Homeworks Release Notes

Since launching the new calendar last week, we have made nearly 20 improvements. These updates make it easier to understand team capacity, read event details, use filters, and manage the schedule from a phone.

Budgeted hours and employee capacity

You can compare scheduled hours with your team’s available capacity from the calendar.

Daily cells and weekly headers show budgeted hours next to employee capacity. You can also review the workload by employee, crew, or event type and adjust someone’s capacity for a single day.

Daily totals stay visible

Daily totals now stay at the top of the calendar while you scroll through events in Day and Week views.

This makes it easier to check scheduled hours, capacity, and other totals without scrolling back to the top.

Longer event titles

Event titles can now display across three lines instead of being cut off after one line.

Better description formatting

Item and service descriptions now keep their spacing and line breaks in the event view. Longer descriptions should be easier to read.

Faster calendar filters

Calendar filters now include Select All and Select None controls. You can show or clear every option without changing each filter one at a time.

Select mode closes automatically

Select mode now closes after you complete an action from the bulk action menu or context menu. Events should no longer stay selected after the action is finished.

More accurate monthly revenue

Monthly revenue totals now only include dates inside the month you are viewing.

The total will no longer include revenue from days in the previous or next month just because they appear in an overlapping week.

Better mobile scrolling

We fixed a problem where scrolling on a phone could open the event status menu and make the calendar hard to use.

The menu should now open only when you tap an event without scrolling.

Correct mobile calendar link

The floating Calendar button on mobile now opens the new calendar instead of the classic scheduler.

Classic calendar access

Mobile users can still return to the classic calendar from the More menu when needed.

Better budgeted hours permissions

Budgeted hour totals now follow employee access settings. Employees without permission to view user information will not see totals that could reveal that information.

Better sidebar permissions

Crew and employee filters now follow the user’s calendar permissions. Employees without the required access will not see filters they cannot use.

Correct link after creating a visit

After creating a visit from an accepted estimate, the Calendar button now opens the new calendar instead of the classic scheduler.

The button label has also been updated from Schedule to Calendar.

Clearer waitlist counts

The waitlist count now stays inside its badge when the count reaches two or three digits. The text and badge adjust so larger counts remain easy to read.

Full-screen mobile waitlist

The waitlist now uses the full screen on mobile. This gives the list more room and makes it clearer when you are working in the waitlist instead of the calendar.

Calendar controls stay visible

We added more space around calendar controls so selected options and dropdowns are not cut off by the navigation.

Date controls stay in place

The back, forward, and Today controls now stay in the same place as you move between dates.

This makes it easier to move through several days, weeks, or months without the buttons jumping.

Editable visit notes

You can now edit visit notes from the event view. The editor supports text formatting, headings, lists, links, and emoji on desktop and mobile.

Consistent calendar buttons

Buttons inside calendar windows now use the same standard button style found across Homeworks.

Scroll while dragging

The calendar can now scroll vertically while you drag an event in Month view. This lets you move an event to a later week that is not currently visible on the screen.

These improvements are available now in the Homeworks calendar.

New update for Homeworks, including several bug fixes and improvements:

Bug Fixes

• Calendar: Fixed an issue where users with restricted permissions could see capacity information and company-wide waitlist counts they did not have access to.
• Calendar: Fixed an issue where single-day recurring visits could appear across multiple days in Month View after being moved to an earlier date.
• Mobile Calendar: Fixed the Calendar navigation so it opens the new calendar instead of the classic version.
• Customers: Fixed an issue where missing customer registration dates could be saved incorrectly, preventing related errors when customer records are processed.
• Payments: Fixed bank account setup tracking so verified bank accounts are correctly recognized as saved payment methods.
• Invoicing: Fixed an issue where duplicate invoice IDs could cause an error, allowing invoice records to process correctly.
• Dispatch Notes: Fixed API documentation and user matching for dispatch notes so integrations can create notes reliably and remain compatible with Command Center.
• App Events: Corrected event object types and added missing Item and Property options so integrations receive more consistent event data.
• Schedule: Fixed date handling for events scheduled beyond January 2038, preventing affected events from becoming unreadable or disrupting the Events page.
• Work View: Fixed line item descriptions so spacing, line breaks, and other formatting display correctly.
• Calendar: Fixed an issue that could prevent users from scrolling the Calendar on mobile devices.
• Calendar: Fixed monthly revenue totals to include only revenue from dates within the selected month.
• Calendar: Events are now deselected after a bulk action is completed, so select mode does not remain active.
• Schedule: Fixed an issue where editing a recurring visit could reset its Budgeted Hours to 0, so the saved value now remains accurate unless the visit’s services are changed.
• Time Tracking: Improved how default hourly rates and clock-in requirements are retrieved, helping these settings load more reliably.
• Estimates: Fixed an issue where optional line items became included when copying an estimate, which could incorrectly increase the copied estimate’s total.
• Schedule: Fixed an error caused by events with incomplete dates, allowing event start and end times to load more reliably.

