Big changes are here! After seven years working hand-in-hand with our contractors, we heard a consistent message: make things easy (for me and my customers) and help me win more jobs.
2.0 is tech speak for a completely new version of software. We’ve been working hard to completely overhaul how Hearth works in a series of three phases over the summer.
By the end of this rollout, you can expect:
- A unified platform to manage everything from leads to final payments.
- Enhanced client and project management tools to help you save time and grow your business.
- Streamlined sales tools that minimize admin tasks and give your customers a better experience.
The great news is Phase 1 launches today! Read on to learn more about what’s new and what’s coming.
What’s Launching Now in Phase 1?
With Phase 1, we’re starting with the tools that make the biggest immediate impact:
Homeowner Portal
This all-in-one document hub ensures customers can access everything they need without having to ask. From quotes to invoices to financing applications, homeowners get real-time visibility into their project.
What’s in it for you?
- Less back-and-forth, more efficiency.
- Streamlined communication that makes you look professional.
- Faster payments from customers who feel in control of their projects.
Client Detail Improvements
Our platform now enables you to tailor customer management in ways that reflect the complexity of your business. Whether you handle residential or commercial jobs, you can now add multiple addresses, reassign clients to team members, and manage all files under one project.
What’s in it for you?
- Effortlessly manage leads, pipeline performance, and financing status.
- Spend less time on admin tasks and more on scaling your business.
Want to see all these tools in action? Watch this quick video to see what Hearth 2.0, Phase 1 can do for your business.
And don’t miss our 2.0 Webinar happening on Thursday, May 15th at 1 PM CST, where we’ll go into even more detail about this launch.
What’s Coming Next?
We couldn’t be more excited about the upcoming features in Phase 2 and Phase 3 of the Hearth 2.0 rollout. From enhanced quotes and invoices to comprehensive payment management, every aspect of your sales and project workflow is set to become faster, smarter, and more effective.
Phase 2 (Coming Soon): Quotes and Invoice Enhancements
Get ready for upgrades that make creating and managing quotes and invoices a whole lot simpler:
- Add Terms & Conditions directly to quotes.
- Improved line item features, including tax configuration.
- Simplified quote approval and signing processes.
Phase 3 (Future): Job & Payment Management
More exciting tools to seamlessly connect every aspect of your project pipeline:
- Faster processing for payments, refunds, and payouts.
- Integrated QuickBooks capabilities for smoother accounting.
- A full connection from quotes to payment completion.
By the time Hearth 2.0 is fully live, you’ll have everything you need to deliver a superior customer experience while scaling your business to new heights.
Stay tuned for more updates as we continue this exciting transformation.
