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Frequently Asked Questions
Welcome to the Direct Home Service FAQ page. We’ve compiled answers to the most common questions from business owners just like you — whether you’re just starting out or scaling your operations.
Can I add taxes and service fees to invoices?
Yes, create tax profiles by region and automatically apply them to your quotes and invoices.
Do you support tipping?
[Coming Soon] Yes, you can enable tipping on invoices and customer receipts.
Can I export reports for taxes and bookkeeping?
Yes, download income, expense, and job reports in CSV or PDF format for easy accounting.
How is Direct Home Service different from their competitors?
We offer powerful features built specifically for small and mid-sized businesses — without the bloated pricing, complicated setup, or restrictive contracts of other platforms. We focus on ensuring our business partners, no matter their size, can afford all the tools they need to grow their business.
Is Direct Home Service made for mobile-first operations?
Yes! Our platform was designed with mobile techs in mind. The app is fast, lightweight, and works in real job conditions — not just the office.
Can I customize my estimates and invoices?
Yes. Add your logo, terms, and line item details to create professional documents.
Can I integrate with other tools?
Yes, we integrate with QuickBooks, Google Calendar, Stripe, Zapier, and many other apps. Custom API access is available on Pro and Elite plans.
Do you support custom fields?
Yes, create custom fields for customers, jobs, and estimates to track the data that matters most to your business.
Can I schedule jobs and dispatch my team?
Absolutely. Our intuitive calendar lets you assign jobs, manage appointments, and dispatch techs with a few clicks.
Can I send estimates and invoices?
Yes. You can create branded estimates and invoices, send them via email or SMS, and track their status in real-time.
Do you integrate with QuickBooks?
Yes, we offer a seamless integration with QuickBooks Online for smooth accounting and bookkeeping.
Is there a mobile app?
Yes! Your team can access schedules, job details, and customer info on the go with our mobile apps (iOS & Android).
Can customers book online?
Yes! Your team can access schedules, job details, and customer info on the go with our mobile apps (iOS & Android).
Can customers book online?
They sure can. Our Online Booking feature allows clients to request service directly from your website or social media.
Do you support recurring jobs and service plans?
Yes, we make it easy to set up recurring appointments and manage ongoing service agreements.
Can I accept payments through the platform?
Yes, you can accept credit card and ACH payments, with options for instant payouts and customer financing.
How fast can I get set up?
Most users are fully up and running in under a day. Our onboarding team can fast-track the process if needed.
Do you have training videos or guides?
Yes, our Help Center includes step-by-step videos, how-to articles, and live webinars.
Can I invite my whole team to try the free trial?
Yes, you can add multiple users during your free trial to test how it works for your entire team.
Is Direct Home Service HIPAA compliant?
While we encrypt all data and follow best practices, HIPAA-specific compliance depends on your business and use case. Contact us to discuss your needs.
Do you sell or share my customer data?
Absolutely not. Your data is yours — we never sell, rent, or share it with third parties.
Can I track my technicians in real time?
[Coming Soon] With GPS tracking and live job status updates, you always know where your team is and what they’re working on.
Does the software work offline?
[Coming Soon] The mobile app will work in offline mode. Once the device reconnects to the internet, it syncs all data automatically.
Can I send automated reminders to customers?
Yes, you can send SMS, email, and in-app reminders before appointments, follow-ups after jobs, and review requests.
Can I add photos and notes to jobs?
Absolutely. Attach before/after photos, job notes, and customer signatures right from the field.
Is there a customer portal?
Yes, customers can view their upcoming appointments, invoices, and service history through their own secure portal.
How much does it cost?
At Direct Home Service, we keep it simple. Our One Plan, All Features model – an all-in-one solution designed to give every business, no matter the size, access to the full suite of tools needed to compete and grow. And if you’re a solo operator or independent contractor, you’ll get a special discount. Check out our pricing here.
Is there a free trial?
Yes, try us free for 30 days — no credit card required.
Are there any setup fees?
Nope. Setup is free for all plans.
Do I need to sign a contract?
No long-term contracts. Cancel anytime. Annual plans come with a discount.
What kind of business reports can I generate?
You can view reports for revenue, job status, technician performance, estimates vs actuals, customer history, and more.
Can I customize dashboards or KPIs?
[Coming Soon] Build your own dashboards using drag-and-drop widgets (available in Pro/Elite plans).
Do you support Google Analytics or tracking scripts?
[Coming Soon] You can embed Google Analytics, Meta Pixel, or tracking tags on your customer booking pages.
Is my business data secure?
Absolutely. We use bank-grade encryption and secure cloud infrastructure to protect your data.
Can I set user permissions for my team?
Yes, you control who sees what. Assign roles with custom permissions for admins, techs, and office staff.
Is the platform cloud-based?
Yes, Direct Home Service is 100% cloud-based. Access it anytime, from any device.
Do you offer onboarding assistance?
Yes! Our onboarding team helps you get up and running fast with personalized setup and training.
What kind of support do you offer?
We provide live chat, email support, phone assistance, and a detailed Help Center. Pro and Elite users get access to a dedicated Customer Success Manager.
Can I migrate from another software?
Yes, we’ll help you import your customer lists, job history, and other data via CSV or direct transfer.
Can I migrate from another software?
[Coming Soon] We’ll help you import your customer lists, job history, and other data via CSV or direct transfer.
Can I track technician hours or clock-ins?
Yes, our time tracking tools let techs clock in/out of shifts and jobs. You can view timesheets and export hours for payroll.
Can I limit what my employees see in the app?
[Coming Soon] You can restrict access to pricing, customer data, financials, or admin tools based on each role.
Can techs upsell or add services while on-site?
Yes! Techs can update job line items, create new estimates, or collect deposits in the field.
Is the app updated regularly?
Yes, we release frequent updates to improve performance, fix bugs, and add new features based on user feedback.
Does the app work on tablets?
Yes, the mobile app is optimized for smartphones and tablets — both iOS and Android.
Is there a desktop version?
Yes, you can access the full platform from any modern web browser — no installation needed.
Can I use Direct Home Service with a CRM?
[Coming Soon] We will offer API access and Zapier integrations for deeper connectivity with CRM tools.
What happens after the free trial ends?
You can choose a plan and keep your data — or pause your account until you’re ready. No pressure.
Can I book a demo before signing up?
Yes! Schedule a personalized walkthrough with one of our onboarding specialists.
Can I invite my accountant or office manager during setup?
Absolutely — you can add them during your trial or bring them into the onboarding call.
Still have questions?
Reach out to us via Live Chat, Email Support, or schedule a Free Demo with one of our experts.