Frequently asked questions
Clear answers before a product walkthrough
Practical questions from development, customer care, construction, technology, management and procurement teams.
Does HomeBook replace our CRM?
No. HomeBook can work with existing CRM and operational systems, coordinating the home journey and shared property record between them.
Can we start with one project?
Yes. A focused project can prove the workflow and create a repeatable configuration for wider adoption.
Do trades need another complex login?
Not necessarily. Trades can accept, schedule and complete assigned work through email as well as a focused field experience.
Can the purchaser experience be white labelled?
Yes. The purchaser and resident experience can be configured around the developer or project brand.
Where does AI make a difference?
AI analyses structured project data to produce summaries and reporting, identify trends, surface anomalies and risks, forecast likely problems, recommend priorities and answer questions. Deterministic workflows handle classification, routing, reminders and approvals.
What implementation information is required?
Discovery maps current processes, roles, systems, data, evidence and decision rights. The resulting scope defines configuration, imports, integrations and adoption.
How long does implementation take?
Timing depends on the selected workflow, project data, connections, participants and acceptance requirements. HomeBook confirms the delivery plan after discovery rather than applying one generic timetable to every implementation.
What can be imported and exported?
Projects, buildings, homes, purchasers, documents, specifications, assets, warranties and agreed operational records can be onboarded. Reporting can be provided in PDF and spreadsheet formats; field mapping, frequency and ownership are confirmed in scope.
How are teams trained and supported?
Enablement is organised around each participant’s role. The delivery plan covers role-specific onboarding, administrator transition, launch readiness and a post-launch workflow review.
How does HomeBook support strata management?
HomeBook transfers authorized building and home information into a structured record, then supports communications, deficiencies, warranty and operational continuity.
How are security and data-residency requirements handled?
HomeBook works with technology and procurement teams to confirm hosting, data residency, retention and contractual requirements for the selected market and implementation.
How does HomeBook support British Columbia possession and deficiencies?
HomeBook connects orientation, deficiency capture, trade assignment, possession readiness, key release and purchaser updates to the correct home and project record.
Can HomeBook support strata transition and British Columbia 2-5-10 home warranty insurance?
HomeBook can structure building, home, warranty and transition information; monitor missing records; and retain deficiency evidence against the home. The applicable home warranty insurance policy, warranty provider and provincial requirements remain authoritative.
See HomeBook around your real workflow
Bring one current process to the walkthrough.
We will map the process, show the relevant HomeBook workflow and discuss how it fits your teams and existing systems.
Book a Demo