Getting Started
Prerequisites
- iOS 13+ / Android 8+ / Web browser
- Internet connection for initial setup
- Email address for account creation
Installation
- Download Home Base from the App Store (iOS) or Google Play Store (Android)
- For web: Visit the Home Base web app URL
- Open the app and grant necessary permissions (camera, notifications, etc.)
Authentication
Registration
How to Create an Account
- Open the App - Launch Home Base on your device
- Navigate to Sign Up - If not automatically redirected, tap "Sign up" from the sign-in screen
- Fill in Required Information:
- Full Name - Enter your first and last name
- Email Address - Provide a valid email address
- Password - Create a secure password (see requirements below)
- Confirm Password - Re-enter your password to confirm
Password Requirements
Your password must meet all of the following criteria:
- โ At least 8 characters
- โ One uppercase letter (A-Z)
- โ One number (0-9)
- โ One special character (!@#$%^&* etc.)
Example: HomeBase2024!
Alternative Sign-Up Methods:
- Google Sign-In - Tap the Google button to sign up with your Google account
- Apple Sign-In (iOS only) - Tap the Apple button to sign up with your Apple ID
What Happens Next?
- A verification email will be sent to your email address
- You'll be redirected to the Check Email screen
- Click the verification link in the email to activate your account
- After verification, you'll be redirected to the app's home screen
Sign In
How to Sign In
- Open the App - Launch Home Base
- Enter Credentials:
- Email Address - The email associated with your account
- Password - Your account password
- Tap "Sign In"
Alternative Sign-In Methods:
- Google Sign-In - For accounts created with Google
- Apple Sign-In (iOS only) - For accounts created with Apple
Password Reset
How to Reset Your Password
- On the Sign In screen, tap "Forgot password?"
- Enter your Email Address
- Tap "Send Reset Link"
- Check your email for the password reset link
- Click the link to open the reset password page
- Enter your New Password (must meet all requirements)
- Confirm your new password
- Tap "Reset Password"
- You'll be redirected to sign in with your new password
Spaces
What are Spaces?
Spaces represent different physical locations where you store items. Examples include:
- Your primary home
- Office
- Vacation home
- Garage
- Storage unit
- Apartment
Creating a Space
- Navigate to Spaces: From the home screen, tap the "Spaces" tab or navigate to Spaces
- Tap "Add Space" Button: Located in the top-right corner of the screen (orange button with plus icon)
- Enter Space Details:
- Space Name: Enter a custom name (e.g., "My House", "Downtown Office") or select a preset name. Maximum 40 characters.
- Choose Type (Optional): Select from preset types with icons:
- ๐ Home - Orange theme
- ๐ผ Office - Blue theme
- โ๏ธ Vacation Home - Yellow theme
- ๐ง Garage - Gray theme
- ๐ข Apartment - Pink theme
- โ Custom - Gray theme
- Address (Optional): Street address, maximum 120 characters
- City (Optional): City name, maximum 60 characters
- Country (Optional): Tap to open country picker
- Create Space: Tap the "Create Space" button
Managing Spaces
Viewing Spaces
- My Spaces: Spaces you own (shown first)
- Shared With Me: Spaces shared by other users (shown second)
- Active Space: The currently selected space has an orange border
Selecting a Space
Tap any space card to make it the active space. The active space is used for adding rooms and items. A blue border indicates the active space.
Editing a Space
- Tap the three-dot menu (โฎ) on the space card
- Select "Edit Space"
- Modify the name, type, address, city, or country
- Tap "Save Changes"
Sharing a Space
Space sharing allows you to collaborate with family members or others by giving them access to your spaces.
How to Share a Space:
- Navigate to Share: Tap the three-dot menu (โฎ) on the space card and select "Share Space"
- Enter User Details:
- Email Address: Enter the email address of the person you want to share with
- Permission Level: Choose between two permission types:
- Editor (๐ข): Can add, edit, and delete items and reminders
- Viewer (๐ต): Can only view items and reminders (read-only access)
- Send Invitation: Tap the "Share" button. An invitation email will be sent to the user.
