Handyman management software and handyman business management software: what the record has to keep for a crew of one

Handyman management software is a grand name for a small, exact job: keep every quote, work order and invoice against the customer and the job it belonged to, know which invoices still carry a balance, and hand the accountant an export in January. Handyman business management software that adds crew scheduling, GPS and inventory to that is charging a one-truck operator for a company he does not run. The free tools on this site produce the three documents from your own rate; PunchListWorks Pro is the management layer that keeps them.

The customer is the unit of the record

A handyman's business is repeat customers with new punch lists. Management software that files documents by date loses the thing that matters: everything ever done at one address. The record keeps the quotes, work orders and invoices under the customer, with the job each belonged to, so the callback starts with what was done last time and what it cost.

Balance due is the figure the record exists for

Handyman business management software earns its fee on one screen: which invoices are open, for how much, since when. The invoice tool on this site shows the balance due after the deposit on every invoice; Pro carries that balance against the customer until it is paid and lists the open ones together.

Export, because the accountant does not log in

The record is worth keeping only if it leaves the software when asked. Every quote, work order and invoice should export as a clean PDF for the customer and as rows for the accountant, without a per-report fee. On the quote tool's worked example, three hours at $75 is $225 of labor, $85 of materials marked up comes to $102, the trip charge is $35 and sales tax is charged on the materials only, and the deposit to book is shown beneath the total.

Price it for one truck

Field service suites price the management layer per user and per module. From the vendor's own pricing page, Jobber Core is $49 per month billed month to month and includes one user, each additional user is $29 per month, and Jobber Connect is $139 per month. PunchListWorks Pro is $49 per month for the whole crew, and every tool on this site works free with no account.

Questions people ask about handyman management software

What should handyman management software keep?

Every quote, work order and invoice against the customer and the job, the open balances, and an export. Nothing else is required for a crew of one.

Do I need scheduling and dispatch in it?

Only if you run more than one truck. The charter of this site is the paperwork; scheduling products are a different purchase.

How much does handyman business management software cost?

Per-user suites start at the vendor prices above. PunchListWorks Pro is $49 a month for the whole crew, and the tools are free without it.

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