Everything you need to know about handyman business software: A crash course
The beauty of having your own handyman business is that you have ownership over your craft and the way your business operates. What could make it better? Software! You might not have talked much about software during trade school or your apprenticeship, but it can be a great business tool, and it’s never too late to learn about the beauty of CRMs, automation, tech stacks, and handyman business software.
Ryaan Tuttle, owner of Best Handyman Boston explains the benefit of it best:
“What I’m trying to do is be somewhere on an island, and all I’ll need is a wifi signal and my cell phone. It’s the rationale behind every move I make in this business.” The only way he can do that is with software, and he learned about it all through trial, error, and experience.
If you don’t have time for trial, error, you can take lessons from others like Ryaan. Here’s a quick crash course to help you understand your software options, and make a quick decision for yourself.
In this crash course you’ll learn:
- What handyman software is
- What you should expect from software options
- What a CRM is
- What to look for in a handyman CRM
- What automation is and how it can improve your daily workflow
- If you really need software to run your business
What is handyman software?
Handyman business software helps business owners automate and organize their business operations from start to finish. This includes quoting, estimating, job scheduling, client communication, and payments.
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What you should expect from software
First things first, your software should be flexible and work with your workflow. You don’t want to have to change how you work to adapt to software—good software will work with the way you already work.
Your business software needs to be functional in the office and in the field, and it needs to be reliable and available on every jobsite. Look for options that allow you and your team to do as much as possible from your phone through an app.
Keep in mind that if you have different techs working for you, then they need to be able to access all the app’s features from their phones or tablets too.
Jobber’s app is a game changer in the field. No more worrying about making it back to the office to get back on the computer and open up a spreadsheet. Now we finish a repair call, hit a button on the app, the client signs and pays with their finger. Now I’m on the way home to spend time with my family, not the computer.
Ideally, software should power your quoting, invoicing, client follow-up emails and appointment reminders, and payments and deposits. The best option will automate all of these elements and act like your right hand man.
It will complete redundant tasks for you, and remind you to complete the things it can’t do without your help. That way, nothing slips through the cracks.
What is a handyman CRM?
CRM stands for client relationship manager. A CRM is a specific type of software that helps you organize and manage customer data including account history, important notes, contact information, addresses, and more.
What should you look for in a CRM?
A good CRM for handymen and contractors is designed for businesses who have to manage work in the field. It will help you keep track of client information, remind you to keep in touch with your clients, and stack all of your other business software functionalities with it.
For example, a CRM designed with your handyman business in mind will allow you to store building codes, landlord property addresses, specific client requests, and invoice history, all while empowering you to know everything about your clients.
Jobber works with your calendar and tracks appointment details and history. This will help you track exactly what work you completed in the past and when it happened, so you can easily call them down the road to schedule more work. You’ll be able to speak to your client with full knowledge of the work you’ve completed, the materials you used, and your client’s rating of your service.
What is automation, and how can it help your daily workflow?
Automation might seem like a buzzword, but it can seriously cut back the amount of effort you put into your day-to-day. Automation software works as your right hand by either completing basic redundant tasks, or reminding you to do them.
Ryaan Tuttle explains how automation helps improve his day to day and scale his business.
“We have an app for our clients as well as our website work request feature. My virtual assistant processes work requests complete with photos and client information, and puts them into Jobber to prep the quote and client account. I calculate the estimate and then click ‘send.’ The client gets the quote. If they approve it, I schedule a time.”
Receiving work requests, setting up schedules, and organizing jobs is a seamless process for Ryaan. He shares all the job information with his techs, who arrive at the jobsite with their to-do list in the palm of their hand. All they have to do is the work and hit “complete” in Jobber’s app. That automatically processes the initial quote into an invoice.
What are some good software options to start with?
Jobber is your right hand man when it comes to running a handyman business. It helps you keep all your business and client information organized and easy to access in the field. It offers all the necessities, such as a CRM, quoting and invoicing automation, ePayments, automated client follow-ups, scheduling, and dispatching.
Never visit a client property without being fully prepared again. You’ll have all your client information at hand in the office and in the field. It’s great for crews too!
The moment you have one employee is the minute you need to start thinking critically about team communication. Things can get complicated and lost in translation when you have a growing team. We recommend using a communication app like Slack to help keep your team in the loop.
With Slack, you can share files and images with your team. You can communicate one-on-one, in groups, or to the entire team using channels and chats. Slack offers voice and video call features along with IM chatting. It’s the best group chatting app out there, as far as we’re concerned––we use it too!
Positive online reviews are the cheapest, most reliable, and most effective way to grow your handyman business. Why not use an app that can help you automate how you collect reviews from happy customers?
Review automation software like NiceJob makes gathering reviews as simple as possible, while giving your clients a great experience while they do it. Most home service pros rely on positive reviews to grow their business, and consumers rely on client reviews to make confident buying decisions. Try an app that can help you grow your business and empower prospects to choose you over your competitors.
ResponsiBid is a powerful automation tool for creating proposals and instantly following-up with customers so no more deals fall through the cracks. Use ResponsiBid to create job estimates, allow clients to select job times that work for them, and send them intelligent follow-ups via personalized emails and text messages. ResponsiBid syncs seamlessly with Jobber, Zapier, and Google Calendar for seamless selling.
MailChimp is one of the most popular marketing automation solutions for small businesses. Features include email automation, newsletter automation, and email address segmentation. With it you can design beautiful branded emails and send targeted messages to prospects and existing clients. Make strategic marketing decisions based on specific event triggers such as recurring work, seasonal sales, special offers, or service agreement updates so you can grow your business. If you’re ready to try out email marketing, Mailchimp is a beginner-friendly option to dip your toes into.
Do you need to use software to run your handyman business?
Outside of a permit, license, experience, tools, and a truck, you don’t need much more to be a handyman. But, as your handyman businesses becomes more successful, you’ll have more paperwork and administrative tasks to take care of.
You won’t want to get buried in paperwork, and this is exactly where software can help. Plus, it’ll help you run a profitable, organized, and efficient business to boot.
It’s a great idea to invest in software (or use a free version at the very least) to help move things along and keep you organized. Let’s face it, running a business isn’t easy, so why make things more difficult than they need to be?
Ryaan explains how he’s moved from one software option to the next over the course of his business. From pen and paper, to Microsoft Office, he’s seen it all. But when he firmly made the decision to have his business run from his phone, he knew he needed more than that.
“I started to look through softwares intently, and Jobber’s customer service won me over. But once I started digging in the software I really started to think about how I wouldn’t have to drive home anymore, do the routine, sit on the computer, start an invoice, type it all in, save it as a file….
Now when we finish a job, we mark it as complete, go home go have fun with our family. We save time, multiply that by 365, now we’re talking business. Now everything’s in Jobber. It’s amazing!”
Ready to start with software?