Homeworks

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Tools & Features

Setup Guide for Text Messaging

Text Messaging Templates

Send a Text Message

Sending Mass Marketing Text Messages

Mark text conversations as "Open" or "Done"

Learn how to copy direct links to images and videos anywhere in Homeworks and Field Force.

Send Your Customers a Direct Link to an Image or Video

Learn how SMS segments, character encoding, emojis, and Unicode affect message length, delivery, and billing in Homeworks.

The Best Practices For Writing SMS Messages

SMS Texting

Learn how SMS usage is billed in Homeworks, including pricing, plan allowances, and monthly billing.

FAQ: How Does SMS Billing Work?

Can my customers unsubscribe from my SMS messages?

How can I create a group for text messaging?

Questions and answers regarding Copilot's SMS texting feature

FAQs

Setup Guide for Email

Sending Mass Marketing Emails

Setup Guide: Create a New Email Template

Marketplace Bundles

Homeworks' email builder lets you create professional, branded emails easily—no coding needed. Simple, flexible, and fast.

Navigating the Email Builder

Email Merge Tags For Event Notes

Unsubscribe Link on Emails

Email

How to Avoid Email Spam Filters

How to View Emails Sent to a Customer

How to Send an Invoice via Email

Legacy Automation vs. Sequence Automation: What should I use?

Articles relating to automations in Homeworks

Automations

Creating a New Automation

Automation Trigger Conditions

Customer Specific Automations

Estimate Specific Automations

Invoice Specific Automations

Automation History

Legacy Automations

Sequence Automations

Upsells are easy, relevant, and profitable ways to boost revenue by offering add-on services while your crew is already on-site.

Setup Guide: Upsells

How do I review and approve upsells in Homeworks?

Upsells

Learn how to use the Waitlist to manage upcoming visits before adding them to your calendar.

Overview of the Waitlist

Adding a Visit to the Waitlist

Scheduling Waitlist Visits

Waitlist

Learn how to use the Aerial Measurements tool in Homeworks to measure properties, calculate distances, and save results.

Using Aerial Measurements in Homeworks

Aerial Measurements - General use guide

Aerial Measurements - More advanced settings

BH and Service Calculators

How To Toggle Between Map view And Satellite view

Articles relating to the "Calculators" tab in Homeworks

Calculators

Creating a New Document Template

Create a New Document

Emailing a Document

Documents

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