Welcome to HomeGuild!
HomeGuild is a business management app designed specifically for service professionals. Whether you're a contractor, landscaper, plumber, or any other service provider, HomeGuild helps you manage your entire business from your phone.
What Can You Do?
HomeGuild helps you:
- Manage Customers - Keep track of contact information, addresses, and project history
- Create Estimates - Build professional quotes with line items, taxes, and custom pricing
- Schedule Jobs - Coordinate appointments, crews, and equipment
- Send Invoices - Bill customers and track payments
- Organize Business Items - Save your common products and services for quick reuse
- Calculate Taxes - Automatically apply sales tax where required
Your First Steps
1. Add Your First Customer
Start by adding a customer:
- Tap the search/command bar at the top
- Say "add a new customer" or "create customer"
- Provide the customer's name and contact info
- The AI assistant will guide you through the process
2. Create an Estimate
Once you have a customer:
- Say "create an estimate for [customer name]"
- Add line items for your products or services
- Include labor, materials, and any other charges
- Send the estimate to your customer
3. Convert to a Job
When the customer accepts:
- Say "convert estimate to job" or "schedule this job"
- Set the appointment date and time
- Assign crews or team members if needed
- Track progress as you work
4. Invoice and Get Paid
After completing the work:
- Say "create invoice from job"
- Review the charges
- Send the invoice to your customer
- Track payment status
Using the AI Assistant
HomeGuild's AI assistant understands natural language, so you can:
- Ask questions: "how do I add a customer?"
- Give commands: "create an estimate for John Smith"
- Search for things: "find all my open estimates"
- Get help: "I'm having trouble with scheduling"
Just type or speak naturally - the assistant will figure out what you need!
Common Questions
Q: Do I need to create business items? A: No, but they save time! Business items let you reuse common products/services. You can always add line items manually if you prefer.
Q: How do taxes work? A: Create tax items (like "Sales Tax 6%") once, then assign them to business items or line items as needed. HomeGuild automatically calculates the totals.
Q: Can I work offline? A: HomeGuild requires an internet connection to sync data and use the AI assistant. We're working on offline support for the future.
Q: How do I get help? A: Just ask! Type "help" or describe what you're trying to do. The AI assistant can guide you, or you can contact our support team for personalized assistance.
Tips for Success
- Start Simple: Add a few customers and create your first estimate. You'll get comfortable quickly!
- Use Voice: The AI assistant works great with voice commands - it's faster than typing
- Save Templates: Create business items for things you do often (hourly labor, common materials, etc.)
- Stay Organized: Use clear customer names and estimate descriptions so you can find things later
Need More Help?
If you're stuck or have questions:
- Ask the AI assistant: "I need help with [topic]"
- Browse our knowledge base for detailed guides
- Contact support for personalized assistance
Welcome aboard - we're excited to help you grow your business!