FAQ - Direct Home Service

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Direct Home Service FAQs

Answers to Help You Choose with Confidence

Answers, fast • Built for Home Service Pros

Frequently Asked Questions

See how Direct Home Service (DHS) helps home service businesses run smoother—from online booking and scheduling to estimates, invoicing, and payments. Search by keyword, filter by topic, and find clear answers before you switch software.

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Getting Started

Setup • Trial • Demo

Is there a free trial?

Yes—try Direct Home Service free for 30 days. There’s no credit card required, and you can explore the platform with your team before choosing a plan.

How fast can I get set up?

Most businesses are up and running in under a day. If you’re migrating from another system or need help configuring workflows, our onboarding team can fast-track setup.

Can I book a demo before signing up?

Yes. Schedule a personalized walkthrough and we’ll tailor it to your trade, team size, and workflow. Request a demo here.

Can I invite my whole team during the free trial?

Absolutely. Add multiple users during your trial to test scheduling, dispatching, job updates, and billing across your entire team.

Can I invite my accountant or office manager during setup?

Yes—bring them into your trial or onboarding call. You can also set roles and permissions so they see exactly what they need (and nothing they don’t).

Pricing & Plans

Costs • Contracts • Value

How much does it cost?

Direct Home Service keeps pricing straightforward—built for small and mid-sized home service businesses. See current plan details on our Pricing page, including solo-operator discounts when available.

Do I need to sign a contract?

No long-term contracts. You can cancel anytime. If you choose an annual plan, it typically includes a discount.

Are there any setup fees?

Nope—setup is free. Our team can also help you import your data and configure your workflow.

What happens after the free trial ends?

You can select a plan and continue using your account with your existing data—or pause your account until you’re ready. No pressure, no surprises.

How is Direct Home Service different from competitors?

Direct Home Service is built for small and mid-sized home service businesses that want powerful tools without complicated setup, restrictive contracts, or “feature-gated” add-ons. The goal: keep operations organized, simplify day-to-day workflow, and help you grow profitably.

Features, Scheduling & Workflow

Jobs • Calendar • Automation

Can I customize my estimates and invoices?

Yes. Add your logo, terms, and line-item details to create professional documents customers can approve quickly.

Can I schedule jobs and dispatch my team?

Absolutely. Use an intuitive calendar to assign jobs, manage appointments, dispatch techs, and reduce scheduling conflicts.

Can I send estimates and invoices?

Yes. Create branded estimates and invoices, send via email or SMS, and track status in real time—from “sent” to “paid.”

Can customers book online?

Yes. Online Booking allows customers to request service from your website or social media and routes requests into your workflow so you can confirm, schedule, and dispatch faster.

Do you support recurring jobs and service plans?

Yes. Set up recurring appointments and manage ongoing service agreements—ideal for maintenance plans and repeat visits.

Can I send automated reminders to customers?

Yes. Send automated SMS/email reminders before appointments, follow-ups after jobs, and review requests—without extra admin work.

Can I add photos, notes, and signatures to jobs?

Yes. Attach before/after photos, job notes, uploaded documents, and customer signatures right from the field to keep everything organized and defensible.

Is Direct Home Service made for mobile-first operations?

Yes. It’s designed for real-world job sites—fast, lightweight, and practical for technicians who need schedules, job info, and updates on the go.

Is there a mobile app?

Yes. Your team can access schedules, job details, and customer information from mobile devices (iOS & Android).

Does the software work offline?

Coming Soon Offline mode is planned for the mobile app. When a device reconnects, it will sync updates automatically—helpful for basements, rural areas, and low-signal job sites.

Is the platform cloud-based?

Yes—Direct Home Service is 100% cloud-based. Access it anytime from any modern web browser, phone, or tablet.

Does the app work on tablets and desktops?

Yes. The mobile app is optimized for smartphones and tablets, and you can access the full platform from any modern desktop browser.

Billing, Payments & Reporting

Payments • Taxes • KPIs

Can I add taxes and service fees to invoices?

Yes. Create tax profiles by region and apply them to your quotes and invoices automatically—helpful for multi-city or multi-state operations.

Can I accept payments through the platform?

Yes. Accept credit card and ACH payments so customers can pay instantly. Faster payments help improve cash flow and reduce collections time.

Do you support tipping?

Coming Soon Yes—tipping can be enabled on invoices and customer receipts so clients can reward great service.

Can I export reports for taxes and bookkeeping?

Yes. Download income, expense, and job reports in CSV (and where available, PDF) format to support bookkeeping and tax prep.

What kind of business reports can I generate?

Generate reports for revenue, job status, technician performance, estimates vs. actuals, customer history, and more—so you can spot leaks and scale smart.

Can I customize dashboards or KPIs?

Coming Soon Build dashboards with drag-and-drop widgets (availability may depend on plan). Reach out if you want early access or a preview.

Integrations & Customization

QuickBooks • Apps • Fields

Do you integrate with QuickBooks?

Yes—Direct Home Service integrates with QuickBooks Online to support smoother bookkeeping and accounting.

Can I integrate with other tools?

Yes. Integrations may include QuickBooks, Google Calendar, Stripe, Zapier, and more. Custom API access may be available on higher-tier plans.

Do you support custom fields?

Yes. Create custom fields for customers, jobs, and estimates to track the information that matters to your operations.

Do you support Google Analytics or tracking scripts?

Coming Soon You may be able to embed Google Analytics, Meta Pixel, or tracking tags on customer booking pages to understand lead flow and conversion.

Team & Employee Management

Permissions • Time Tracking • GPS

Can I set user permissions for my team?

Yes. Control who sees what by assigning roles and permissions for admins, technicians, office staff, and more.

Can I track technician hours or clock-ins?

Yes. Time tracking tools allow techs to clock in/out of shifts and jobs, view timesheets, and export hours for payroll.

Can I limit what employees see in the app?

Coming Soon Planned role-based controls can restrict access to pricing, customer data, financials, or admin tools based on role.

Can techs upsell or add services while on-site?

Yes. Techs can update job line items, create new estimates, and collect deposits in the field—helpful for add-on work and change orders.

Can I track my technicians in real time?

Coming Soon GPS tracking and live job status updates are planned so you can see where crews are and what they’re working on.

Security, Privacy & Support

Data • Policy • Help

Is my business data secure?

Yes. We use strong encryption and secure cloud infrastructure designed to protect your business and customer data.

Do you sell or share my customer data?

Absolutely not. Your data is yours—we do not sell, rent, or share customer data with third parties.

Is Direct Home Service HIPAA compliant?

We follow security best practices and encrypt data, but HIPAA compliance depends on your specific use case and business processes. Contact us to discuss requirements.

How do I delete my account?

You can request account deletion in accordance with our policy. See Account Deletion Policy for details.

What kind of support do you offer?

We offer live chat, email, phone support, and a growing Help Center. Higher-tier plans may include a dedicated Customer Success Manager. Need help now? Visit Contact Us.

Do you have training videos or guides?

Yes. Explore step-by-step resources in our Learning Center, including how-to videos and platform guides.

Can I migrate from another software?

Yes. We can help import customers, job history, and other data via CSV or supported transfer options so you don’t start from scratch.

Is the app updated regularly?

Yes. Updates are released regularly to improve performance, fix bugs, and deliver new features based on user feedback.

Still have questions?

Get answers fast—chat with support, email us, or schedule a free demo. If you’re evaluating field service management software, we’ll help you map Direct Home Service to your workflow (online booking → estimates → scheduling → job tracking → invoicing → payments).

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