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Scheduling & Dispatching
Easily create new handyman jobs
Notify & dispatch team members in real-time
Manage time, location, and other job details
Look up job & customer history on any device
Handyman Estimates, Invoices, & Payments
Create custom estimates on the go
Convert estimates to jobs and invoices
Take credit cards, debit, ACH, & track checks/cash
Sync with QuickBooks Online or Desktop
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Preston R.Owner, Unstoppable HandymanLemon Grove, CA
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When it comes to the invoice itself, there are a few best practices. Make sure your invoices include:
Your company name and logo, physical address, phone number, and email address
The name of the client and their physical address
Any legal requirements, such as a Tax ID
A date and invoice number
The payment terms
Late fees if the client doesn't meet payment terms
Details of the work completed and the itemized charges (the greater the detail, the better)
You can take payments by offering customers the option to pay with a credit card through Housecall Pro. If you can’t take payment for a handyman job in person, you can always send an invoice via email or text so your customer can pay with a card or bank account from wherever they are.
Your standard recurring service agreement will look different based on the specific services you offer. In general, you can manage service contracts easily in Housecall Pro, and maintenance agreements should include:
Services to be provided — Specify the type and scope of your services, along with any additional details. Will you provide recurring maintenance at your customer’s home each month, or does the nature of your work only require you to respond to issues as needed?
Time and money — How much will your customers pay for your services, and when does the agreement expire?
Performance standards — What kind of quality can your customers expect from your services? Define the specific standards your work will live up to, and detail any processes your team will use to determine when a project is complete.
Monitoring and Reporting — Will you provide regular inspections or auditing services as part of your recurring service agreement? If so, explain how your workers will collect that data and state whether customers will have access to it.
In the event of an emergency — Give your customers peace of mind by providing them with an emergency action plan. Set expectations by defining how quickly customers can expect an emergency response and how rapidly issues are likely to be resolved.