level Billing Agreements

Linking Visits to a Level Billing Agreement

Extending a Level Billing Agreement

Deleting a Level Billing Agreement

Articles relating to Level Billing in Homeworks

Level Billing

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

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.

Style guide

Article page title

Home hero title

English

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

FAQs

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

Importing Customers into Homeworks

Creating Leads and Customers

Custom Customer Types

Customers

Setup Guide: Creating Properties for Customers

How to Edit a Property

Adding Default Items and Services to a Property

Properties

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

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

Payments