Book itsend itbill itfollow upBook itsend itbill itfollow up
Your office, minus the chasing.
Every job moves through the same board. When something stalls, it rises to the top until someone handles it.
Today · Tuesday3 need you
Needs you
UA14 Alder Ct · No heatUnassigned · 8 to 10 amAssign
WO309 Birch Rd · Leak under sinkWindow over · MayaCall
NC77 Cedar Ln · Tune-upDone, not closed · DaveClose
NI5 Elm St · Water heaterDone with no invoiceBill
The rest of today
DV1200 Oak Ave · InstallDave · 1 to 4 pmEn route
File the call
What the caller saidHi, it's Ana at 14 Alder. The furnace stopped last night and the house is freezing. Anytime tomorrow morning works.
House
14 Alder Ct
Problem
No heat · furnace
Window
Tomorrow, 8 to 12
Caller
Ana · occupant
OKBookedJob opened at 14 Alder CtDone
Suggested tech
DVDaveFree 8 to 10 · did the last visit hereSuggested
MYMayaFree 10 to 12Available
Checked
Who is free in the window. Who knows this house.
Not checked
Drive time. You know your town better.
Estimate · 309 Birch Rd
ARepair the trap and supply lineGood$240
BReplace faucet and supply linesBetter$585
CNew sink, faucet and disposalBest$1,460
✓Approved by the homeownerOption B · 2:14 pmApproved
Money · this week
$BilledInvoices sent$18,420
$CollectedMoney in the bank$15,960
!INV-2041 · 5 Elm StCard declined · retry tomorrowRetry
✓INV-2038 · 1200 Oak AvePaid on the house pagePaid
Follow-ups
💬Reminder · 77 Cedar LnTune-up due in MarchApprove
★Review request · 14 Alder CtSent after a happy closeSent
💬Note to the owner · 309 BirchTenant lives there, owner paysDraft
01
The Today board
What needs you, in order. Jobs nobody has. Windows running over. Visits not closed. Work with no invoice. Payments that failed. Then the rest of today.
02
File the call
Type what the caller said, the way they said it. HandledIQ books the job, or asks you for the one fact that's missing.
03
Dispatch
HandledIQ suggests a tech and tells you what it checked and what it didn't. One tap accepts. You can always pick someone else.
04
Estimates
Send good, better and best to the house page. Every version stays on file. When the homeowner approves, the invoice is already drafted.
05
Money
Billed and collected sit side by side, so you know which money is real. Failed payments come back to the board.
06
Follow-ups
Reminders, review requests and notes to the owner draft themselves. You approve them. Then they send.
The rest of the office.
The pieces you need every week, built into the same record as the job.
Price book
Your parts and labor at your prices. Pick lines onto any estimate or invoice.
Memberships
Maintenance plans with their visits and reminders on the calendar.
Reports a kid can read
What you billed, what you collected and what's stuck. Each number opens the jobs behind it.
Occupant, payer and owner
A tenant lives there and a landlord pays. HandledIQ keeps both straight on every job.
Roles and permissions
Techs see their jobs. The office sees the shop. Only the owner changes money rules.
Every change on the record
Who did what and when. Corrections add to history. They never erase it.
Log the job once. Compute the rest.
The truck day, in one list.
Less typing. More fixing.
The tech app does one thing at a time, in the order the day happens.
RHRivera Heating & Air
Today · 4 jobsDave's day
8 to 10 am14 Alder Ct
No heat · furnace
10:30 to 12309 Birch Rd
Leak under sink
1 to 4 pm1200 Oak Ave
Water heater install
RHRivera Heating & Air
Last visit · March14 Alder Ct
FoundFlame sensor dirty, filter clogged
DidCleaned sensor, new 16x25 filter
LeftBlower motor is loud. Quote next visit.
RHRivera Heating & Air
14 Alder CtNo heat · furnace
On my way
On site
Sent by your shopAna got a text: Dave left at 8:12.
RHRivera Heating & Air
Say what happened“The igniter cracked so I swapped it. Furnace fires clean. Told Ana the blower is next.”
FoundCracked igniter
DidReplaced igniter, tested
LeftBlower motor due for quote
Looks right. Close it.
RHRivera Heating & Air
Proof3 photos · 1 reading
ReadingTemperature rise 48°F
PartIgniter · serial on file
StampedDave · 9:41 am · 14 Alder Ct
RHWork Passport
Dave OrtizVerified work
SkillsFurnaces · water heaters · boilers
ProofEvery closed visit, with photos
YoursGoes where you go
01
Your day
Every job assigned to you, in order. The address opens your maps in one tap.
02
Before you knock
The last visit at this house. What the tech found and what they did. What they left for next time.
03
On my way, on site
One tap each. The office sees it. The homeowner gets a text from your shop, not from us.
04
Close in one sentence
Say what you found and what you did. HandledIQ writes the visit and shows you your own words before it saves.
05
Proof
Photos, readings and serial numbers attach to the visit with your name and the time. No proof, it doesn't exist.
06
Your Work Passport
Every verified job adds to a record of what you can do. It's your proof, and it goes where you go.
Built for the field.
Everything a tech needs, and nothing the office should be doing for them.
Talk or type
Say it out loud in the driveway or type it at the counter. Same result.
Made for one hand
Tap targets sized for thumbs and gloves. Readable in full sun.
Parts on the visit
Log what you used from the truck. It lands on the invoice.
Estimates at the door
Build good, better and best on site. The homeowner approves on their phone.
Collect on site
Send the invoice to the house page before you pull away.
Only your work
You see your jobs and your houses. Customer phone numbers stay private.
Prepared ≠ attempted ≠ completed.
