Customer Management
Home Guild's integrated customer management system connects pros and clients through our powerful client app, enabling document approval, payments, and simplified communication for field service professionals.
Your complete client database
Customer Management
Keep all your important customer information in one secure, accessible location. From contact details to service history, Home Guild's customer management system creates a comprehensive profile for each client that travels with you wherever you go.
- Service History
- Access previous estimates, change orders, and invoices to understand client needs and preferences
- Complete Contact Details
- Store multiple contact methods, preferred communication channels, and property information for quick reference.
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Enhance the client experience
Client App
Our powerful client app creates a professional digital experience that impresses customers and streamlines your workflow. Clients can view, approve, and pay for your services all in one convenient platform.
- Document Approval & Payments
- Clients can review and approve estimates and change orders with a single tap. Payments can be made directly through the app for faster compensation
- Client Orgainization
- Clients can save and organize their jobs and work done with your business and others on the Home Guild Network. Estimates, change orders, and invoices are securely stored for client reference.
- Guild Network
- Clients use the Guild Network to search and browse for Pros in their area. They can create projects and reach out directly to Pros.