Improvements

• Calendar: Added Select All and None options to sidebar filters, making it faster to update calendar views.
• Calendar: Expanded event titles to display up to three lines, making longer titles easier to read at a glance.
• Calendar: Added usage tracking to help guide future scheduling improvements based on how teams use the Calendar.
• Mobile Calendar: Added a More button that provides quick access to the classic calendar and business hours settings.
• Events API: Added a filter for finding events with or without dispatch notes, making it easier for integrations to identify events that need review.
• API Documentation: Expanded App Events documentation to make supported event data and object types clearer for integration developers.
• Work View: Added a link to the property address that opens the location in Google Maps.
• Calendar: Daily totals now remain visible while scrolling through events in the day and week views.
• Integrations: Improved how connected tools process requests and added support for retrieving Homeworks API documentation, making integrations easier to build and troubleshoot.
• Calendar: Added print and export options to the Calendar, making it easier to save or share your schedule.

Have feedback or questions? Contact our support team.

New update for Homeworks, including several bug fixes:

• Recurring Visits: Fixed several issues when updating recurring series so the selected effective date is respected, protected visits remain unchanged, and future visits continue on the updated schedule.
• Automations: Fixed an issue where tag actions could continue running after an invoice was paid, even when the automation was set to stop once payment was received.
• Invoices and Estimates: Fixed an issue where bulk emails could be sent with a blank message body or the wrong customer template. If an existing template needs to be resaved, Homeworks now provides clear instructions before sending.
• Customers: Fixed customer searches to include first and last names, and added a clear deleted status with an option to restore deleted customers.
• Properties: Fixed an issue where a new property created from a customer profile could be filled with the wrong state.
• Schedule: Fixed an issue where the column visibility icon could overlap a column heading or disappear when hovering over the table header, making display options easier to access.
• Invoicing: Fixed estimate and invoice tooltips in the Customer Portal to display tax rates with up to three decimal places, so rates match the configured values.
• Expenses: Fixed an issue where the customer dropdown could remain stuck loading when linking an expense.
• Payments: Fixed declined-payment automations so they run correctly when an automatic charge is unsuccessful.
• Payments: Fixed malformed payment amounts in notification bell and push notifications so received-payment totals display correctly.
• Schedule: Fixed an issue where extending or updating a recurring series could leave an outdated visit behind.
• Schedule: Fixed extended recurring series not appearing under Recurring Jobs on the customer profile.
• Customers: Fixed the Send Text and Send Email buttons across customer profile tabs so messages can be composed without returning to the Details tab.
• Communications: Fixed bulk text messages incorrectly skipping customers who had valid mobile phone numbers.
• Invoicing: Fixed tax calculations when updating scheduled service prices in bulk so totals remain accurate.

We launched a faster, more flexible Homeworks Calendar that is built to fit the way your business works.

See your real capacity

Plan your day or week against your crew’s available hours. Adjust for a sick day or a short shift, and the numbers update. You always know what your crew can actually take on.

Your calendar, your way

Color and group events by event type or crew, so your team can find what matters faster.

Move a whole day in seconds

Select several events and drag them to a new day when weather or other plans change.

See the details that matter, faster

Open an event to see customer details, notes, photos, services, and common actions without leaving the Calendar. The cleaner Event Details view is easier to use from your desktop, tablet, or phone.

Your schedule, wherever you go

The mobile Calendar opens fast and shows what is on the day. Make changes from the truck instead of waiting until you are back at the office.

