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Hearth

by Hearth · Since 2016
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Active1+ countriesCloud
Quick facts
VendorHearth
Year launched2016
StatusActive
LocationAustin, Texas
Countries served1+
Languages1
Integrations
Free tier
Free trial
Contact salesYES

About Hearth

Hearth is an estimating and invoicing software from Hearth that helps home improvement professionals sell more jobs, faster. It offers customer financing, digital payments, and client management so contractors can simplify their sales processes. With Hearth, users can access a concierge service for financing options, including 0% intro APR credit cards. Additionally, the platform supports features that allow for quick quoting and efficient payment processing, making it easier for contractors to manage their projects and finances. Key capabilities: customer financing digital payments client management quick quoting efficient invoicing Best for: contractors that need effective tools for estimating and invoicing.

Hearth delivers a comprehensive, contractor-focused software suite tailored for home improvement pros who need to manage quotes, contracts, financing, payments, scheduling, and customer relationships — all from one platform. Its strength lies in combining business‑management tools with financing capability: contractors can offer project financing to homeowners, issue professional-looking quotes and contracts, send invoices, and accept digital payments — which can significantly increase job closing rates and customer affordability. The mobile app and web interface make it especially useful for contractors working on site or moving between jobs. Moreover, the inclusion of scheduling, job assignment, and customer notifications helps to streamline operations and reduce missed appointments or paperwork headaches. On the downside, Hearth is designed for the U.S. market and depends on third-party lenders for financing — which limits portability and control for businesses operating elsewhere. Integration options remain limited, potentially complicating accounting for firms using other tools. Overall, for U.S.-based contractors wanting an all-in-one solution to professionalize their workflow and offer financing, Hearth is a strong choice.

Pros & Cons

What users like
  • +Enables contractors to offer customer financing, boosting job closure rates and project sizes.
  • +Lets users generate and send professional quotes and contracts quickly from any device.
  • +Consolidates invoicing, payments, scheduling, and client data in one unified platform.
  • +Mobile connectivity lets contractors manage jobs, payments, and documents on the go from job sites.
  • +Built‑in marketing tools and client financing options help contractors attract more leads and close more deals.
What users flag
  • Platform is U.S.-centric, which limits usefulness for contractors outside the United States.
  • Financing depends on third‑party lenders; contractors have no control over approval or underwriting.
  • Heavy reliance on internet and mobile connectivit, offline or unreliable network may disrupt workflows.

Features

Key features

Digital Quotes
Allows contractors to create and send professional estimates from any device.
Digital Contracts
Lets users convert approved quotes into contracts, with templated or custom contract text and digital signatures.
Invoicing & Payments
Enables digital invoices, automated reminders, and accepts payments via debit/credit card or ACH (eCheck).
Customer Financing Options
Provides financing to homeowners through partner lenders — enabling monthly payments and boosting project affordability.
Scheduling / Calendar & Job Management
Lets contractors manage jobs, assign employees/subcontractors, view unified calendar, and send reminders.

Additional features

Client / Lead Management
Intake leads, store customer info, manage client workflows.
Quotes & Estimates
Create and deliver quotes quickly on site or remotely.
Contracts Generation & Signing
Provide contract templates, customizations, digital signature collection.
Invoicing with Reminders
Send invoices, schedule or automate reminders for payment.
Payment Processing
Accept payments via debit, credit card or ACH (eCheck) — online and remotely.
Financing Pre‑Qualification & Offers
Allow customers to apply for home improvement loans through third‑party lenders (for projects from about US$1,000 to US$250,000, subject to lender terms).
Scheduling & Job Assignment
Unified calendar accessible on any device, assign employees/subcontractors, track job status.
Customer Notifications
Automated text or email reminders to customers about appointments, jobs, invoices, etc.
Employee / Permission Management
Assign permissions, manage subcontractor access, control who sees what.
Marketing Tools
Provide marketing assets (digital banners, flyers, social‑media tools, financing calculators) to help contractors generate leads.
Document & History Tracking
Store quotes, contracts, invoices, payment history, client interactions.
Mobile & Desktop Access
Accessible via web and via mobile apps (iOS / Android) for on‑the-go use.
Reporting & Tracking
Track job progress, outstanding invoices, payments, contract status, project pipeline.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
1
Interface languages
17
Billing currencies

Available in

USA

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇷🇺RUB🇮🇳INR🇲🇽MXN🇧🇷BRL🇸🇬SGD🇰🇷KRW🇹🇷TRY🇿🇦ZAR🇳🇿NZD

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