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Step-by-step guides for every part of MyHomeService360, from your first sign-in to dispatch, proposals, payments and the books. Search, or pick what you want to do.

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Step-by-step guides

Every guide is step by step, with real screens from the app. Tick each step as you go; your progress is saved in this browser.

Getting started

Customers and your team

Manage customers and the Customer list

Find any customer, see their jobs, equipment and balance, and run your leads and sales pipeline in the Customer list.

13 steps
  1. Search your customers
  2. Add a customer
  3. Open the customer record
  4. Use the quick actions
  5. See archived customers and restore one
  6. Merge a duplicate customer
  7. Use tags, notes and tasks
  8. Work your sales pipeline
  9. Property managers, buildings and tenants
  10. Everything about a customer on one page
  11. Site equipment, nameplate photos and filters
  12. Mark a customer tax exempt
  13. Export a list

Scheduling and the field

Schedule and dispatch jobs

Book jobs, drag them to the right tech and time, tell customers about new times, and send techs out in the best order.

22 steps
  1. Read the board
  2. Book a job
  3. Service call or Job / Project
  4. Drag a job to another tech or time
  5. Move jobs between days in week view
  6. Move jobs on an iPad or phone
  7. Move without dragging
  8. See everything on a job without leaving the board
  9. Pin a note for the tech
  10. When a job turns Complete
  11. Undo, overlaps and locked jobs
  12. Tell the customer about a new time
  13. Put more than one tech on a job
  14. Fill the day with AI Assign
  15. Your techs’ vans
  16. Mark a job en route
  17. Clock a tech out from the office
  18. See the tech’s photos on a job
  19. Clear late and waiting work
  20. Optimize a tech’s route
  21. Make a job repeat
  22. Set who’s on call

Track time and approve hours

Your team clocks in and out from their phone, and you approve hours before they post to the books.

14 steps
  1. Set up time tracking in one place
  2. Shift mode: the day shift and after-hours calls
  3. Pick who’s on call
  4. Clock in and out
  5. Log hours after the fact
  6. Approve hours
  7. Clock someone out from the office
  8. Bring in ADP payroll (if you use it)
  9. Turn automatic clock-in on or off
  10. Auto clock-out at home
  11. See time between calls (Day & Drive)
  12. Bill labor and travel to hourly customers
  13. Pause travel for a stop
  14. Work hours and on-call

Estimates and sales

Set up your proposal wording and warranties

Write the words every proposal starts from once: your option names, a personal note, what’s included and what isn’t, your warranty, payment terms and timeline.

12 steps
  1. Open Proposal Setup
  2. Pick a type and a trade
  3. Name your options
  4. Write your personal note
  5. List what’s included and what isn’t
  6. Fill in the warranty table
  7. Add why it matters, payment terms and timeline
  8. Check the preview, then save
  9. Use it on an estimate
  10. Add, hide or reorder types
  11. Office notes stay private
  12. Financing

Getting paid and the books

After you win a proposal: next steps and won work

Every won proposal shows its next steps (schedule, deposit, techs, parts, notify the customer), and the Won work tiles on Home, Dispatch and each customer show the same numbers: what is waiting, booked, on order, done and owed.

10 steps
  1. Open the won proposal
  2. Schedule it now, or later
  3. Collect the deposit
  4. Assign tech(s) and order parts
  5. Notify the customer
  6. Watch Won work on Home and Dispatch
  7. Reminders
  8. Maintenance billed 4× a year? Make it a contract
  9. Each bill is a draft you send
  10. Invoiced by mistake? Undo it

Phone, marketing and growth

Phone system and AI receptionist

Phone system + AI receptionist: $79/month* add-on, includes after-hours on-call dispatch and texting. Calls get routed, recorded and transcribed, and the AI answers when you can’t.

12 steps
  1. Turn on the phone system
  2. Choose where calls go
  3. See each call as it comes in
  4. While you’re on a call: the call bar
  5. Set your business hours and call handling
  6. Set up the AI receptionist
  7. Tell it about your business
  8. Try it before it goes live
  9. Review calls
  10. Set after-hours on-call
  11. After-hours emergencies
  12. Track after-hours response time

The apps

Set up the tech app and GPS on your techs’ phones

Add each tech, put the tech app on their phone, turn on location, and see every truck on the live map and the dispatch board.

