Settings

Company profile and branding

Set your company name, trades, license number, contact details, time zone, logo and your own profile photo.

Hours and service area

Set your business hours, workday, online booking windows and the ZIP codes you serve.

Users and permissions

Invite people, change their role, limit sales reps to their own pipeline, and deactivate someone who leaves.

Security and the audit log

Limit who can join your team by email domain, sign someone out of every device, and see a record of every change.

Job types and work modes

Set the kinds of work you do and create job types that control how each kind of work runs, books and shows on the board.

Scheduling and weather rules

Set default visit lengths, arrival windows and double-booking, and the weather limits that flag outdoor work.

Techs, crews and subcontractors

Control who shows on the dispatch board, their skills and start location, build crews, and track subcontractor insurance and W-9s.

Payroll and commissions

Set each person's hourly cost and commission plan, build commission plans, and connect Gusto or Check for payroll.

Business units

Split your company into divisions or locations, like Plumbing and HVAC or North and South shops.

Lead sources, call tracking and ad accounts

List where your leads come from and what each source costs, give sources tracking numbers, and connect ad platforms.

Estimate and pricebook settings

Set estimate expiry, default deposits, good/better/best, follow-up sequences, pricebook markups and member discounts.

Invoices and taxes

Set your default sales tax rate and how many days customers have to pay.

Payments and financing

Turn on card and bank payments through Stripe, choose your payout schedule, and connect a financing lender.

Contract terms and forms

Write the terms customers accept on estimates and invoices, your warranty, and build checklists techs fill out in the field.

Set up phone and texting

Register your business, get a texting number, and pass carrier review so reminders and two-way texts go out.

Email and automated messages

Set the sender name and reply-to address on customer emails, connect your mailbox, and edit the texts and emails Homeforce sends on its own.

Reviews

Ask customers for a review automatically after they pay, and connect Google Business Profile.

Plan and billing

See your Homeforce plan and tech seats, upgrade or downgrade, switch to annual billing, and update your card or cancel.

Import and export your data

See past imports, start a new one, and download your customers, jobs, estimates, invoices and payments as CSV files.

Turn on Labs features

Try new Homeforce features early, like AI agents, Flows and custom dashboards.

Settings by trade

Which settings matter most for HVAC, plumbing, electrical, painting, roofing, remodeling, outdoor and cleaning companies.