Faster today. Built for what’s next.

This Calendar is faster and more flexible today, but this is just the start. It is built on new technology that lets us improve the Calendar faster and connect it more deeply with the rest of your business.

More Calendar updates are coming, followed by a brand-new Dispatch Board. Your feedback matters more than ever because we can now learn, make changes, and get improvements into your hands faster.

The Homeworks MCP and API can now complete more work, create richer records, and find information faster.

Create and manage invoices

The new createInvoice action creates an invoice for a customer with line items, discounts, a title, notes, terms, internal notes, a purchase order, a property, and optional custom fields. Invoice media can also be added or removed through the API.

This supports invoices created outside the normal job completion process and custom workflows.

Update more parts of a job

New actions can update a job's title, category, property, customer, contract, color, invoice settings, and line items. Line items can be created, updated, or removed.

Custom fields can also be set when creating a job, customer, or invoice.

Find individual records faster

AI tools and connected apps can now pull a specific customer, job, item, item package, crew, order, payment, upsell, vendor, or job category by ID. They no longer need to search through a full list first.

Access vendor information

Vendor records are now available through the API. Connected tools can list vendors, pull one vendor, filter vendors by details such as name or location, and see the vendor connected to an item.

Faster invoice searches

We fixed a problem that slowed down large invoice searches using status, due date, and days past due. In tested cases, searches that took more than 10 minutes now finish in less than a second.

Read the full API changelog

We are adding more data, actions, and tools to the Homeworks MCP and API each week.

You can now use these resources to follow development and help shape what we build next:

Follow the Homeworks API changelog to see recent API updates.

Share MCP and API feedback to submit an idea, report a gap, or vote on a request.

See current capabilities and what’s coming to understand what works today and what we plan to add.

New update for Homeworks, including several bug fixes and improvements:

Bug Fixes

• Events: Fixed bulk event completion so the scheduled date can be used as the invoice date.
• Recurring Visits: Fixed automatically extended series so new visits retain forms, custom fields, documents, tags, services, and assigned employees.
• Events: Fixed an error that could occur when creating a visit without an AI-generated description.
• Payments: Fixed an error that could prevent Stripe refunds from processing correctly.
• Schedule: Fixed an issue where removing a visit’s start time set it to midnight instead of clearing it.
• Dispatch Board: Fixed SMS recipient counts so duplicate customer visits no longer inflate the number of recipients or estimated message cost.
• Reports: Updated Revenue by City and Revenue by County reports to group revenue by service location instead of billing address for more accurate reporting.
• Customers: Fixed the Recurring Last Service Date filter so it only includes customers whose latest completed recurring visit falls within the selected dates.
• Dark Mode: Fixed unreadable confirmation and error messages so dialogs display clearly in both light and dark modes.
• Onboarding: Fixed an issue that prevented new customers from receiving their onboarding sequences.
• API: Fixed an issue where queries with conflicting filters on the same related data could silently return incomplete results. The API now returns a clear error instead of incorrect data.
• Reporting API: Fixed report queries that sort grouped results, preventing avoidable query errors and returning results more reliably.

Improvements

• API Access: Added API trial access for Enterprise and limited for Growth plans and improved API activity tracking.
• Routing: Added total drive time and budgeted work time to route data, supporting better route comparisons and capacity planning.
• Payments: Added payee information for expense payments, making it easier to identify the customer, vendor, equipment, or employee associated with each payment.
• Events: Improved event loading performance by removing unnecessary form lookups.
• Customers: Added a Recurring Series End Date filter to help identify customers whose recurring services end within a selected date range.
• Admin API: Added reporting queries for companies, SMS usage, subscription changes, app activity, and users, making administrative data easier to access.
• Scheduling API: Added clearer capacity fields and daily capacity overrides, allowing integrations to adjust an employee’s available hours for specific dates.
• Calendar: Added API support for setting separate colors for visits, meetings, maintenance, and to-dos.
• API: Cleaned up ambiguous and incorrectly typed fields in the public schema, making available data clearer and safer for integrations to use.
• MCP: Improved query guidance so AI assistants can retrieve reports and related data more reliably.

Have feedback or questions? Contact our support team.

