Our promise
We believe software should earn its seat at the table.
We’ve also built and scaled multiple home service businesses.
Growth is what exposes broken systems.
It’s also what creates opportunity.
If your business doesn’t grow at least 10% in your first year using Homeworks, we’ll refund your software fees.
If Homeworks isn’t helping you book more work, run cleaner days, and get paid faster, it shouldn’t cost you a dollar.
This is our Growth Guarantee.
Homeworks exists to make growth possible without breaking what you’ve already built.
That’s why we’re willing to guarantee it.
Fine print
To qualify for the Homeworks Growth Guarantee, you must:
- Maintain an active Homeworks subscription for a continuous 12-month period
Use Homeworks for the whole year
"Use" means active and ongoing utilization of a paid Homeworks subscription throughout the 12-month measurement period.
To be considered in use, the account must demonstrate, as a minimum:
- Ongoing user access, evidenced by at least one user login in at least 9 of the 12 months, and
- Ongoing customer management activity, evidenced by customer or property creation or updates in each calendar quarter, and
- Ongoing revenue-related operational activity, evidenced by at least one estimate, job, invoice, payment, or recurring billing action in each calendar quarter.
Failure to meet these usage requirements will render the account ineligible for the guarantee.
Submit verifiable financial documentation
To validate your growth, you must submit either of the two sets of documents.
Tax Returns
- The government issued tax returns of the full year inside of Homeworks
- The government issued tax returns of the full year prior to using Homeworks
CPA-Certified Profit & Loss Statements
- Profit & Loss statements covering the 12 months immediately prior to Homeworks usage
- Profit & Loss statements covering the 12 months during Homeworks usage
All Profit & Loss statements must be:
- Prepared or reviewed by a licensed CPA
- Accompanied by a CPA certification or attestation confirming their accuracy
CPA Certification Requirements
CPA certification must include:
- CPA name and firm (if applicable)
- Active license number and jurisdiction
- A signed statement attesting to the accuracy of the submitted financial documents
The CPA engagement may be ongoing ot a one-time certification arranged by the customer. All certification costs are the responsibility of the customer.
How to submit:
- Gather your financial verification documents.
- Send an email to support@copilotcrm.com with your documents attached, letting us know that you would like us to validate your growth and claim your refund if verified.
- We'll manually review these documents and reply back with our decision.
- Cancel your subscription