Frequently Asked
Questions

HandyBook is a business management app for handymen and small trade contractors. It handles quotes (estimates), invoices, job scheduling, a customer CRM, card payments through Stripe, expenses and reports from one account on iPhone and the web. Think of it as your entire back office in your pocket.

Head to handymanbook.app and click Start free trial. Create an account with your email and password, pick how many seats you need, and start a 14-day free trial. You can create your first quote within a couple of minutes.

The iPhone app is a free download with a limited free tier (up to 5 customers, 5 jobs, 5 invoices and 10 quotes per month; no team features). The full product is three paid tiers (Starter $44.99/mo, Pro $119/mo, Business $299/mo) plus a $29.99/mo per-seat add-on, and every paid plan starts with a 14-day free trial you can cancel at no cost.

HandyBook runs in any modern browser on desktop, laptop, tablet, or phone. Every paid plan also includes the native iOS app at no extra cost — use the web dashboard from your desk and the iOS app in the field from the same account.

Handymen, small general contractors, remodelers, painters, plumbers, electricians, HVAC technicians, roofers, flooring and tile installers, carpenters, landscapers, cleaning and pressure-washing businesses. It is designed for solo operators and crews of up to about 20 people, not for commercial construction project management.

Not a native one. HandyBook has a native iPhone app on the App Store, and the full web app works in Chrome and other browsers on Android phones and tablets.

Yes. Import your customer list from a CSV file (the importer recognizes common Jobber column headers). On Pro and Business you can also import customers, estimates, invoices, payments and expenses from QuickBooks Online.

Not at all. If you can send a text message, you can use HandyBook. Every feature is designed for speed and simplicity — no training required. We've tested it with real handymen on real job sites to make sure it just works.

Paid plans are billed monthly or annually by card through Stripe, our payments processor. Your subscription renews automatically. You can view invoices, update your card, or cancel anytime from the billing portal at /dashboard/billing — no phone calls, no cancellation fees.

Three tiers: Starter ($44.99/mo) — jobs, quotes, invoices, customers, Stripe payments, expenses and reports. Pro ($119/mo) — adds SMS delivery, time tracking, recurring jobs, automated reminders, 150+ materials calculators, AI quoting, QuickBooks Online and Google Calendar sync, the Staff Schedule board and a POS register. Business ($299/mo) — adds CRM drip campaigns, customer pipeline, review and referral automation, branded portal and website, live crew map, multi-location and service plans. Each tier includes 1 seat; additional seats are $29.99/mo flat across all tiers (so Starter with 3 seats is $44.99 + $29.99 × 2 = $104.97/mo). Annual billing saves 20%.

Yes. Add or remove seats anytime from /dashboard/billing. Adding a seat bills pro-rata immediately; removing a seat becomes a credit on your next invoice. You cannot drop below your current active teammate count — remove teammates first from /dashboard/team.

Yes — every new account gets a 14-day free trial. Cancel anytime during the trial at no cost. A card is required to start the trial, but you won't be charged until the trial ends.

We accept all major credit and debit cards (Visa, Mastercard, American Express, Discover) processed securely by Stripe. Your card details never touch our servers.

When your customer pays an invoice through the Stripe link we generate, Stripe's standard processing fee (2.9% + 30¢ for U.S. online card payments) is deducted from your payout, plus a 0.5% HandyBook platform fee. On a $500 invoice that's $14.80 to Stripe and $2.50 to HandyBook — the rest goes straight to your connected Stripe account.

We don't refund for partial months once a charge has processed. What we do offer is a real 14-day free trial — you aren't billed until the trial ends, and you can cancel any time before then at no cost. You can also cancel future renewals at any time from /dashboard/billing. For billing issues, email support@handymanbook.app.

Yes — the HandyBook iOS app is included with every paid plan at no extra charge. It uses the same account as the web dashboard, so jobs, customers, and invoices sync automatically. Most teams run the web app from the office and use iOS in the field for photos, signatures, on-duty location, and card-on-file payments.

Yes! With HandyBook Pro, you can send professional quotes directly to your customer's phone via text message or email. They see a clean, branded web page where they can accept the quote with one tap.

You can view your existing jobs, customers, and quotes offline. New data will sync automatically when you reconnect to the internet. We designed the app to handle the spotty cell service you get in basements and crawl spaces.

Yes, on every plan. Each plan includes one seat and each additional teammate is $29.99/month. Teammates get their own login with a role (owner, admin, member or employee). Pro adds time tracking and the Staff Schedule board for assigning jobs; Business adds a live map of on-duty crew.

Yes, QuickBooks Online on the Pro and Business plans: invoices, customers and payments sync to QuickBooks, and you can import your existing QuickBooks history. QuickBooks Desktop is not supported.

Yes, on every plan. Each invoice includes a secure Stripe payment link, and payments go to your own connected Stripe account. The Pro plan also adds an in-person POS register with optional Stripe Terminal card readers.

Yes, on Pro and Business: AI drafts quotes from job photos, a voice description or text; receipt OCR reads vendor and amount from a photo; and AI insights flag anomalies. A monthly AI budget is included and extra credits can be purchased.

HandyBook includes a built-in sketch pad where you can draw diagrams, mark up photos, and annotate job sites. Sketches are saved to the job record so you always have a visual reference for measurements and layouts.

Every plan puts your business name, contact information and custom notes on quotes and invoices. The Business plan adds your logo, brand colors and fonts on every customer-facing page, plus a custom domain for the customer portal.

Absolutely. Your data is stored on Supabase (powered by PostgreSQL) with row-level security, meaning only you can access your data. All connections use TLS encryption, and we follow industry-standard security practices.

Never. Your business data is yours and yours alone. We don't sell, share, or monetize your data in any way. Our business model is simple: you pay for a subscription, and we provide a great product. That's it.

Yes. You can download a full JSON export of jobs, customers, quotes, invoices, payments, expenses, time entries, materials, sketches and communications from account settings at any time.

Yes. We respect data privacy regulations including GDPR. You can request a full export or deletion of your data at any time by contacting support@handymanbook.app. We process only the data necessary to provide the service.

If you cancel, your data is preserved and you can export it at any time from account settings. If you delete your account entirely, all your data is permanently removed from our servers within 30 days.