Managing Shared Users
Once users have accepted your invitation, you can manage their access:
- View Shared Users: See all users with access to your space
- Active users show their name and email
- Pending invitations show "Pending" badge
- Change Permissions: Tap the three-dot menu next to a user to switch between Editor and Viewer
- Remove Access: Tap the three-dot menu and select "Remove User" to revoke access
- Cancel Invitation: For pending invitations, you can cancel before they're accepted
Important Notes:
- Pro Feature: Space sharing requires an active Pro subscription
- Default Space: You can share the default "Home" space
- Multiple Users: Share with multiple people simultaneously
- Instant Updates: Changes sync in real-time across all users
- Activity Logging: All sharing actions are logged for security
Leaving a Shared Space
If someone has shared a space with you:
- Navigate to the Spaces tab
- Find the shared space under "Shared With Me"
- Tap the three-dot menu (โฎ)
- Select "Leave Space"
- Confirm your choice
Note: You will lose access to all items, rooms, and reminders in that space.
Deleting a Space
- Tap the three-dot menu (โฎ) on the space card
- Select "Delete Space"
- Confirm deletion
Restrictions:
- Cannot delete the default "Home" space
- Must have at least one space at all times
- Deleting a space also deletes all rooms, items, and reminders within it
Rooms
What are Rooms?
Rooms are subdivisions within a space. They help you organize items by location. Examples include:
- Living Room
- Bedroom
- Kitchen
- Bathroom
- Garage
- Office
Creating a Room
- Navigate to Rooms: From the bottom navigation, tap the "Rooms" tab
- Ensure You Have an Active Space: Rooms are created within the currently active space
- Tap "Add Room" Button: Located in the top-right corner (orange button with plus icon)
- Enter Room Details:
- Room Name: Enter a custom name (e.g., "Master Bedroom", "Kitchen") or select a preset name. Maximum 40 characters.
- Choose Type: Select from preset room types with icons:
- ๐บ Living Room - Orange theme
- ๐ Bedroom - Red theme
- โ Kitchen - Yellow theme
- ๐ฟ Bathroom - Blue theme
- ๐ผ Office - Green theme
- ๐ง Garage - Gray theme
- ๐ฅ Dining Room - Pink theme
- โญ Kids Room - Orange theme
- ๐ฆ Store Room - Indigo theme
- โ๏ธ Balcony - Yellow theme
- ๐ช Gym - Green theme
- โ Custom - Gray theme
- Preview: See a preview of your room card showing icon, name, and initial item count (0)
- Create Room: Tap the "Create Room" button
Managing Rooms
Viewing Rooms
Rooms are displayed as cards with:
- Icon and color
- Room name
- Number of items in the room
- Total value of items in the room
Searching Rooms
Use the search bar at the top to filter rooms by name. Results update in real-time as you type.
Navigating to a Room
Tap any room card to view its details and items. You'll see all items stored in that room.
Items
What are Items?
Items are the individual objects you want to track in your inventory. Each item can have:
- Basic information (name, brand, model, serial number)
- Purchase details (price, date, store)
- Condition
- Category
- Location (room)
- Documents (photos, invoices, warranties, etc.)
