# HandledIQ · The FSM that runs the office for you

> Field service software for home service shops. Schedule, dispatch, estimates, invoices and books in one app. Your tech closes the job in one sentence and money waits for your approval.

Canonical: https://handlediq.com/
Last updated: 2026-10-22

## The FSM that runs the office for you.

Your schedule, your money and your follow ups live in one app. Your tech closes the job in one sentence. Hoss does the rest. Money waits for your approval.

[Start your shop](https://app.handlediq.com/start) [Book a walkthrough](https://handlediq.com/contact/)

Live at [app.handlediq.com](https://app.handlediq.com/start). Bring your records from Jobber, ServiceTitan, Housecall Pro, a spreadsheet or paper.

![HandledIQ's Today screen for a demo heating and cooling shop: 15 jobs today, $646.00 collected, 11 things Hoss handled and every tech's day](https://handlediq.com/kit/01-app-desktop/light/01-today.webp)

See Today in your trade's words: Heating and cooling, Plumbing, Electrical, Roofing, Pest control, Junk removal, Demolition, Demolition and junk, Home services.

The real app in your trade's words · demo shop data

### Every part of the office. One app.

-   **Today**: Jobs, money in and estimates out on one screen. Hoss lists what he handled with the time.
-   **Dispatch**: Every tech on one timeline. Hoss picks a tech for each open job from your own records. One tap assigns it.
-   **Schedule**: Day and week views of every job with its customer and its tech.
-   **Next actions**: One finishable list of everything that needs a person, from jobs to money.
-   **Inbox**: Every customer conversation in one place. Routine texts send themselves. Anything about money waits for approval.
-   **Estimates**: Every quote on one board from waiting on you to approved. Hoss nudges the ones gone quiet.
-   **Invoices**: Every dollar owed and every late invoice. Reminders go out on their own and stop the moment it's paid.
-   **Price book**: What every item sold for on your jobs and how often it won. Your shop sets the price.
-   **Customers**: Every customer and every home with every past visit. Who lives there, who pays and who owns.
-   **Equipment**: Every unit at every house with its age and refrigerant. Hoss flags what is due for a replacement talk.
-   **Stock and purchasing**: What is on the shelf and in each truck, and what to order.
-   **Books**: Bank entries matched to their jobs, invoices and receipts. Anything off waits for a review.
-   **Reports**: Booked, billed and collected money by day and by tech.
-   **Shop workflows**: Tell Hoss how a kind of work should happen. He tests it on your own history first and changes nothing until you approve.

The real app · demo shop data

### One sentence closes the job.

Your tech says what happened. HandledIQ fills in what was wrong, what they did and how they left it. The invoice drafts from your price book and waits for your approval.

Say it in one sentence

Filter was packed with dust, swapped it.

What was wrong

The return filter was clogged solid

What was done

Put in a new 16x25x1 MERV 8

How it was left

Airflow strong, system cooling, tested

Visit closed The invoice draft waits for your approval. The home's record updates.

-   **Getting in** Live

    The gate code, the dog and every past note at that house are on the tech's phone.

-   **Snap the label** Live

    Reads make, model and serial from the rating plate. It states only what the label shows.

-   **Works offline** Live

    Notes and photos save on the phone and send when signal returns.

![The tech's visit screen: Filter swap at 9 Elm Court with Close the visit and Snap the label](https://handlediq.com/kit/04-flows/tech/light/1-visit.webp)

![The close sheet before the tech speaks: one sentence box, then what was wrong, what was done and how it was left, still empty](https://handlediq.com/kit/04-flows/tech/light/2-close-sheet.webp) ![The close sheet filled from one sentence: what was wrong, what was done and how it was left](https://handlediq.com/kit/04-flows/tech/light/3-close-sheet-filled.webp)

### Hoss does the office work. You approve.

Hoss reads what your crew says and the photos they take. He books the costs, drafts the follow ups and lists every step. Anything about money waits for you.