You can now connect Homeworks to AI tools and build on the API.

Two paths:

1. Homeworks MCP: Plug any MCP-compatible AI into Homeworks. Works with Claude, ChatGPT, Cursor, Windsurf, and others. Ask questions in plain English and let the AI work with your data. Grab your MCP URL in Settings.
2. Homeworks API: Build custom apps or connect third-party tools like Make and n8n. Uses OAuth, so no passwords are shared. Full programmatic access to your data.

What you can do:

• Get instant crew briefings from the day's dispatch
• Find labor overruns and estimator trends without spreadsheets
• Draft follow-ups for overdue invoices
• Pull everything for a customer in one question

Pricing:

• Enterprise: included
• Growth: free for 30 days after your first connection

Available today — Learn more at home.works/connect

Terms: We updated our Terms of Service to cover API and MCP data access, security, and billing. Review the updated Terms of Service

New update for Homeworks, including several bug fixes and improvements:

Bug Fixes

• All Events: Fixed the customer filter so accounts with more than 1,000 customers can find and select their full customer list.
• Events: Fixed video thumbnails so uploaded videos display a proper preview image.
• Services: Fixed an issue where updating a service price across many scheduled visits could freeze, so large price changes now complete reliably.
• Schedule: Fixed an issue where new recurring series could show no visits until manually updated.
• Invoicing: Fixed an issue where completing an already invoiced visit again could add duplicate invoice line items.
• Schedule: Fixed an issue where the Extend Series button could be missing from the final visit in a recurring series.
• Payments: Fixed an issue that could prevent saved debit cards from being recognized correctly, ensuring credit card processing fees are not applied to debit card payments.

Improvements

• SMS Billing: Updated subscription pricing and SMS metering so charges accurately reflect paid message usage.
• SMS: Added character and segment counts when writing text messages and SMS templates, making it easier to understand message usage before sending.

Have feedback or questions? Contact our support team.

New update for Homeworks, including several bug fixes and improvements:

Bug Fixes

• Invoicing: Fixed invoice line dates not following company settings when closing visits, so invoices use the correct scheduled or closing date.
• Schedule: Fixed Budgeted Hours appearing blank when adding unscheduled estimate work to a recurring visit, so the estimate’s hours carry over correctly.
• Mass Texting: Fixed invalid phone numbers causing an entire mass text batch to appear unsuccessful, so completed sends and skipped customers are reported correctly.
• Schedule: Fixed an issue where dragging a recurring visit could remove the visit without moving the rest of the series, so recurring visits now move to the correct dates.
• QuickBooks: Fixed an error that could interrupt invoice deletion during QuickBooks syncing.
• Customer Portal: Fixed an issue that could prevent customers from signing in through their portal link.
• Automations: Fixed estimate follow-up automations continuing after an estimate was accepted or declined.
• Text Messaging: Fixed customer and employee names being replaced by phone numbers in the conversation list.
• Reports: Fixed an issue where the Revenue by Customer PDF only printed the first 30 records, so the export now includes every customer that matches the selected date range and filters.
• Customers: Fixed the sort order on the Recent Past Due Invoices section of the customer profile so the newest past-due invoices appear first, matching every other invoice list on the page.
• Invoicing (Tax Lookup): Fixed slow tax rate lookups that were adding delays when creating or editing invoices, so tax rates now resolve quickly again.
• Invoicing: Fixed an issue where the Show Invoice Event Date setting was not being respected when completing invoiceable events, so the visit date prompt now appears as expected when the setting is turned on.
• Payments: Fixed an issue where credit card processing fees were being passed to end customers paying with a debit card, so debit and prepaid card payments no longer incur a surcharge.
• Signup: Improved the signup and onboarding flow so users who step away partway through can pick back up where they left off instead of starting over.
• Payments: Debit and prepaid card payments no longer include customer-facing processing fees, helping businesses follow card surcharge rules.
• Notifications: Event completion and crew assignment notifications now show the correct event type, such as Visit, Meeting, Maintenance, or To-do.

Improvements

• Estimates & Invoicing: Improved the tax rate lookup so it completes faster when adding or editing line items, cutting down on wait time during estimate and invoice creation.

Have feedback or questions? Contact our support team.