Every house gets a page.
Nobody waits by the window.
Every update comes from your shop in your name. It all lives on one page that belongs to the house.
RHRivera Heating & Air
BookedTomorrow, 8 to 10 am
At14 Alder Ct
ForNo heat · furnace
Add to calendar
RHRivera Heating & Air
En routeDave left at 8:12 am
Your techDave Ortiz · furnaces and boilers
Last time hereMarch · cleaned flame sensor
RHRivera Heating & Air
Option A · GoodRepair the trap · $240
Option B · BetterNew faucet and lines · $585
Option C · BestNew sink and disposal · $1,460
Approve option B
RHRivera Heating & Air
Invoice INV-2038$585.00
ForNew faucet and supply lines
Pay now
ReceiptSaved to this page
RHHome Passport
14 Alder CtThe history of this house
FurnaceInstalled 2014 · serviced 6 times
Water heaterWarranty through 2031
VisitsEvery one, with photos
01
Booked
A text from your shop with the window and a link to the house page.
02
En route
The tech's name and when they left. The homeowner stops guessing.
03
Approve the work
Options with prices. One tap approves. HandledIQ saves the time and who tapped it.
04
Pay
Pay the invoice on the same page. The receipt stays there too.
05
The house remembers
Every visit, every part and every warranty. When the house sells, the history can go with it.
A better first impression.
The homeowner never sees the office scramble. They see a shop that has it handled.
Your brand, not ours
Your name and logo in your colors. HandledIQ stays out of sight.
No app, no password
A private link per house. It works on any phone.
The right person, every time
Tenant, landlord or both. Each one hears about their part.
Reminders that send themselves
Tune-ups and filter changes, sent once you approve them.
Reviews at the right moment
Asked after a job closes well, sent to the review page you choose.
Private by default
Homeowner phone numbers never show on a shared page.
It's handled.
Three records. One job makes them all smarter.
Proof that travels.
A passport is a record anyone can check. Photos and readings back it up. So do signatures and the people who were there.
HP
Home Passport
The full history of the house.
Property
Equipment
Installs
Repairs
Inspections
Warranties
Payments
Claims
Outcomes
Helps the homeowner know what they have. Helps the next tech walk in prepared. Helps the next buyer trust the house.
WP
Work Passport
Proof of what a tech can do.
Worker
Skills
Work performed
Supervision
Evidence
Outcomes
Credentials
Authority
Helps a tech prove their skill with real jobs, not a resume. Helps the shop hand the right job to the right person.
BP
Business Passport
Your shop's track record, proven.
Company
People
Authority
Jobs
Promises
Performance
Customers
Assets
Money
Helps the shop show what it delivers, job by job. Helps lenders, insurers and partners trust what they see.
A claim is not a fact. A fact is not authority.
What makes it trustworthy.
A record is only worth what you can prove. These rules hold for every passport.
Backed by evidence
Photos and readings. Serial numbers and timestamps. All attached where the work happened.
Corrections add, never erase
Fix a mistake and the record shows both. Nobody rewrites history.
Checked before it's portable
HandledIQ verifies a claim before it leaves the shop.
Yours to take
Customers stay because the product is better, not because we trap their data.
Say how your shop works. It becomes that.
No ticket. No consultant.
Other software asks you to fit its screens. HandledIQ changes the software around how you already work, and nothing goes live without your yes.
handlediq · owner
You
Understood what you want
Found the data it needs
Flagged what's missing
Built the rule and the screen
Tested it against your past jobs
Showed you what changes
Waited for your yes
Published
Watching it work
Rolls itself back if something breaks
It's handled.
Your rules, your words.
Every request teaches HandledIQ a little more about how service shops run, so the next one comes together faster.
You said
“Installs over $5,000 need my approval before we schedule them.”
An approval step on big installs, with a button on the owner's board.
You said
“Callbacks within 30 days go back to the tech who did the job.”
A callback rule that routes the job and marks it no charge.
You said
“Split install commission between the seller and the lead tech.”
A commission rule that shows each person their share on every install.
You said
“Members get the first slot of the day.”
A dispatch rule that holds early windows for maintenance members.
You said
“Every water heater install gets a check-in text after a year.”
A follow-up that drafts itself a year out and waits for approval.
You said
“Warranty parts need a photo of the old part.”
A proof step that blocks the claim until the photo is on the visit.
The model can read your request. It can't authorize it.
Safe to change.
Changing how a shop runs touches money, customers and people. These guards hold for every change.
Tested on your history
Every change runs against your past jobs first, so you see what it would have done.
Your yes, every time
Nothing publishes until someone with the authority approves it.
Rolls itself back
If a change breaks something, HandledIQ puts the last working version back on its own.
Meet Hoss. Your office assistant.
Ask Hoss. He shows his work.
Hoss is the HandledIQ office assistant. Ask what's waiting and he answers from your real records with exact numbers. Every answer lists the records he read.
Demo shop. The panel on the right lists every record Hoss read.
Answers you can check
Every job and invoice he names is a link. The side panel shows each record he read.
Prepares the change
Ask him to add a line to a quote. He prepares the exact change. You approve it with one tap.
Routine follow-through
Visit records, reminders and review requests go out on your standing OK. Money always waits for a person.
Holds back what he can't check
He says why. No review link set means no review request goes out.
Switch without a dead week.
Move over one piece at a time.
Bring your records from Housecall Pro or from CSV and Excel files. Customers and jobs come over. So do invoices, your team and your price book. Start with the schedule. Texts, payments and books follow when each one is ready. You can undo an import.
Shop workflows. Tell Hoss how the work should happen and approve the change.