On your phone From your own ChatGPT or Claude By voice or photo

![Hoss, the HandledIQ assistant: a gorilla in green work overalls, waving](https://handlediq.com/kit/hoss/hoss-wave-2x.webp)

**Done for you** Live

1.  Read Luis's Carrier Enterprise receipt: $312.84, 1 line 1:10 PM
2.  Put the $312.84 Carrier Enterprise receipt into 702 Pine Avenue's costs 1:10 PM
3.  Logged 2 lb 4 oz of R-410A added at 31 Foxglove Lane from what Maya said, with the leak 12:40 PM
4.  Drafted an estimate follow up. It waits for approval 12:38 PM

Send the estimate follow up? Hoss wrote it and is holding it. Nothing goes out until you approve.

The app's own words · demo shop data

### No app. No login. A link.

Homeowners get a price and a time. Then a heads up and a record of the work. Every link carries your shop's name.

![Step 1: the homeowner picks what they need](https://handlediq.com/kit/04-flows/homeowner/dark/1-pick.webp) ![Step 2: an all in price and real open times](https://handlediq.com/kit/04-flows/homeowner/dark/2-price-and-time.webp) ![Step 3: their details filled in](https://handlediq.com/kit/04-flows/homeowner/dark/3-filled.webp) ![Step 4: the visit is booked](https://handlediq.com/kit/04-flows/homeowner/dark/4-booked.webp)

**A price and a time**

All in prices from your price book and real open times, booked in four taps.

Live

![Tracking page with the tech's first name and minutes left](https://handlediq.com/kit/04-flows/homeowner/light/tech-on-the-way.webp)

**Track the tech**

The tech's first name, a live dot and the minutes left. They OK a new time if the tech runs late.

Live

![The home's service record for 31 Foxglove Lane](https://handlediq.com/kit/04-flows/homeowner/light/service-record.webp)

**The home's record**

What the tech found and did in their own words. Photos too. The record stays with the house.

Live

### A website that books. Built from your records.

HandledIQ builds your website from the records it already keeps. You look it over and publish it. Then it keeps itself current.

-   Your book prices show, all in
-   The next open time shows with the tech
-   A booking lands in your schedule
-   Your on-time record comes from real visits
-   AI assistants can price and hold a time
-   New words wait for approval

Demo shops: [Heating and air](https://brennan-heating-air.handlediq.com/) [Plumbing](https://delgado-plumbing.handlediq.com/) [Electrical](https://volt-line-electric.handlediq.com/)

![Brennan Heating and Air's website: book prices, the next open time with the tech, and a booking card](https://handlediq.com/kit/05-websites/light/brennan-desktop.webp)

![The same website on a phone, with the booking card under the shop's name](https://handlediq.com/kit/05-websites/light/brennan-phone.webp)

brennan-heating-air.handlediq.com · demo shop data

### Money waits for approval.

Hoss reads and prepares. Code checks the prices, the permissions and the math. A person approves anything that touches money.

-   Queued texts never show as sent
-   Sent texts never show as delivered
-   Approved invoices never show as paid
-   Fixed mistakes keep the original

![The Inbox: texts that wait for the office's approval, with the exact words and the job](https://handlediq.com/kit/01-app-desktop/light/10-inbox.webp)

Inbox · demo shop data

### Your records work for your shop. No one else.

#### Never sold, never used for others

No AI trains on your records for anyone but your shop. Nobody else's ads use them. Hoss runs on our own computers. The terms promise it, for records we already hold too.

#### Connected AI sees what you allow

Your ChatGPT or Claude reads your jobs, schedule and money. Customers show as stand‑ins until you tick one box. Settings shows what it read today.

#### Leave with everything

Customers, jobs and invoices download as spreadsheets other apps take in, with your call recordings. Close the shop on the same page and you get 7 days to change your mind. Within 30 days we delete your records and send a signed receipt.

### Move over one part at a time.

#### Bring your records

Customers, jobs and invoices come over from Jobber, ServiceTitan, Housecall Pro, FieldEdge, Workiz, QuickBooks, Square, your phone's contacts or a spreadsheet. Photos of a paper invoice book work too.

#### Start with the schedule

Run tomorrow's jobs in HandledIQ first. Texting, payments and books follow when each one is ready.

#### Undo any import

Every import can be undone. Export every record and original photo any time.

### Straight answers.

Something else? [Book a walkthrough](https://handlediq.com/contact/) or email [hello@handlediq.com](mailto:hello@handlediq.com).

