Help center
Handysuite guides
Step-by-step help for workers using the iOS app—creating projects, sharing the client portal, Siri, and billing. Your clients use the browser portal only; they never sign in here.
Getting started
Projects & clients
- Create a project and share the portal linkStart a job, sync online, and send your client the link.
- Update project status and progressStatus, timeline posts, photos, and next visit from the field.
- Notify your client after an updateUse WhatsApp, Messages, or Mail from your own apps.
- Complete or archive a projectFinal files, terminal status, and keeping the portal link alive.
- What your client sees on the portalRead-only status, files, and next visit in the browser.
Import & automations
- Import from Photos, Files, or WhatsAppSave shared content and attach it to a project.
- Smart IntakeTurn notes, chats, or photos into a new project draft.
- Quotations, contracts, and damage reportsGenerate PDF drafts, review, and attach to a project.
- Upload video clipsShort MP4 clips for exercise demos, training, and progress.
- Export a project backupDownload a ZIP with metadata, files, and local drafts.
- Siri and ShortcutsHands-free status updates, portal links, and arrival text.
Portal & branding
Industry guides
- Field trades & contractorsHandyman-style jobs, quotes, visits, and homeowner portals.
- Restoration TrackerClassic and exotic car restorations with owner-facing stages.
- Recovery PathIndependent PT homework, session records, and care milestones.
- Heirloom BuildCommissioned furniture and jewelry with a gallery-style portal.
- Checkride ReadyFlight training progress, evidence, and student dashboard.
- Pup ProgressDog training daily reports, clips, and family-facing progress.
Account & billing
Frequently asked questions
Do clients need an app?
No. The client experience is a high-performance web page in the browser—no install required.
Can clients edit the job?
No. The portal is read-only so your published data stays the single source of truth.
Is this a full CRM?
No. We focus on the gap between your authenticated workflow and everyone who just needs a calm status link.
What happens if I resend the link?
It is the same persistent URL. Resending just surfaces it again in their inbox or thread.
Need a person?
Contact support
Email info@handysuite.pro for account and product questions, or read how to contact support.