After you finish the initial onboarding wizard, a few configuration steps will make your Homespace account fully operational. This page walks through each setting in the order most businesses complete them. None of these steps are required to start using Homespace, but completing them before you share your website or send your first invoice avoids gaps that customers might notice.Documentation Index
Fetch the complete documentation index at: https://help.homespace.co/llms.txt
Use this file to discover all available pages before exploring further.
Your account is on a free 14-day trial when you first sign up — no credit card required. You can complete all of the setup steps below before your trial ends. Upgrade to the Essentials plan at any time from Settings > Billing.
Complete your company details
Your company details control the name, logo, contact information, and trade that appear on your website, estimates, invoices, and customer-facing communications.Add or update your logo
Click the logo area and upload a PNG or JPEG file up to 2 MB. Your logo appears in the header of your Homespace website, on every estimate and invoice you send, and in customer-facing emails.If you skipped this during onboarding, this is the place to add it.
Confirm your business name and trade
Make sure your Business name and Industry are correct. The industry you select determines default terminology throughout the app — for example, “Pool Service” will surface pool-specific service templates in your pricebook.
Add your business address
Enter your street address, city, state, and ZIP code. This address appears in the contact section of your website and is used as the default starting point for route optimization in Scheduling.
Set your service area
Your service area tells Homespace — and your prospective customers — which locations you accept work from. It also controls which incoming customer requests are highlighted as in-range.Choose your coverage method
You can define your service area in two ways:
- Radius — set a mile radius around your business address (e.g., 25 miles). Good for businesses that serve a circular zone.
- ZIP codes — enter specific ZIP codes you serve. Useful when your coverage area is irregular or crosses county lines.
Set up your business phone number
Homespace includes a dedicated local business phone number with every account. Calls and texts to this number are forwarded to your personal mobile, and outbound customer communications (job confirmations, estimate links, invoices) are sent from this number so your personal number stays private.Go to Phone settings
In the sidebar, click Phone. If you haven’t claimed a number yet, you’ll see a prompt to set one up.
Choose a local number
Search by area code to find a number with your local prefix. Select one from the list and click Claim this number.
Invite team members
The Essentials plan includes one user by default. You can invite additional team members — admins or technicians — and assign them appropriate roles.Send an invitation
Click Invite member, enter the person’s email address, and select their role:
- Admin — full access to settings, estimates, invoices, scheduling, and reporting.
- Tech — access to their assigned jobs and schedule; cannot modify settings, estimates, or billing.
Adding team members beyond the one included in the Essentials plan adds a per-user charge to your subscription. You’ll see a cost preview before confirming any additional seats.
Connect Stripe to accept payments
Homespace processes payments through Stripe. You need to connect a Stripe account before customers can pay invoices online, and before you can use tap-to-pay or ACH transfers.Connect your Stripe account
Click Connect Stripe. You’ll be redirected to Stripe’s onboarding flow. If you already have a Stripe account, sign in to connect it. If not, create one — it takes about 2 minutes and requires your business and bank account details.
Complete Stripe verification
Stripe may ask for identity verification documents depending on your business type. Once submitted, Stripe typically verifies the account within a few minutes to a few hours.
Plan details
| Feature | Essentials — $49/mo |
|---|---|
| Users | 1 (additional users available) |
| Website | Included |
| Custom domain | 1 domain included |
| Business phone number | Included |
| Customer requests (Capture) | Included |
| Estimates | Included |
| Invoicing | Included |
| Recurring services | Included |
| Scheduling | Included |
| Online payments | Included |
| Customer management | Included |
| Pricebook | Included |
| Passthrough fees | Included |