What do you need to get done?

Give Leo the basics so replies, scheduling, and pricing sound like your company.

Try the workflow without touching real customer information.

Create a clean client record before starting a job or visit.

Review the request, use Leo's draft, and move the right work toward booking.

Bring Thumbtack requests into HandyDesk so one workflow handles the follow-up.

Turn a client or lead into a scheduled visit with the right time and assignment.

See what is next, contact the customer, navigate, and start the visit.

Keep time, notes, photos, customer communication, and job progress together.

Turn the agreed scope into a clear price the customer can review.

Move completed work into a clean invoice without losing the job trail.

Close the balance correctly when the customer pays outside the online link.

Keep business calls and messages connected to the customer record.

Give the right person the access they need without sharing your login.

Check the common filters and links before reporting a scheduling problem.