Contract Management
In the field service industry, proper documentation isn't just paperwork—it's protection for your business and a pathway to growth. Home Guild's document-based workflow ensures you're always covered with professional estimates, change orders, and invoices that keep projects moving forward and safeguard your bottom line.
Always get it in writing
Document Centric
Clear contracts at every stage of the project lifecycle creates a paper trail that protects you in case of disagreements. With Home Guild, you'll always have detailed records of what was agreed upon.
- Professional Estimates
- Start every project on the right foot with comprehensive, professional estimates that set clear expectations. Easily create and submit estimates in minutes on site. Send estimates and get customer sign off before starting work.
- Seamless Change Orders
- When project scope changes (and it always does), our change order system protects your profit margins. Handle changes directly from the jobsite and get documented approval before proceeding.
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Get paid promptly and conveniently
Billing and Payments
Finish the job and seamlessly bill and accept payments for your hard work.
- Invoices
- Generate professional invoices directly from your completed jobs. With all your project details already in the system, creating accurate invoices is simple. Our pipeline shows you exactly which invoices have been sent, viewed, and are awaiting payment, giving you better control over your accounts receivable.
- Payments
- Close the loop with integrated payment tracking. See which invoices have been paid and which need follow-up, all within your pipeline view. Complete visibility means improved cash flow and fewer payment surprises.
