For contractors, trades and any service business
One button. Walkthrough to paid.
Hit RECORD, walk the job and talk through what you see. HomeRecord Pro turns your walkthrough into a scope, then a to-do list, an estimate and an invoice. Your first estimate goes out in under 2 minutes. Your client scans one QR to approve, pay, message you and keep the record.
What it does
1. Record
One big RECORD button. Record on your phone or upload a video. A California recording-consent check comes first, every time.
2. Scope
Turns your walkthrough into a scope and a to-do list, using the price book for your kind of work (trades, salons, auto, pet care, cleaning and more). Everything is editable before it goes out.
3. Estimate & invoice
Line items carry into the estimate and invoice. Clients approve and pay in their portal. Sent estimates are locked, so clients always see what they approved.
4. Client portal
One link per client: walkthrough video, scope, estimates, invoices, notifications and reminders. No app to install.
5. Home record
Finished jobs fill your client's home record: dated invoice, your license number and status, and photos. Proof of improvements for capital gains, insurance and resale.
6. Money and tax prep
Expenses sorted to Schedule C lines, mileage log, quarterly set-aside, sales tax by rate, 1099 list and a year-end packet for your tax preparer. Organizes your records; not tax advice.
7. Reviews and messages
Review requests go out automatically when a job is paid, with one-tap Google and in-app reviews. Every client can always post publicly. Message threads per job with photos and read receipts.
8. Reminders you control
Estimate follow-ups, invoice reminders, and opt-in property-tax and maintenance reminders. Each one has an on/off switch, an override and a Run now button.
See it work
Screens from the demo account (sample data).
Pricing
$49/month
After a 14-day free trial. One flat price. No contract. Cancel anytime. No per-lead fees, ever, and we never sell your clients to anyone. See plans and add-ons.
Billing is in test mode during the pilot. No card is charged.
Service area
Built in Sonoma County, California. Works for any service business anywhere in California (Santa Rosa, Petaluma, Napa, the Bay Area and beyond); license lookups link to the CA CSLB. Other states are planned.
Reviews
We are in a pilot with our first businesses. We'll post real reviews with names once they're in. We never publish made-up ones.
What we show about pros
Only facts you can check: a licensed pro's license number and its status as of the date it was checked, with a link to the CSLB lookup (cslb.ca.gov). We don't rate or vouch for anyone.
Contact
Questions, or want a walkthrough of the pilot? Email [email protected] or send a note: