Help Center
Find answers to common questions about Home Guild features, settings, and workflows. Everything you need to get the most out of your business management platform.
Browse documentation by topic below, or contact support if you need additional help.
General
Overview and getting started guides
HomeGuild System Overview
HomeGuild is the world's first truly AI-native business management platform for home services professionals.
Getting Started with 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...
Slash Commands
Slash commands are an advanced feature that allows power users to quickly access specific flows, settings, and information.
Features
Detailed feature documentation
Tax Items - Managing Tax Collection
Tax items allow you to collect and track taxes on goods and services in your business. Define your tax rates once, then apply them consistently across all your financial documents.
Payments Overview
A payment is a financial transaction where a customer pays an invoice for work that has been completed or services that have been rendered.
Invoices Overview
An invoice is a financial document that acts as a bill or formal request for payment from a customer for work that has been completed or services that have been rendered.
Leads Overview
Leads are the entry point into your work pipeline in HomeGuild. They represent potential work opportunities—projects that clients are interested in but haven't yet been formalized into accepted...
Jobs Overview
Jobs are pipeline items that encapsulate the actual work being done for a client. They serve as the central hub for tracking work execution, coordinating schedules, managing time, documenting...
Estimates Overview
Estimates are professional financial documents that describe proposed work and provide pricing for your customers. They serve as formal proposals that customers can review, accept, or reject.
Change Orders Overview
Change orders are financial documents that modify the scope and pricing of a job after an estimate has been accepted.
Customers Overview
Customers are the individuals or businesses you provide services to. They serve as the central hub for managing all interactions, financial documents, and project work related to each client.
Business Items Overview
Business items allow you to predefine the goods and services that you provide to customers. They serve as reusable templates that streamline document creation, making it faster and more consistent...
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