Handyman · CRM with AI receptionist
The CRM that answers your handyman calls — and turns the to-do list into tasks
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking handyman: the tasks pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
Dana Whitfield
“TV mount + 3 shelves”
Captured on the call
Hours: 2 est.
Value: $180
Sample caller — the fields and the stage are the real Handyman template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Handyman template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Property Type
- Single Family
- Multi-Family
- Condo/Apartment
- Commercial
- Industrial
Task Summary
asked every call→ in the caller's own words
Task Types
- Mounting
- Repairs
- Assembly
- Painting Touch-Up
- Doors & Locks
- Other
Estimated Hours
→ a number
Materials Needed
- Yes
- No
Preferred Day/Time
→ in the caller's own words
Your pipeline, pre-built
Tasks move through 5 real stages.
Request, Quote Sent, Scheduled, In Progress, then Paid — the pipeline a handyman business actually runs, not a generic sales funnel. Drag tasks across stages, and every stage, color, and label is yours to edit.
- Request
- Quote Sent
- Scheduled
- In Progress
- Paid
- Request
- Quote Sent
- Scheduled
- In Progress
- Paid
TV mount + 3 shelves
Dana Whitfield
Door doesn't latch ×2
E. Vasquez
Wardrobe assembly
Theo Marchetti
Real template data — these stages and fields exist the moment you pick Handyman.
Everything included, from day one
The whole front office, tuned for handyman.
Omnichannel AI Receptionist
Takes the task list in the caller's own words — mounting, repairs, assembly — and asks whether materials are on site.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Punch-list follow-ups to property managers; review requests after every completed task.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions handyman owners ask.
- Can it quote handyman work over the phone?
- For hourly work, yes — the AI quotes your hourly rate from the price book and records the estimated hours. Longer punch lists get the full task summary captured and a callback scheduled.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Handyman template tracks — property type, task summary, task types — and creates the task in your Request stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Handyman at signup provisions the 5-stage pipeline — Request → Quote Sent → Scheduled → In Progress → Paid — plus 8 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Handyman template does it for you.
Your next task could book itself.
Pick Handyman at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.