Lots of small jobs, none of them forgotten

CRM for handyman businesses

Twenty small jobs a week, each quoted, booked, photographed, invoiced and paid from a phone, with repeat customers and property managers remembered so the next job is one tap away.

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JobBoard: the handyman businesses edition, in your browser

One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. JobBoard carries dispatch map, routes per technician and a phone view built for the van, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.

Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the handyman businesses demo on its own page.

Who this is for

Built for handyman businesses

Handyman services, painting company owners, fencing company teams, lawn care and odd job businesses with 1 to 20 people, doing many small jobs a week, who need something simpler than a construction tool and smarter than a notebook.

Quotes for small jobs in under a minute

A price list of common tasks, hang a door, patch drywall, mount a TV, build a fence panel, and a minimum charge. Pick the tasks, the quote goes by text and the customer accepts with one tap.

A day of small jobs routed sensibly

Jobs are grouped by area and time window so a handyman is not crossing town four times. The customer gets an arrival text, and the next job shows its access notes before the van arrives.

Invoice and payment before you leave

Finish the job, take the after photos, send the invoice and take a card payment on the phone. Unpaid invoices chase themselves after seven days.

Property managers who keep coming back

Each manager has their properties, an approval limit for work without a call and a monthly statement, which turns one off handyman work into a steady account.

Pipeline

The stages work moves through

A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.

  1. Enquiry
  2. Quote sent
  3. Accepted
  4. Booked
  5. Done, photos taken
  6. Invoiced
  7. Paid and reviewed

Records

What the system keeps track of

Real record types with the fields your team uses, related to each other so one screen shows the whole picture.

Customersaddress, property type, past jobs, notes, preferred times
Jobstask list, hours estimate, materials, before and after photos
Price liststandard tasks with fixed or hourly prices, minimum charge
Property manager accountsproperties, approval limits, monthly statement

Integrations

Connected to the tools you already run

Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.

  • QuickBooks or Xero
  • Stripe or Square payments
  • Google Calendar
  • SMS
  • Google Business Profile review link

Questions we get asked

What is the best handyman CRM software?

For a handyman business the best CRM is fast on a phone and handles many small jobs: a price list of common tasks, quick quotes by text, a day of jobs grouped by area, photos, invoicing and card payment on site. A custom build does exactly that, without the per user subscription that grows as you hire.

How much does a handyman CRM cost?

A handyman CRM with quotes, scheduling, photos, invoicing, card payments and accounting sync usually costs 4,900 to 7,900 US dollars as a fixed price, delivered in four to six weeks. Hosting and support are optional at 290 dollars a month, and there are no per user fees when you add a second van.

Does it work for painting and fencing companies too?

Yes. Painting companies get quotes by room or by square footage with paint and prep calculated, and fencing companies get quotes by linear metre or foot with posts, panels and gates. The job types, checklists and price rules are yours, and the rest of the system is the same.

Can property managers send me jobs directly?

Yes. Property managers get a simple portal or an email address that turns their requests into jobs on your board, with the property, tenant contact and approval limit attached. Work under the limit is booked without a phone call, and everything lands on one monthly statement for them.

Tell us how your handyman businesses business works. We will quote the CRM that fits it.

A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.

Get a scoped quote