<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/79d52ad3-8854-41b7-b751-ed0f51b120a6/social-icon.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/79d52ad3-8854-41b7-b751-ed0f51b120a6/social-icon.png" width="40px" /> Welcome to Hearth's Help Center! We're here to answer your questions. Can't find what you're looking for? Please reach out so we can help!

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Customer Support

Phone: (512) 686-4141

Email: [email protected]

<aside> ☎️ Our Customer Service team is based in Austin, Texas. We are open Monday through Friday from 8AM to 5PM CST. Hearth is closed during traditional bank holidays.

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Getting Started 👷‍♂️


Setup

Create Your Account

Download the App

Additional Education

Account & Billing

Billing

Team

Logging In

Logging Out

Settings & Account Preferences

How to Use Hearth🛠


Financing

How to Send the Loan Application

Financing Calculator

Finance Tracking

Marketing

Scheduling

Scheduling Appointments

Scheduling Feedback

Calendar Sync (Google / Apple / Outlook)

Contracts

Set Up Contracts

How to Send a Contract

How to Edit Contract Template

Training Videos

Hearth Platform Training Videos

Invoices

Set Up Payment Processing

Sending An Invoice

Manual Balance Transfer

Tracking Payments

Payment Settings

Automatic Balance Transfer

Quotes

How to Send a Quote

Revising a Quote

Saving a Quote as a Draft

How to Print a Quote

Client Management

Leads

Bulk Import Clients

Lead Capture in 2 Minutes

Homeowner Experience

Financing: The Pre-qualification Form