How it works

A day with Fieldcamp’s Handy

It’s not about fancy features you’ll never use or a steep learning curve that wastes your time. It’s about getting the job done, plain and simple.

Curious about how Handy seamlessly integrates into your workday? Let’s take a journey through a typical day with this innovative tool. No buzzwords, no fluff – just a straightforward look at how Handy is making field service professionals’ lives easier, one task at a time.

New Lead
No Problem!
1
New Lead No Problem!

You’ve just finished a job at the Smith residence, and their neighbor, Max, is impressed. He wants your services too. Great!

Just say: “Add Max as a new lead. Met him at the Smith job.”

Oops,
Forgot Some Details?
2
Oops, Forgot Some Details?

Realized you forgot Max’s contact info? No worries.

Simply tell Handy:

“Update Max’s info. His number is 555-0123 and email is max101@gmail.com”

Schedule
a Follow-up
3
Schedule a Follow-up

Time to set up a meeting with Max.

Say: “Schedule a meeting with Max for tomorrow at 2 PM.”

Keep the Client in
the Loop
4
Keep the Client in
the Loop

Don’t forget to inform Max about the meeting.

Tell Handy: “Send Max an email about our meeting tomorrow at 2.”

Stay on Top of Your
Pipeline
5
Stay on Top of Your Pipeline

Want to check on other potential clients?

Ask: “Show me my sales pipeline.”

Post-Meeting
Updates
6
Post-Meeting Updates

After meeting Max, you need to add notes and job details.

Say: “Add notes for Max: Wants full backyard renovation. Yard is 30 by 40 feet.”

Seal
the Deal
7
Seal the Deal

Great news! Max wants to hire you.

Tell Handy: “Move Max to active clients. We got the job!”

With FieldCamp and Handy, managing your field service business becomes this simple. No more juggling between apps or drowning in paperwork. Just you, your expertise, and an AI assistant that understands your needs. Ready to make your workday smoother?

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