How can we help?

Profile, password, team seats, account deletion.

• Your Account Settings
• Password & Sign-In
• Two-Factor Authentication (2FA)
• Team Members & Roles
• +2 more

Earn recurring commission referring businesses to HandyBook.

• How the Affiliate Program Works
• Becoming an Affiliate
• Signing Your Agreement & Onboarding Checklist
• Your Free Business Plan & Sample Data
• +6 more

AI quote drafts, photo-to-measurements, voice notes.

• AI Quote from Photo
• Voice-to-Quote
• AI Insights Feed
• AI Customer Chatbot
• +3 more

Compare Free / Pro / Business plans and add-ons.

• Plans & Tiers Explained
• Upgrading & Downgrading
• Annual Billing
• Seat Management
• +1 more

Logo, colors, custom subdomain, white-label.

• Logo, Colors & Branding
• Custom Domain & Site Address
• Branded Emails & PDFs
• The Customer Portal
• +1 more

Email + SMS sequences that nurture your leads.

• What are Drip Campaigns?
• Building a Drip Sequence
• Triggers — Enrolling Customers
• Channels — Email vs. SMS
• +2 more

Customer records, segments, tags, CSV import.

• Creating a Customer
• Importing Customers from CSV
• The Customer Record
• Customer History & Timeline
• +4 more

Custom forms, intake questionnaires, e-signature.

• Building Custom Forms
• Attaching Forms to Jobs
• Signature Capture
• Form PDF Export

Set up your account and ship your first invoice in under 10 minutes.

• Welcome to HandyBook
• Your First 5 Minutes
• Importing Your Existing Data
• Account & Workspace Setup
• +1 more

QuickBooks, Stripe Connect, Google Calendar, more.

• QuickBooks Online Integration
• Google Integration (Calendar & Drive)
• Zapier Integration
• API Basics
• +1 more

Create, send, and chase invoices.

• Creating an Invoice
• Sending an Invoice
• Overdue Invoices
• The Hosted Invoice Page
• +2 more

Schedule jobs, track time, log materials.

• Creating a Job
• Job Status Lifecycle
• Adding Photos to Jobs
• Scheduling & Dispatch
• +5 more

iOS + Android — installs, push, offline, sync.

• Installing the App & Signing In
• What Works on Mobile vs. the Web Dashboard
• Notifications, Photos & Staying in Sync

Run multiple shops with separate P&L.

• Adding & Managing Locations
• Per-Location P&L
• Location-Specific Staff
• Location-Specific Tax Rates

Stripe Connect, payouts, refunds, card surcharge.

• Connecting Stripe (Onboarding)
• Processing Fees Explained
• Issuing Refunds
• Disputes & Chargebacks
• +1 more

Lead → quoted → scheduled → paid pipeline.

• Kanban Pipeline Basics
• Custom Pipeline Stages
• Automating Follow-up Alongside the Pipeline
• Lead Source ROI Dashboard

Point of sale for over-the-counter sales.

• Register Basics
• The Checkout Flow
• Split Payments
• POS Refunds & Returns
• +3 more

Receipt printers, cash drawers, scanners, Stripe Terminal.

• Picking POS Hardware
• Connecting a Receipt Printer
• Barcode Scanner Setup
• Cash Drawer Setup
• +1 more

Build, send, and get quotes signed.

• Creating a Quote
• Line Items on Quotes & Invoices
• Templates & the Materials Calculator
• E-Signature on Quotes
• +2 more

Maintenance plans and recurring memberships.

• Service Plan Basics
• Creating a Service Plan
• Subscribing Customers to Plans
• Managing Member Benefits

Revenue, AR, crew utilization, P&L.

• Revenue Report
• Profitability Report
• Time Report
• Tax Report
• +6 more

Ask for reviews, run a referral program.

• Automated Review Requests
• Pointing Review Requests at Google
• Setting Up a Referral Program
• Tracking Reviews & Referral Results

Common problems and how to fix them.

• Payment Declined / Failed
• Email Not Received
• Login Problems
• Sync Errors
• +2 more