Your Data in Handyman Software: Backups, Access and Who Can See What
Customer Data Is Sensitive
A handyman's records include addresses, gate codes, lockbox codes and notes about when people are away. That's information you have a duty to protect.
Questions to Ask
- Is each company's data kept separate from every other company's?
- Are there regular backups?
- Can you control who sees what with roles?
- Can you turn off a former employee's access right away?
How HandymanBossPro Handles It
Each company's data is kept separate, roles control what each user can see, techs log in with a personal PIN, and data is backed up regularly.
Your Habits Matter Too
- Don't share logins.
- Don't put lockbox codes in places customers can see.
- Remove access the day someone leaves.
Codes Change
Ask property managers to tell you when they change lockbox codes, and update the address notes the same day.
Keep Reading
Next in this series: Choosing Handyman Software: What to Check Before You Switch. Before that came A Walk Through the HandymanBossPro Demo Company. For the full picture, go back to the handyman software overview.
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