> ## 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.

# Set up your Homespace account and company details

> Complete your company details, configure your service area, add team members, and connect Stripe so you're ready to take jobs and get paid.

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.

<Note>
  Your account is on a free 14-day trial of the Complete Homespace Suite when you first sign up — no credit card required. You can complete most of the setup steps below before your trial ends. A few features that depend on paid resources — your business phone number, custom domain registration, and email setup — only become available after you subscribe. Subscribe to the Complete Homespace Suite at any time from **Settings > Billing**. When the trial ends without a subscription, your account moves to the free tier (Customers, Pricebook, and Estimates).
</Note>

## 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.

<Steps>
  <Step title="Open Company settings">
    In the left sidebar, click **Settings**, then select **Company**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Save your changes">
    Click **Save** at the bottom of the page. Changes take effect immediately across your website and outbound documents.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="Open service area settings">
    Go to **Settings > Company** and scroll to the **Service area** section.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save your service area">
    Click **Save**. Your website's service area section updates automatically, and new customer requests will be tagged as in-range or out-of-range based on what you set.
  </Step>
</Steps>

## Set up your business phone number

Homespace includes a dedicated local business phone number with the Complete Homespace Suite. 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.

<Info>
  The business phone number is a paid feature. **Phone** does not appear in the sidebar on the free tier or during the 14-day free trial — it's added automatically the moment you subscribe to the Complete Homespace Suite from **Settings > Billing**.
</Info>

<Steps>
  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Set your forwarding number">
    Enter the personal mobile number where you want calls forwarded. You can update this at any time.
  </Step>
</Steps>

<Tip>
  Put your Homespace business number on your truck, your website, and any marketing materials. Calls and texts route directly into your Homespace inbox alongside customer requests and estimate replies.
</Tip>

## Invite team members

The Complete Homespace Suite includes one user seat by default. You can invite additional team members — admins or technicians — and assign them appropriate roles. Free-tier accounts are limited to the account owner.

<Steps>
  <Step title="Open Team settings">
    Go to **Settings > Team**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Team member accepts the invite">
    The invited person receives an email with a link. When they click it, they'll be prompted to create a Homespace account (or sign in to an existing one) and will be joined to your organization automatically.
  </Step>
</Steps>

<Info>
  Adding team members beyond the one seat included in the Complete Homespace Suite adds a per-user charge to your subscription. You'll see a cost preview before confirming any additional seats.
</Info>

## 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.

<Steps>
  <Step title="Open Payment settings">
    Go to **Settings > Payments**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Confirm the connection">
    When you return to Homespace, **Settings > Payments** will show your connected Stripe account and your payout schedule. By default, payouts are set to same-day deposit.
  </Step>
</Steps>

<Warning>
  Customers cannot pay invoices online until your Stripe account is connected and verified. If a customer tries to pay before verification is complete, they'll see a message asking them to contact you directly.
</Warning>

## Plan details

| Feature                     | Free     | Complete Homespace Suite              |
| --------------------------- | -------- | ------------------------------------- |
| Price                       | \$0      | $49/mo monthly · $39/mo billed yearly |
| Users                       | 1        | 1 (additional users available)        |
| Customers                   | Included | Included                              |
| Pricebook                   | Included | Included                              |
| Estimates                   | Included | Included                              |
| Jobs                        | —        | Included                              |
| Invoicing                   | —        | Included                              |
| Scheduling                  | —        | Included                              |
| Recurring services          | —        | Included                              |
| Customer requests (Capture) | —        | Included                              |
| Online payments             | —        | Included                              |
| Website                     | —        | Included                              |
| Custom domain               | —        | 1 domain included                     |
| Business email              | —        | Included                              |
| Business phone number       | —        | Included                              |

You can manage your plan, view invoices, and update billing details at any time in **Settings > Billing**.