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 portalStatus, 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.
- Create documents (quotes, contracts, and more)Use the Create Document hub and generators for quotes, contracts, reports, waivers, homework, and training records.
- 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?
Clients cannot edit job details, status or files. They can accept or decline an issued quote or change order after email verification.
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.