Customers and setup
One record per customer, with every property, quote, job and invoice attached. Set your services and prices once and the rest of Handled uses them.
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Customer records
Store each customer once, with contact details and a connected history, instead of copying them into every quote and job.
- Contact details, notes and linked work in one place
- Open a record in a side panel without losing your place
- Search by name, address or reference
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Multiple properties
Landlords, estate agents and repeat customers often have more than one address. Keep each property under the right customer.
- The right property is picked when you quote, book and route
- Access notes and property details stay with the address
- Each property has its own job history
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Services and pricing
Describe what you sell and the questions that change the price. Handled turns the answers into a consistent price and duration.
- Pricing questions per service, for example size, frequency or access
- The same estimate whether you quote it or the customer requests it
- Duration estimates feed straight into planning
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Business profile and base
Your name, branding and working address live in one place. Your confirmed base becomes the start and end of every planned route.
- Branding shown to customers in their portal and emails
- Confirmed address marked on the map
- Working hours used by planning
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Bring your data with you
Moving from a spreadsheet or another system? Import supported customer and business data during setup and check it before it goes live.
- Guided import with validation
- Review problems before anything is saved
- Help guides for exporting from your old system
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