White Glove Implementation Included With Every Paid Homeworks Plan

Homeworks helps set up your account, import your starting information, and guide your team through a 5-day implementation sequence so you can go live faster without figuring it all out alone.


The strongest angle is not just saving time. The bigger value is starting with a cleaner setup and avoiding the messy CRM structure that slows teams down later.

What Members Get

Everything You Need to Launch With Confidence

Homeworks helps your team start with a clean setup instead of figuring everything out alone. White Glove Implementation is included with every paid plan, so you can move faster and avoid messy workflows from the beginning.

5-Day Implementation Calls

Monday through Friday, 1 hour per day, in a small-group live support format.

White Glove Onboarding

Our team helps configure your Homeworks account so you are not starting from scratch.

Importing & Setup Help

We help bring your starting information into Homeworks at no extra cost.

5-Day Implementation Calls
White Glove Onboarding
Importing & Setup Help

A Guided 5-Day Launch Plan

Each implementation session is designed to help your team set up the right foundation before going live.

Mon

Account Setup

Set up your Homeworks account, company settings, and core preferences.

Tues

Team Management & Field Force

Add team members, roles, and field workflows with ease.

Wed

Estimating

Create accurate estimates faster with organized services and pricing.

Thurs

Scheduling Dispatch

Learn how to manage bookings, assign jobs, and keep work organized.

Fri

Invoicing, Billing & Payments

Set up invoicing, billing, payment workflows, and customer-facing details.

What We Help Set Up

We Help Build the Foundation Before You Launch

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Account settings

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Services

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Pricing and forms, if applicable

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Scheduling

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Dispatch

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Invoicing

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Billing

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Payments

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User and team setup

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Starting information/import support

Who This Is For

Built for Teams That Want a Cleaner Start

Close the loop and protect cash flow. Homeworks makes it easy for customers to approve, pay, and move on so you spend less time chasing money and more time growing the business.

Switching From Another CRM

Move into Homeworks with support, instead of rebuilding everything alone.

Setting Up Homeworks for the First Time

Get help creating the right structure from day one.

Teams That Want Better Workflows Before Launch

Avoid messy CRM habits and start with cleaner systems your team can actually use.

Switching From Another CRM
Setting Up Homeworks for the First Time
Teams That Want Better Workflows Before Launch

F.A.Q.

Don’t see your question?

  • Is White Glove Implementation free?

    Yes. White Glove Implementation is included with every paid Homeworks plan.

  • Which plans include it?

    It is included with both the Growth plan and the Enterprise plan.

  • What do members need to provide?

    Members should provide the starting information needed for setup and importing, such as team details, services, pricing information, and other account basics.

  • What does importing include?

    Homeworks helps get the right starting information into your account. The exact importing scope should be confirmed by the support team before launch.

  • Are the implementation calls live?

    Yes. The 5-day implementation sequence is delivered through live small-group support calls.

  • What happens if someone misses a call?

    If someone misses their scheduled implementation call, they'll receive a recording of the session they registered for. They're also welcome to register for that same session in a following week's cohort and attend live instead.