<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

30 Day Set Up Checklist

Account & Billing

Settings & Account Preferences

How to Use Hearth🛠

Financing

How to Send the Loan Application

Financing Calculator

Finance Tracking

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

Personal Loans & Financing 101

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

Bulk Import Clients

Lead Capture in 2 Minutes

AI Smart Messages

Homeowner Experience

Financing: The Pre-qualification Form