#### Is HandledIQ live today?

Yes. The app runs at app.handlediq.com and shops sign up at /start. Texting, card payments, the phone line and QuickBooks Online or Desktop run on your shop's own accounts, connected in a few minutes.

#### What does it cost?

Your price follows your shop's size: how many different people worked in the field that month. Every feature comes with every size. Founding prices for shops that start by November 30, 2026: HandledIQ Crew is $199 a month for 1 to 3 people. HandledIQ Shop is $499 a month for 4 to 15 people. HandledIQ Fleet is $999 a month for 16 to 40 people. Each person past 40 adds $25 a month. Your founding prices hold at every size you grow into, for as long as you stay. From December 1 new shops pay $299 or $799 or $1,499 a month. Each person past 40 then adds $35. You move up a size only after two months in a row above it. We tell you first, and your first month there costs the old price. Shrink and you move down on your next bill. The first 14 days are free with no card. We move your customers, jobs and prices in at no charge. HandledIQ keeps nothing from your card or bank payments: you pay only Stripe's own fee. Pay for a year and get two months free. Still paying for your old software? Send us each month's paid bill. We take it off your HandledIQ bill for up to six months, up to the whole bill. No contract and no fee to cancel. Your ad money stays yours.

#### Does HandledIQ run payroll?

HandledIQ prepares each pay run from the hours and jobs your team worked: overtime, job pay, commissions and tips. Techs sign their own timesheets on their phones. You approve the run, and it goes to Gusto, ADP, QuickBooks Payroll or Paychex in their own import file.

#### Will Hoss text my customers on his own?

Only routine texts you've given a standing OK, like reminders and visit records. They never go out at night. Your office gets a few minutes to stop one. Anything about money waits for a person.

#### Can I bring my records from Jobber, ServiceTitan or Housecall Pro?

Yes. Customers, jobs, invoices and your price book come over from Jobber, ServiceTitan, Housecall Pro, FieldEdge, Service Fusion, Workiz, QuickBooks, Square, your phone's contacts or a spreadsheet. Photos of a paper invoice book work too. Your first customers show in seconds, and any import can be undone.

#### Does it answer my phone?

Your people answer, with the caller's home, past visits, your price and the soonest open time already on screen. When nobody can pick up, after hours or on a fourth call at once, your shop's assistant answers and says it's the assistant. It gives your real price and times and books only after the caller presses 1. It runs on your shop's own HandledIQ line.

#### Can ChatGPT or Claude book my shop?

Yes, once you switch it on. A homeowner's AI assistant gets your book price and holds a real open time for 10 minutes. Your shop texts the homeowner, and only their tap books the visit. It works with ChatGPT, Claude or any assistant the homeowner connects to HandledIQ.

#### Do I still need HandledIQ if I use an AI assistant?

Yes. An assistant reads and drafts. HandledIQ is where the work happens: the schedule, texts, techs' phones, invoices and card payments. So it sees a late invoice or an unanswered customer the minute it happens, and checks everything again every 10 minutes. Connect your ChatGPT or Claude and it reads the same list.

#### Do I get a website?

Yes. HandledIQ builds it from the records it already keeps. It lives at yourshop.handlediq.com with HTTPS. You look it over and publish it. A booking from it lands in your schedule.

#### Will my website make anything up?

No. HandledIQ leaves off any part with nothing real behind it. Your on-time record shows once ten visits back it. A review from a visit shows only when the homeowner said yes.

#### Do my techs need training?

They get their day on their phone and close a visit by saying what happened. Notes and photos save offline and send when signal returns.

#### Who owns the data?

You do. Export every record and original photo any time. Homeowners and techs can download their own Passports.

## Related
- [Product](https://handlediq.com/product/)
- [Company](https://handlediq.com/company/)
- [Book a walkthrough](https://handlediq.com/contact/)
- [Try Hoss](https://handlediq.com/try/)
- [HandledIQ or Run a Call](https://handlediq.com/compare/run-a-call/)
- [HandledIQ or Ruxia, SalesRabbit, SPOTIO and RepCard](https://handlediq.com/compare/door-sales/)