Siri and Shortcuts

Handysuite supports Siri and the Shortcuts app on iOS 18 and later. Voice actions use the system app name Handysuite (Home Screen label).

Quick phrases

• Latest job in progress — “Mark Amali’s latest job in progress in Handysuite” (use your client’s name)
• Update status — “Update job status in Handysuite”
• Today’s visits — “What are my visits today in Handysuite”
• Portal link — “Get portal link in Handysuite”
• Start work — “Start work session in Handysuite”
• Finish job — “Finish job in Handysuite”
• New job — “Create a new job in Handysuite”
• Smart Intake — “Start Smart Intake in Handysuite”
• Quotation — “Generate a quote in Handysuite”

Status options follow each project’s industry program, not only your default template in Settings.

Find a client’s latest job

“Latest” means the most recently created real job, including completed jobs. Editing an older job does not make it the latest. Siri asks you to choose if client names are ambiguous, and confirms before reopening or completing a job. Marking a job In Progress does not start a work timer.

If Siri does not recognize the full phrase, say “Update job status in Handysuite,” then answer “Amali’s latest job” and choose the status. You can give clients voice names from Settings → Preferences → Siri & Shortcuts → Client voice names.

More control in Shortcuts

Build your own shortcut with Get Latest Job → Update Job Status, or use Find Jobs with filters and sorting. Other actions can read a status, put a job on hold, append a private note, schedule a visit, open a job, or end a work session. Save the workflow under a name you can ask Siri to run.

Private notes are confirmed before saving and stay private. Visits are confirmed in your business timezone and appear on an enabled client portal; scheduling does not send a message. Today’s visits includes multiple visits to the same job.

In Siri & Shortcuts settings you can disable changes, always require confirmation, and omit client/job details from spoken results. Clarifications and confirmations still identify the job. These job actions require unlocking the device.

First-job setup prompt

After you create your first project, a one-time sheet explains hands-free updates. You can show it again from Settings → Preferences → Siri & Shortcuts → Show setup guide again.

Turn on Learn from Handysuite under Settings → Handysuite → Siri & Search (the app cannot toggle this for you).

In-app discovery

Settings → Preferences → Siri & Shortcuts lists common actions and links to the Shortcuts app.

Behavior notes

• Sign-in required for actions that sync to your account.
• Portal-only from Siri — status updates from Siri update the client portal; they do not send WhatsApp or open Update your client. Use the app for that ritual.
• Network — Siri changes need connectivity and are not queued offline. If Siri cannot confirm the result, check the job before repeating the request.
• Lock screen — End Session / Complete Job on the Live Activity opens the app to finish the action.

Arrival text automation

The app cannot create location automations for you. Use Shortcuts → Automation → Arrive:

1. Pin the job site on the map (use the project address).
2. Add Get Portal Link (Handysuite).
3. Add Send Message to your client’s number with the link.
4. Choose Run Immediately; disable Notify When Run when offered.

On the project’s portal section, tap Set up arrival text for step-by-step copy and the link to paste.

Location automations may still ask for confirmation on a locked device depending on iOS security rules.

Per-vertical status examples

Siri only accepts statuses valid for that project’s template:

• Field trades — e.g. Materials Ordered, In Progress → Completed
• Restoration Tracker — e.g. Paint, Metal Work → Completed
• Recovery Path — e.g. Active treatment, Home program → Completed
• Heirloom Build — e.g. Fabrication, Design → Completed
• Checkride Ready — e.g. Solo prep, Dual training → Passed / complete
• Pup Progress — e.g. Proofing, Foundation → Graduated

Related

• Notify your client after an update
• Import from Photos, Files, or WhatsApp