# The product · HandledIQ

> The office, the tech's phone, the homeowner's links and Hoss. One system for a home service shop, with every feature's status shown.

Canonical: https://handlediq.com/product/
Last updated: 2026-10-18

## Every part of the office. One system.

The schedule and the money. The tech's phone and the homeowner's links. All share one job record. Each feature below shows whether it runs today or turns on with your accounts.

[Get your invite](https://app.handlediq.com/start) [See every screen](https://handlediq.com/product/#screens)

### The day, out of your head.

Know who's on the road, what Hoss handled and what still needs you.

-   **Today** Live

    Jobs and money collected. Estimates out and every tech's day.

-   **Next actions** Live

    One finishable list of everything that needs a person.

-   **Inbox** Live

    Every message about to go out, with the exact words and the job it's about.

-   **Book a job from a call note** Live

    "12 Oak St. AC not cooling, tomorrow 9 to 11." It books the job or asks for the one missing fact.

-   **Schedule, dispatch and live map** Live

    Suggested tech per job, license checks before assignment and drive time left in traffic.

-   **Who's calling, before hello** Turns on per shop

    The caller's home, past visits, your price and the soonest open time show as the phone rings. One press books it.

-   **AI phone answering** Turns on per shop

    Answers only when nobody can, says it's the shop's assistant, offers a real open time and books only when the caller presses 1.

-   **Repeating visits** Live

    Weekly, monthly or your own pattern, booked 60 days ahead on the normal schedule.

-   **Team chat** Live

    One channel for the shop and a thread on every job, with @mentions, on the phone and the desk.

-   **Shop TV** Live

    The month's goals on the shop's TV, by a private link.

![Dispatch day view with six technicians and fifteen jobs](https://handlediq.com/kit/01-app-desktop/light/06-dispatch-day.webp)

Dispatch · demo shop data

### Paid means the money arrived.

Approved is never shown as paid. A payment shows as paid when the card processor confirms it.

-   **Estimates and quote options** Live

    Named choices on one quote. HandledIQ freezes what you sent.

-   **Price book that learns** Live

    An item gets an instant online price only after your own jobs prove a steady price.

-   **Invoices** Live

    Drafted from the closed visit. Every state shows as it is, from sent to refunded.

-   **Payment plans** Live

    Two to six monthly payments. No late fees, ever.

-   **Deposits, stages and changes** Live

    Deposits, billing by stage and signed change orders on bigger jobs, with retainage kept.

-   **Financing on the estimate** Live

    Your own lender's monthly price shows beside each option.

-   **Receipts and mileage** Live

    Snap a receipt. It lands in the job's costs once a person checks what was read.

-   **Memberships** Live

    Included visits reserve themselves when due.

-   **Card payments and the card reader** Turns on per shop

    On your own Stripe account. The reader has its own cellular signal.

-   **Reports and books** Live

    Booked and billed. Collected and late. Every bank deposit matched to its source.

-   **QuickBooks Online and Desktop** Turns on per shop

    You approve each invoice, payment and bank deposit. HandledIQ posts each one once, then reads it back. Each card payout lands as one deposit with its fees.

![Invoices screen showing $21,370.00 owed and five late invoices](https://handlediq.com/kit/01-app-desktop/light/14-invoices.webp)

Invoices · demo shop data

### Payday comes from the hours they worked.

Each pay run comes from the hours and jobs your team worked. You approve it, and it goes to your payroll company.

-   **Pay from real hours** Live

    Hours and overtime, job pay, commissions and tips, worked out from the visits.

-   **Techs sign their timesheets** Live

    Each tech signs their own week on their phone. The office sees anything changed before approving.

-   **Nothing pays without your approval** Live

    Every line of the run shows before you approve it.

-   **Into your payroll company** Live

    The approved run goes to Gusto, ADP, QuickBooks Payroll or Paychex in their own import file.

![Payroll screen: $2,384.15 leaves the bank for a week's payroll waiting for approval](https://handlediq.com/kit/01-app-desktop/light/22-payroll.webp)

Payroll · demo shop data

### Their day on their phone.

Directions, gate codes and one sentence to close the job.

-   **My day** Live

    The tech's jobs, in order.

-   **Getting in** Live

    Gate code and lockbox. The dog and the alarm. Every past note at that house.

-   **Close the visit in a sentence** Live

    HandledIQ fills in what they found and did. It asks only for what's missing.

-   **Snap the label** Live

    Reads make and model from the rating plate. Serial and age too. It guesses nothing.

-   **Need to come back** Live

    A return trip stays one job with one price and one invoice.

