CRM for Handyman Services

• The problem

  The customer's list of small jobs arrives across five texts and a voicemail.

  In Kompot.ai

  Texts, WhatsApp messages and calls land in one conversation log on the contact, and calls are transcribed. Write the list as subtasks on one task — faucet, door, fan, shelves — and tick them off as you work through the house.

• The problem

  You are under a sink when a new customer calls, and they hire whoever picks up.

  In Kompot.ai

  An unfamiliar caller is saved as a new contact, so the callback is not buried in your call log. On the Full Service plan a voice agent answers for you, takes the list of repairs and the address, and the summary is waiting when you wash your hands.

• The problem

  On site the customer adds 'while you are here' jobs that never make it onto the bill.

  In Kompot.ai

  Add each extra to the invoice from your price list right there on your phone: an hour of labor, a flat-rate item such as hanging a TV, the parts you bought. The customer sees every line before paying.

• The problem

  Receipts for a hinge, a fill valve and a box of anchors disappear in the van.

  In Kompot.ai

  Photograph the hardware store receipt and the expense is filled in from the scan. The image stays on the expense, so when you write the invoice that evening the parts are there to bill instead of coming out of your pocket.

• The problem

  Landlords and regulars would hire you again, but you never remind them.

  In Kompot.ai

  Keep a field on the contact for the kind of customer — homeowner, landlord, property manager — and the units they own. An email campaign to regulars before winter offers weatherstripping and gutter cleaning, and the booking page lets them pick a free slot.

What you keep on record

The customer's to-do list

Each small repair as a subtask, checked off during the visit, with leftovers carried to the next one.

Flat rates and hourly labor

A price list with your minimum visit, hourly rate and flat-rate items such as hanging a door or mounting a TV.

Household notes

Gate code, pets, where the water shutoff is and which fixtures you have replaced, as custom fields and notes.

Parts receipts

Hardware store receipts saved as expenses, read from a photo, ready to bill on the invoice.

Questions owners ask

How do I keep a long list of small jobs for one customer in one place?

Make one job for the visit and one task with a subtask for each repair. Check items off on your phone as you go. Whatever is left is still on the customer's record when they call to book the second visit.

Can I mix flat-rate items and hourly work on one invoice?

Yes. The price list holds both: a flat price for hanging a door, an hourly labor line, parts. Add any of them to an estimate or an invoice, and the customer pays the total through one payment link.

I work alone. Is this too much system for a one-person business?

You can start small. On the Free plan you keep your customer list and your deals: who called and about which list of repairs. The rest comes with the paid plans, when the phone gets too busy for one pair of hands.

Can customers book a visit themselves?

Yes. The online booking page shows your free slots and the customer picks one. The booking lands on your calendar as a meeting, synced with Google Calendar, and the customer gets an email confirmation and reminders, without a round of texts about which morning suits.