- Service and maintenance information
Adding an Item
- Navigate to Add Item: From the home screen, tap "Add Item" or "+" button, or from a room screen, tap "Add Item"
- Fill in Item Information:
- Basic Information:
- Item Name (Required) - Name of the item (e.g., "Samsung TV", "Office Chair")
- Brand - Manufacturer brand (e.g., "Samsung", "Herman Miller")
- Model - Model number or name
- Serial Number - Unique serial number (can be scanned via QR code)
- Category - Select from preset categories: Electronics, Furniture, Appliances, Clothing, Jewellery, Kitchen, Sports, Books, Toys, Tools, Documents, Other
- Room - Select which room this item is in
- Purchase Information:
- Purchase Price - How much you paid
- Purchase Date - When you bought it (date picker)
- Purchase Store - Where you bought it
- Condition: Select from: New, Like New, Good, Fair, Poor
- Basic Information:
- Add Photos: Tap "Add Photo" to take a photo or choose from gallery
- Free Plan: 1 photo per item
- Pro Plan: Up to 4 photos per item
- Photos are compressed to 2MB or less for optimal storage
- Add Documents (Optional): Upload invoice, warranty, insurance, service, or renewal documents
- Warranty Information (Optional): Toggle "Has Warranty" to enable and enter warranty details
- Insurance Information (Optional): Toggle "Has Insurance" to enable and enter insurance details
- Renewal Information (Optional): Toggle "Has Renewal" to enable and enter renewal details
- Service Information (Optional): Toggle "Has Service" to enable and enter service details
- Additional Information: Add notes and tags for easier searching
- Save Item: Tap "Save Item" button
Item Features
- QR Code Scanning: Scan QR codes to auto-fill model numbers or service dates
- Photo Management: Add up to 4 photos (Pro) or 1 photo (Free)
- Document Management: One document per type (invoice, warranty, etc.)
- Offline Support: Items can be created offline and synced later
- Activity Logging: All item creation and edits are logged
Reminders
What are Reminders?
Reminders help you track important dates and events related to your items:
- Warranty - When warranties expire
- Service - When items need maintenance
- Insurance - When insurance policies renew
- Renewal - When subscriptions/licenses renew
- Custom - Any other important dates
Creating a Reminder
- Navigate to Reminders: From the bottom navigation, tap the "Reminders" tab
- Tap "Add Reminder" Button: Located in the top-right corner (orange button with plus icon)
- Select an Item: Choose the item you want to create a reminder for
- Configure Reminder Settings:
- Basic Information:
- Title - Name of the reminder (e.g., "Car Service Due")
- Type - Select reminder type: Warranty, Service, Insurance, Renewal, or Custom
- Date and Time:
- Due Date - When the reminder should trigger
- Time - Specific time for the reminder
- Recurrence (Optional):
- Frequency: Once, Daily, Weekly, Monthly, Yearly
- End Date: When to stop recurring (optional)
- Notifications: Enable/disable push notifications and set advance notification
- Basic Information:
- Save Reminder: Tap "Save Reminder"
Managing Reminders
Viewing Reminders
- Active Reminders: Enabled reminders that haven't expired
- Disabled Reminders: Paused reminders
- Urgency Indicators:
- ๐ด Red: Due within 7 days or overdue
- ๐ก Yellow: Due within 21 days
- ๐ข Green: Due in more than 21 days
Filtering Reminders
Tap the filter dropdown to filter by type: All, Warranty, Service, Insurance, Renewal, or Custom.
Swipe Actions
- Swipe Left on a reminder card to archive it
Reminder Menu Options
Tap the three-dot menu (โฎ) on a reminder card to:
- Enable/Disable - Pause or resume the reminder
- Archive - Move to archived reminders
- Delete - Permanently remove the reminder
Auto-Generated Reminders
Reminders are automatically created when you add warranty/service/insurance/renewal info to items. These reminders track:
- Warranty Reminders: Track warranty expiration dates
- Service Reminders: Track maintenance schedules with recurring intervals
- Insurance Reminders: Track insurance renewal dates
- Renewal Reminders: Track subscription/license renewals
Exporting Reminders to Calendar
You can export individual reminders to your device's native calendar app (Google Calendar, Apple Calendar, etc.).
