Advanced Support and Customized Training

Take your next step with HomeKeeper

The HomeKeeper staff is now offering customized technical assistance to help you make the most of HomeKeeper.

Schedule time with us if you or your colleagues want to:

  • Become more confident and competent users
  • Survive staff turnover with an easy transition
  • Turn your data into actionable dashboards
  • Make your job easier with workflow tips
What do you want to do?

Our HomeKeeper team combines expertise in Salesforce and affordable housing and housing counseling programs. We can help you with a range of custom support and training needs, including:

  • Quick start training for staff new to HomeKeeper
  • Personalized training on basic HomeKeeper features
  • Assistance preparing data and/or submitting your quarterly HUD report
  • Advanced support to create custom reports and dashboards
  • Upgrading your account to the latest HomeKeeper version
What’s included?

As part of this service, you can expect:

  • An initial assessment of your current usage.
  • A kick-off meeting to prioritize your needs and map out a training and/or customization plan.
  • Individual in-depth support, training and/or technical assistance to meet your goals.
  • A closeout summary of what was accomplished and links to related resources, including links to recordings of any trainings completed.
Pricing

Option 1: 8 hours of training and support for $1,500.
Option 2: 4 hours at $800

Contact Us Today!
Notes:
  1. Hours must be completed within 60 days of payment receipt.
    A Service Agreement must be signed prior to commencement.
  2. More than one user can participate, but there must be a single designated point of contact for the duration of the engagement.
  3. For advanced services, including data migration, building out additional features, or implementing third-party solutions, consider working with a third-party consultant familiar with HomeKeeper.
  4. Individual support questions can still be directed to support@myhomekeeper.org or brought to our Office Hours. This offering is for more customized support or training than what is currently offered as part of your annual support fee.
  5. No refunds will be given for unused hours.