What are you trying to get done?
Search by the task you are doing, or start with the workflow below. The guides use the same labels you will see inside HandyDesk.
Start here
Get the workspace ready without over-configuring it.
Run the work
From the first inquiry through the visit and payment.
Leads & Inbox
Move new work forward and keep the conversation attached to it.
Clients
Keep customer details, history, notes, photos, jobs, and communication together.
Estimates
Turn the request into scope and price, then carry accepted work forward.
Jobs & Visits
Schedule the trip, run the field workflow, and close it out cleanly.
Calendar & Appointments
Schedule visits and see which ones are confirmed, changed, or stale.
Invoices & Payments
Send invoices, handle deposits and partials, and keep what is owed clear.
Set up & support
Leo, communications, website, team access, and getting help.
Leo usage
Use Leo and understand included usage, Quick Boost, and Full Refill.
Business Line
Understand the Operator business number and where calls and texts are handled.
Websites & public pages
Build and publish the site, connect the right address, and protect private information.
Team & access
Invite people, choose the right role, and remove access when needed.
Support & feedback
Send the exact page, action, expectation, and screenshot needed to investigate.
Need a human?
Send the page you were on, what you clicked, what you expected, and a screenshot when possible.