Getting started with Handysuite

Handysuite is the worker app on iPhone and iPad. Your clients never install it—they open a read-only portal link in their browser.

Two sides of the product

You (worker) use Handysuite to:

• Create and manage projects (jobs)
• Update status, photos, documents, and next visit
• Share a single portal URL with each client

Your client opens that URL in WhatsApp, Messages, Mail, or any browser. They see status and files you published—no password, no account.

Typical workflow

1. Sign in to Handysuite.
2. Create a project (manual form, Smart Intake, or share import).
3. Wait until the project is saved online and the portal link is ready.
4. Copy or share the link with your client.
5. When you update the project, use Update your client to send a short message through your own apps.

Nothing is sent to the client automatically until you share the link or send an update yourself.

What Handysuite is not

• Not a full CRM — no team inbox, invoicing suite, or client login.
• Not a client app — the portal is a lightweight web page.
• Not indexed — portal URLs are unlisted; treat each link as private.

Industry programs

When you create a project you choose an industry program (field trades, restoration, and others). That program controls status labels and how the portal reads to your client. You can change your default program in Settings; existing projects keep their original program.

Next steps

• Sign in and manage your account
• Create a project and share the portal link
• What your client sees