Your First Week With Handyman Software: A Day-by-Day Setup Plan
Day 1: Your Services
Set up your service list with prices: hourly service call, half-day and full-day honey-do, drywall repair, TV mounting, furniture assembly, fixture swaps, faucet and toilet repairs, doors and locks, caulking, deck and fence repair, paint touch-up, gutter cleaning and a yearly checkup. HandymanBossPro starts you with a handyman list to edit.
Day 2: Your Customers
Import your customer CSV and check that addresses landed on the map. Merge any duplicates.
Day 3: Your People and Vans
Add techs with personal PINs and add your vans. Put the tech app on each phone.
Day 4: Your Texts
Turn on the night-before reminder and the on-the-way text. Read them out loud. If they sound like a robot, rewrite them.
Day 5: Real Jobs
Put tomorrow's jobs on the dispatch board and run them on the app. Log hours and materials, take photos, complete, and let the invoices go out.
After the First Week
Add the card-on-file habit, set up any property managers with their addresses, and start using the Waiting List map to build days. The Setup page walks through each step.
Keep Reading
Next in this series: A Walk Through the HandymanBossPro Demo Company. Before that came The Time Clock: Tracking Handyman Hours for Payroll. For the full picture, go back to the handyman software overview.
Run Your Handyman Business From One Screen
Task lists, hours, materials, photos, routes, estimates and invoices in one place. Plans from $59/month with a 14-day free trial, no credit card.
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