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Install work

Measure it, quote it, take the deposit, install it.

For installers: the measurement goes straight into the quote line, the deposit comes in before you order, and the install is scheduled on the same thread.

Glazing · Windows and doors · Epoxy and coatings

Every screen on this page is real Handitrax. Northwind Plumbing is a made-up sample company.

Measure with your phone On every plan

The tape measure is already in your pocket

In the iPhone app, point the camera at the opening or the floor, and the size goes into the quote line.

  • A length, a window or door (width × height), or the square footage of a floor or a patch by tapping its corners
  • On iPhone Pro models, scan a whole room: floor and wall area, perimeter, ceiling height, and every door and window
  • The size lands in the line's quantity, with the measurement noted in the description

In the iPhone app. Made for estimating, not for ordering anything cut to size.

Quotes on a phone, with accepted ones marked
QuotesPrice it before you leave the driveway
Field Mode on a technician's phone
Field ModeThe scope, line by line, with photos

Sales orders and deposits On Full and up

One thread from the measure to the install

  • Units on every line — square feet, linear feet, each — so the customer sees the size and the rate
  • Photos on each line, printed in the PDF if you want them there
  • The customer accepts from their phone, with the deposit due right on the quote
  • The accepted quote becomes a sales order with the deposit request ready to send
  • Measure visit, install visit, touch-up visit: one job, as many visits as it takes
A quote the customer accepted: status actions to convert it to a job or an invoice

Job costing On every plan

Know what the install cost you

Planned against used

Put the glass, the frames or the coating on the line as planned materials, then mark them used in one tap when they go in.

Receipts on the job On Full and up

Photograph a supplier receipt, or import your Home Depot and Lowe's Pro purchases, and match each item to the job it was bought for.

Margin before you bill

Sale minus cost on every job, so you know whether a job made money before the invoice goes out.

Built for

The trades that measure, then install

Each of these trades starts with its own services, price bands and job types already in.

  • Glazing
  • Windows and doors
  • Epoxy and coatings

And the rest of Handitrax comes with it: quotes, invoices, every way to pay, the customer portal and QuickBooks Online. See every feature

Other kinds of work

Run more than installs?

Route crews

Lawn and landscaping · Pool · Cleaning · Pest control · Irrigation

Routes in driving order, each crew's stop list on their phone, and a rain day moved in one decision.

How route crews use it →

Service calls

Plumbing · HVAC · Handyman · Duct cleaning

A board to dispatch from, deposits through sales orders, real job costing and service-due reminders.

How service calls run on it →

Rentals

Property management · Landlords

Every property keeps its history and its people. The owner gets the bill, the tenant gets the visit.

How rentals run on it →

See it with your trade already in it

Tell us your trade and how many people you run, and we will show you Handitrax with your kind of work already in it.

Start free trialBook a demo