How to Export a Reminder
- Navigate to Reminder: Go to the Reminders tab and tap on the reminder you want to export
- Export to Calendar: Tap the "Export" button (calendar icon)
- Grant Permissions: Grant calendar permissions if prompted (first time only)
- The reminder will be added to your device calendar
What Gets Exported:
- Event Title:
[Type] Reminder Title(e.g.,[Warranty] TV Service Due) - Event Notes: Includes item name, reminder type, repeat frequency, and due date
- Event Time: Uses the reminder's due date and time (defaults to 9:00 AM if no time set)
- Event Duration: 1 hour block
- Recurrence: Exports recurring reminders with repeat rules (monthly, quarterly, yearly)
Important Notes:
- Premium Feature: Calendar export requires a Pro subscription
- No Duplicates: System prevents exporting the same reminder twice
- Rich Details: Exported events include all reminder information in the notes
- Sync: Events appear in your default calendar app immediately
- Mobile Only: Calendar export is available on iOS and Android apps (not available on web)
Managing Exported Reminders:
- Exported reminders are tracked to prevent duplicates
- If you edit a reminder in Home Base, re-export it to update the calendar event
- Deleting a reminder in Home Base does NOT delete the calendar event (manual cleanup required)
Troubleshooting Calendar Export:
- Permission Denied: Enable calendar permissions in Settings -> Apps -> Home Base -> Permissions
- No Calendar Found: Ensure you have a calendar app set up (Google Calendar, Outlook, etc.)
- Already Exported: Each reminder can only be exported once to prevent duplicates
Tasks
What are Tasks?
Tasks help you organize work that needs to be completed around your home.
Use Tasks for things like:
- Maintenance โ Clean the AC filter, clean the water tank
- Household Work โ Organize the garage, repaint a room
- Follow-ups โ Check an appliance, inspect a room
- Recurring Work โ Garden maintenance, refrigerator cleaning
- General To-Dos โ Any work you want to remember and complete
Tasks are focused on things that need to be done.
Creating a Task
- Navigate to Tasks: From the Home dashboard or Tasks section, open the Tasks list.
- Tap "Add Task": Tap the orange + button.
- Enter Task Information:
- Title โ Name of the task (e.g., "Clean AC Filter")
- Description โ Additional information about the task
- Priority โ Low, Medium, or High
- Add a Checklist (Optional): Break the task into smaller steps. Add as many checklist items as needed.
Example:
- โ Turn off AC
- โ Remove filter
- โ Clean filter
- โ Reinstall filter
- Set a Due Date: Select when the task should be completed.
- Add Estimated Cost (Optional): Enter an estimated cost for the task.
- Assign the Task (Optional): Assign it to a family member or shared user.
- Link Items (Optional): Link the task to one or more assets in your home.
- Save Task: Tap Save.
Managing Tasks
Task Status
Tasks can have the following states:
- To Do โ Task has not been started
- In Progress โ Work has started
- Completed โ Task has been completed
The status can be updated directly from the Task detail page without editing the entire task.
Completing a Task
- Open the Task.
- Complete the checklist items as you work.
- Tap Mark Complete when the task is finished.
- The task is moved to completed tasks.
- The completion date is recorded in Task History.
Task History
Task History keeps a record of completed tasks. It can show:
- Task name
- Linked item
- Assigned person
- Due date
- Completed date
- Checklist completion
- Estimated cost
- Actual completion information
Task History vs Service History: Task History is separate from Service History. Task History records work you planned and completed. Service History records maintenance, repairs, and services performed on your home or its assets.
Sharing a Task
Depending on the user's access to the Space:
- Owner can create, edit, assign, complete, and delete tasks.
- Editor can manage tasks according to their Space permissions.
- Viewer can view tasks but cannot make changes.
Task Menu Options
Tap the three-dot menu (โฎ) on a task to access available actions such as:
- Edit
- Change status
- Duplicate
- Delete
Issues
What are Issues?
Issues help you track problems that need to be fixed in your home.
Use Issues for things like:
- ๐ง Leaking tap
- โ๏ธ AC not cooling
- ๐ฟ Water leakage
- โก Electrical problems
- ๐ง Refrigerator not working
- ๐ Wall damage
- ๐ Appliance problems
An Issue is different from a Task.
- Task: Something you need to do.
- Issue: Something that is wrong and needs to be resolved.
Creating an Issue
- Navigate to Issues: Open the Issues section.
- Tap "Add Issue": Tap the orange + button.
