Office

Run the whole day from one board.

Calls and bookings. Dispatch and estimates. Invoices and follow-ups. The Today board puts what needs you on top and keeps the rest out of your way.

Book a walkthrough Why HandledIQ

01How the office runs

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

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.

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.

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.

Estimates

Send good, better and best to the house page. Every version stays on file. When the homeowner approves, the invoice is already drafted.

Money

Billed and collected sit side by side, so you know which money is real. Failed payments come back to the board.

Follow-ups

Reminders, review requests and notes to the owner draft themselves. You approve them. Then they send.

02Everything else

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, a landlord pays. HandledIQ texts the right person every time.

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.

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