16 steps
  1. Add each tech to your team
  2. Put the app on an iPhone
  3. Put the app on an Android phone
  4. Allow location
  5. Check location is on for your business
  6. See them on the map and the board
  7. Signing in: no company number
  8. The first-time screen
  9. The home screen: your day on a map
  10. A job, one step at a time
  11. It remembers where they were
  12. Numbers, Clock and More
  13. Pinned notes
  14. The job map
  15. Keep the app open during the day
  16. Not showing on the map?

The homeowner app and Home Book

Your customers get a free home app with their service history, equipment, invoices and a Home Book, and can message you or request service.

15 steps
  1. Invite your customer
  2. What your customer sees
  3. Plans
  4. Calendar and updates
  5. Invoices and paying
  6. Settings and the household
  7. Getting the home record filled in
  8. The Home Book
  9. My systems: every system, every home
  10. Fix a photo on the wrong item
  11. Their home photo and what it is worth
  12. Get-togethers: parties, dinners and meetups
  13. Life360: group chat and Pro Plan your event
  14. Messages and service requests
  15. Warranty and recommendations

Coming soon

Frequently asked questions

Is it really free forever?

Yes. The software is free forever: scheduling and dispatch, customers, estimates and proposals, invoicing, accounting, your website and the apps, for unlimited users. It isn’t a trial, and there’s no credit card to start and no contract. Card payments cost 3.9% + 30¢, and ACH bank payments cost up to 1.8% (never more than $10). Paid add-ons are optional: the phone system is $79/month* (one business number with calls and texting, the AI receptionist, after-hours on-call dispatch and Compendium Capture), and payroll (coming December 2026) is $39/month + $6 per employee. Read the free-forever promise.

What costs money?

Only services you choose: card payments (3.9% + 30¢), bank payments (up to 1.8%, never more than $10 a payment), the phone system + AI receptionist ($79/month* add-on, includes after-hours on-call dispatch and texting), optional bill pay ($39 a month per office, only in months you use it) and payroll when it launches (December 2026, $39/month + $6 per employee).

Is the AI receptionist included free?

No. The AI receptionist is part of the phone system add-on, $79 a month*, which also includes after-hours on-call dispatch, texting, your business line and call recordings.

How do I sign in?

Go to dashboard.myhomeservice360.com and enter your Business ID, username and password. Your Business ID is in your welcome email.

I forgot my password. What do I do?

Ask your account owner or office manager to reset it, or to email you a set-password link, from Users & Permissions.

How many users can I add?

As many as you need. Every user is free.

Which phones does the app work on?

The pro app is available for Android now. On iPhone and iPad, add it to your home screen from Safari; the full iPhone app is coming to the App Store.

Is Tap to Pay available?

On supported Android phones in the pro app, yes. Tap to Pay on iPhone is coming as soon as Apple approves our app. Until then, send a pay link or use Android.

When does money reach my bank?

Card payments are paid out to the bank account you connect, on Stripe’s payout schedule for your account. Bank (ACH) payments take about four business days to clear.

Will the app message my customers on its own?

No. Every automatic message starts off, and you turn on only the ones you want.

Can I import data from my old software?

Yes. Export a CSV or Excel file from your old software or a spreadsheet and use Import Data in Settings.

Is payroll available?

Payroll is coming in December 2026 as a paid add-on, $39/month + $6 per employee. Today you can track and approve hours, and import ADP payroll reports.

How does the referral network pay me?

When a job you referred is paid within 90 days, you earn 30% of the network fee, up to $500 a job. Earnings are held 30 days after the payment settles and pay out to your bank once you reach $25.

Is my data safe?

Access is by role, so each person sees only what their job needs, and you can sign someone out of all devices or deactivate them at any time.

How do I move a job to another tech or time?

On the dispatch board, drag the job to another tech’s column or another time. On an iPad or phone, press and hold the job first. Right-click a job for Move to… if you’d rather pick from a list, and use Undo if you change your mind.

Does the app check addresses?

Yes. Every address form checks the address as you type and offers a corrected version if there is one. It never stops you saving what you typed.

Where do the Update and Home buttons live now?

In the side menu. Update app is under Settings, and Update ready appears at the bottom of the menu when a new version is out. Dashboard at the top takes you home.

Where can I get more help?

Reach Compendium Client Success: call 800-760-8383 (Monday to Friday, 9 to 6 Eastern), text (586) 271-7122, or email support@thecompendiumco.com. Tell us what you were trying to do. Screenshots help.

*Included minutes and texts cover typical use. Usage above the included amounts is billed as overage, and larger or high-volume companies may be quoted higher phone and texting rates. See our Terms.

Free forever. Not a trial. Scheduling, invoicing and accounting in one login, unlimited users.

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