Service calls
Take the call. Collect the deposit. Bill it before you leave.
For shops that run on calls: a board to dispatch from, the deposit collected before you buy the parts, and the invoice built from the job while you are still on site.
Plumbing · HVAC · Handyman · Duct cleaning
Every screen on this page is real Handitrax. Northwind Plumbing is a made-up sample company.
Scheduling board On Full and up
Dispatch the day from one board
Drag the day's calls onto your technicians and watch the day fill up. A job that takes three trips is one job with three visits.
- Drag unscheduled jobs onto a tech and a time
- A tech booked twice at the same time is flagged on the board
- Google and Microsoft 365 calendars sync both ways, for each person who connects one
Sales orders and deposits On Full and up
Get the deposit before you buy the parts
The customer accepts the quote from their phone, and it becomes a sales order with the deposit request ready to send.
- The quote shows the deposit due when they accept
- Send the deposit request by email or text
- They pay by Zelle, Venmo, Cash App or card, with the free options first
- "Collect the deposit" stays on your list until it is paid
Work Mode and Field Mode for techs On Full and up
Everything the tech needs, on the phone
- Work Mode: call, text or navigate, start the clock, and finish the job
- Field Mode: the scope line by line, with notes and before-and-after photos
- At a locked gate, the people who can let you in are listed first
- Techs see no prices unless you give their role that right
Job costing On every plan
Know what each job really made, then bill it
- Actual cost where you recorded it, the plan where you did not
- Your effective labour rate on every line, next to the rate you set
- Home Depot and Lowe's receipts land on the job they were bought for
- The invoice is built from the job, lines, photos and notes included
- Overdue reminders at 3, 10 and 21 days, if you turn them on
Margin by technician and by month is in the Manager app. On Pro and up
Recurring service reminders On Full and up
Bring last year's customers back
Past customers are told when the tune-up, the duct clean, the dryer vent or the backflow test is due again, by email or text, with one tap to book it.
Due dates that set themselves
From the equipment at the property and the date of the last service.
Bring your past customers in
Import them from a spreadsheet with their last service date, and the reminders start from there.
See who booked
Who is coming up, who was reminded, who booked, and who could not be reached and why.
Built for
The trades that run on calls
Each of these trades starts with its own services, price bands and job types already in.
- Plumbing
- HVAC
- Handyman
- Duct cleaning
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 service calls?
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.
Install work
Glazing · Windows and doors · Epoxy and coatings
Measure with the iPhone camera straight into the quote line, then quote, deposit and install on one thread.
Rentals
Property management · Landlords
Every property keeps its history and its people. The owner gets the bill, the tenant gets the visit.
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.