-   **Works offline** Live

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

-   **Your forms and checklists** Live

    Built by your shop, filled on the job. A required form holds the close until it's done.

-   **Know-how on the phone** Live

    Your shop's own how-to articles, photos and videos, searchable on the job.

![Tech's visit screen for a filter swap](https://handlediq.com/kit/04-flows/tech/light/1-visit.webp)

![Close the visit sheet filled from one sentence](https://handlediq.com/kit/04-flows/tech/light/3-close-sheet-filled.webp)

Tech app · demo shop data

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

A price and a time. A heads up and a record of the work.

-   **Instant price and booking** Live

    All in prices from your price book and real open times.

-   **AI assistant booking** Turns on per shop

    Their assistant holds a real open time at your book price. Only the homeowner's tap books it.

-   **Track the tech** Live

    First name, a live dot and minutes left. OK a new time if the tech runs late.

-   **Approve an estimate** Live

    Approve, ask or say not now. The shop keeps who approved and from which device.

-   **The home's service record** Live

    What the tech found and did in their words. Photos too.

-   **Text me when the tech is close** Texting per shop

    The homeowner picks how many minutes of warning.

-   **Pay from a link** Turns on per shop

    Invoices and plan payments by card.

![Homeowner approves a heat pump estimate](https://handlediq.com/kit/04-flows/homeowner/light/estimate-approve.webp)

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

Homeowner links · demo shop data

### A website that books.

Built from your records. Up when you publish it. Current on its own.

-   **Book prices on the page** Live

    All in prices from your price book. You pick which ones show.

-   **The next open time, with the tech** Live

    Booked in a few taps on your own address. The visit lands in your schedule.

-   **A counted on-time record** Live

    Counted from your visits this year. It shows once ten visits back it.

-   **Reviews and crew you pick** Live

    Your Google reviews and the visit reviews homeowners agreed to show. The techs you tick.

-   **AI assistant booking** Turns on per shop

    Assistants read your prices and hold a real open time. Only the homeowner's tap books it.

-   **Keeps itself current** Live

    New prices, reviews and open times show within minutes. The Website screen lists each change. New words wait for you.

-   **Your free address** Live

    yourshop.handlediq.com with HTTPS. Fast on a phone, with nothing from outside companies.

![Delgado Plumbing and Drain's website on a phone](https://handlediq.com/kit/05-websites/light/delgado-phone.webp)

![Volt Line Electric's website on a phone](https://handlediq.com/kit/05-websites/light/volt-phone.webp)

Shop websites · demo shop data

### He reads. He prepares. You decide.

Hoss answers from your real records and links every one he read. He runs on HandledIQ models on our own hardware.

-   **Answers you can check** Live

    A "where this comes from" panel lists every record behind an answer.

-   **Prepares work for approval** Live

    He drafts the exact change. You approve it with one tap.

-   **Routine follow through** Live

    Visit records and reminders. Review requests and come back texts. All on your standing OK.

-   **Shop workflows** Live

    Tell Hoss how a kind of work should go. It rehearses on your history before anything goes live.

-   **Voice and photos** Live

    Talk to him or send a picture.

-   **Your own ChatGPT or Claude** Live

    It reads your records and asks HandledIQ to prepare work. Nothing goes out until you approve.

![Hoss screen: 11 things handled today and a text waiting for approval](https://handlediq.com/kit/01-app-desktop/light/02-hoss.webp)

Hoss · demo shop data

### No proof, it didn't happen.

Every fact keeps where it came from. The tech's words and the photo. The reading and the customer's approval.

-   **Home, Work and Business Passports** Live

    Signed records anyone can check. A changed copy fails.

-   **Credentials** Live

    HandledIQ holds licensed jobs from anyone without a current license.

-   **Warranties and claims** Live

    Manufacturer, insurance and rebate claims from submission to settlement.

-   **Equipment** Live

    Every unit at every house, its age and refrigerant.

-   **Full export** Live

    Every record and original photo, any time.

-   **Move in from anything** Live

    Jobber, ServiceTitan, Housecall Pro, FieldEdge, Workiz, QuickBooks, Square, phone contacts, spreadsheets or photos of a paper invoice book. Any import can be undone.

![Equipment screen listing units by house, age and refrigerant](https://handlediq.com/kit/01-app-desktop/light/16-equipment.webp)

Equipment · demo shop data

### Look around the app.

Twenty two real desktop screens from a demo heating and air shop. Use the arrow keys to move through them.

## Related
- [Home](https://handlediq.com/)
- [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/)