- Enter Issue Information:
- Title โ Name of the problem
- Description โ Explain what is wrong
- Priority โ Low, Medium, or High
- Reported Date โ Date the issue was reported
- Link an Item (Optional): Select the affected asset
- Add Photos (Optional): Add photos showing the problem
- Add a Service Provider (Optional): Select a service provider who will handle the issue
- Add a Checklist (Optional): Add steps that need to be completed.
- Add Estimated Cost (Optional).
- Save Issue.
Issue Status
Issue status is managed separately from the Add/Edit form. New issues start as:
- Open
You can change the status directly from the Issue detail page. You do not need to edit the Issue every time its status changes.
Issue Status Definitions
- ๐ด Open โ Issue has been reported but work has not started.
- ๐ต In Progress โ Someone is currently working on the issue.
- ๐ข Resolved โ The problem has been fixed.
- โช Closed โ The issue has been closed without requiring further action.
Managing an Issue
From the Issue detail page you can:
- View the affected item
- View photos
- View the assigned service provider
- View the checklist
- View estimated cost
- Add resolution notes
- Change the issue status
Resolving an Issue
- Open the Issue.
- Complete the required work/checklist.
- Add or update the service provider if required.
- Add Resolution Notes.
- Tap Resolve.
- The issue is marked as resolved. The completed service is recorded in Service History when applicable.
Closing an Issue
Use Close when the issue should no longer remain active but does not need to be marked as resolved.
Reopening an Issue
If an issue was resolved or closed but needs attention again:
- Open the Issue.
- Tap Back to Open.
- The issue returns to Open. It can then move through the workflow again.
Service Providers
What are Service Providers?
Service Providers are professionals or businesses you regularly use to maintain or repair your home.
Examples include:
- ๐ง Plumbers
- โก Electricians
- โ๏ธ AC technicians
- ๐งน Cleaning services
- ๐ Pest control
- ๐จ Handymen
- ๐ ๏ธ Appliance repair technicians
- ๐ Contractors
Service Providers are maintained as a separate list from your Spaces. This allows you to reuse the same provider for different issues and services.
Adding a Service Provider
- Navigate to Service Providers.
- Tap Add.
- Enter the provider information:
- Name
- Category
- Phone number
- Company
- Notes
- Save the Service Provider.
Using a Service Provider for an Issue
- Open an Issue.
- Go to Service Providers.
- Select a provider from your list.
- The provider is linked to the Issue.
- You can contact the provider using the available contact options.
Service Provider Ownership
Service Providers belong to the user who created them. A Service Provider is not automatically added to every shared Space.
For shared Spaces:
- The person who owns the Service Provider controls their provider record.
- Other users do not automatically see the owner's entire Service Provider list.
- A shared user can add their own Service Provider to their own list.
- A provider can be reused across multiple Issues.
This keeps personal contact information separate while still allowing providers to be used for home management.
Editing a Service Provider
Only the owner of a Service Provider can edit or delete that provider's information. Other Space users cannot modify someone else's Service Provider record.
Service History
What is Service History?
Service History keeps a record of maintenance, repairs, and services performed on your home and its assets.
For example:
- AC annual service
- Refrigerator repair
- Plumbing repair
- Electrical inspection
- Pest control
- Washing machine repair
- Appliance maintenance
Service History helps you answer: What was done, when was it done, who did it, and how much did it cost?
How Service History is Created
Service History can be created when an Issue involving a service or repair is completed.
For example:
- Issue: AC not cooling
- Service Provider: Cool Air Solutions
- Work completed
- Issue Resolved
- Service History: AC Repair โ โน1,500 โ Cool Air Solutions โ 20 August 2026
What Service History Contains
A service record can include:
- Service / Issue name
- Linked asset
- Service Provider
- Service date
- Cost
- Notes
- Photos
- Resolution information
Viewing Service History
- Open Service History.
- Browse completed services.
- Tap a service record to view its details.
Service History vs Task History
These two histories serve different purposes.
- Task History: Records tasks that were completed.
- Task History Examples: Clean garage, Replace AC filter, Organize storage room.
- Service History: Records actual maintenance, repairs, and professional services.
- Service History Examples: AC repair, Plumbing repair, Electrical inspection, Pest control.
Not every completed Task becomes a Service History record.
Reports
What are Reports?
Reports give you an overview of your home's activity and help you understand where your time and money are going.
Reports can include information about:
- ๐ฐ Expenses
- ๐ง Services
- โ ๏ธ Issues
- โ Tasks
- ๐ Spending categories
- ๐ Activity over time
Viewing Reports
- Open Reports.
- Select a reporting period.
- Review the available statistics and charts.
- Select a section for more detailed information.
Report Overview
The Overview section can show:
- Total Expenses โ Total recorded service and maintenance expenses
- Services Booked โ Number of services recorded
- Issues Reported โ Number of issues reported
- Tasks Completed โ Number of completed tasks
Expense Trends
The Expense Trend chart shows how your home-related expenses change over time. Use it to identify:
- High-spending periods
- Recurring expenses
- Changes in maintenance costs
Spending Categories
Reports can group expenses into categories such as:
- Appliances
- Plumbing
- Electrical
- Pest Control
- General Maintenance
- Other services
This helps you understand where you're spending money on your home.
Report Periods
Use the date filter to view different periods such as:
- This Month
- Last Month
- This Year
- Last Year
- Custom Period
Reports and Linked Data
Reports are generated from information recorded in Home Base.
For example:
- Issues
- Services
- Service History
- Expenses
- Reports
The more complete your records are, the more useful your reports become.
Additional Features
Home Screen
The home screen provides an overview of your inventory:
- Active Space: Shows your currently selected space
- Quick Stats: Total items, rooms, and reminders
- Recent Activity: Latest additions and changes
- Quick Actions: Add item, add room, view reminders
Documents
Access all your uploaded documents:
- Invoices
- Warranties
- Insurance documents
- Service records
- Renewal documents
Calendar View
View reminders in a calendar format:
- Monthly and weekly views
- Color-coded by reminder type
- Tap to see reminder details
Subscription Plans
Free Plan
- 1 space
- Unlimited rooms
- Unlimited items
- 1 photo per item
- Basic reminders
- Ad-supported
Pro Plan
- Unlimited spaces
- Unlimited rooms
- Unlimited items
- 4 photos per item
- Advanced reminders
- Space sharing
- Priority support
- No ads
- Export data
Offline Mode
Home Base works offline:
- Create spaces, rooms, and items while offline
- Changes are queued for sync when you're back online
- Network status indicator shows connection state
- Cached data is available for offline viewing
Data Sync
- Automatic sync when online
- Conflict resolution for simultaneous edits
- Activity history tracking
- Data backup and restore
Space Sharing and Collaboration
Home Base allows you to share spaces with family members, roommates, or colleagues for collaborative inventory management.
Key Features:
- Share Spaces: Invite others to view or edit your spaces
- Two Permission Levels:
- Editor: Can add, edit, and delete items and reminders
- Viewer: Can only view items and reminders (read-only)
- Real-time Sync: Changes sync instantly across all users
- Pending Invitations: Invitation system with email notifications
- Activity Logging: All sharing actions are logged for security
- Multiple Users: Share with multiple people simultaneously
Note: Space sharing is a Pro feature. You need an active Pro subscription to share spaces.
Troubleshooting
Common Issues
Can't create a space:
- Check if you've reached your space limit (Free: 1, Pro: Unlimited)
- Ensure you're online or have queued the creation for sync
Can't add more photos:
- Free plan allows 1 photo per item
- Upgrade to Pro for up to 4 photos per item
Reminders not working:
- Check notification permissions in your device settings
- Ensure the app has permission to send notifications
- Verify the reminder is enabled
Items not syncing:
- Check your internet connection
- Pull to refresh the list
- Check the sync queue in settings
Can't log in:
- Verify your email and password
- Check if your account is locked (wait 30 minutes)
- Use "Forgot Password" to reset your password
- Ensure you've verified your email
Frequently Asked Questions
Need More Help?
Can't find what you're looking for? Our support team is here to help.
Email Supporthomebase@dwarfknight.com