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Handyman services

The CRM that works the list.

Daybook runs a handyman business end to end: a request becomes a booked half day, the handyman quotes at the door from your own price list, and the list — every item the customer asked for, ticked as it is done — is the checklist on the job, with the hours and the materials on it. Then the invoice, with GST/HST by province.

The job “Harbour Hospitality Inc. — Small repairs” in Daybook, and its brief: an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts, what the customer asked for (each with the message it came from), suggested next moves and what is waiting on us.

The rules the trade lives under

Built around the paperwork a handyman business already answers to.

  • Ontario’s rules for contracts signed at a client’s home

    A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.

  • Provincial OH&S hazard assessments (FLHA)

    FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the techs on site, filled in on the phone at the start of the day and filed on the job the moment they land.

  • GST/HST, by province

    The right GST or HST for the province on every invoice, and the Sales Tax report ready when filing season is.

  • CRA automobile allowance rates

    A mileage log that keeps itself, at the per-kilometre rate you set, ready for the accountant at year end.

Daybook names these so you can see where it helps. It is not a compliance product: it does not know which work your province reserves for a licensed trade, the hazard assessment is yours to fill in, and your accountant has the last word.

Three things that go wrong

The headaches every handyman business knows.

The list in a text message

The customer texts nine things, three get done, and by Friday nobody can say which six are left or why.

In Daybook The list is the checklist on the job: every item as the customer gave it, ticked as it is done, what was not done and why, and what you noticed while you were there.

The half day that ran to six hours

The morning runs long, the receipt for the materials is in the truck, and the invoice is a guess made on Sunday night.

In Daybook The hours on site and the materials used are on the sheet, the price list has the hour, the half day and the full day on it, and a finished call offers its invoice the moment it is marked complete.

The landlord who wants a report

A property on contract gets a visit every month, and the owner wants to know what was checked, what was fixed and what is coming.

In Daybook The maintenance round is one sheet per visit — what was checked, what was fixed, what to report to the owner — on a recurring job whose visits stay on the schedule.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.
1The gate code, pinned
2The deadline
3What the customer asked for
4What we owe, and the next step
5What the customer owes

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

The customerThe customer, textingThe officeA crew memberA crew memberA crew member
  • Our furnace keeps shutting offThe customer, by email
  • Side-wall vent. Narrow doorThe crew, from the site
  • Your quote is attachedThe office, by email
  • 3 photosThe crew, from the site
  • Done before the 24th?The customer, by text
  • Gate code 4471. Mind the dogThe office, to the crew
  • Checklist doneThe crew, from the site
  • The brief’s access code on a phone: 4471, with the customer’s own words — “The side gate code is 4471 — please close it behind you, we have a dog.”

    The gate code, pinned. Said once in an email, and now at the top of the job for the crew.

  • The brief’s time-sensitive line on a phone: send the thermostat finishes to Priya so she can sign and pay the deposit, by Tuesday, October 13, with a Text client button.

    The deadline. What is time-sensitive, and by when.

  • What the customer requested, in the brief on a phone: the thermostat finishes, and confirming the old furnace is taken away, each from Priya Raman’s email.

    What the customer asked for. Each request, with the message it came from.

  • The next step, in the brief on a phone: send Priya the thermostat finish options and confirm the old furnace removal, with a Book visit button.

    What we owe, and the next step. One next step, and a button that starts it.

  • Waiting on the customer, in the brief on a phone: pick a thermostat finish, sign the quote and pay the deposit, with the risk under it.

    What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The handyman toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — handyman work gets its own shape. A visit is a service call, not a site visit; the button says Book a service call; and the drafts, the replies and the job summaries say the list, half day and full day, minimum call, mount and hang, patch and touch-up, round and turnover the way a handyman does.

The service call

A request becomes a booked call. Not a site visit.

Every request lands on one board with its service type — small repairs, an install, a patch, a maintenance round — and one button: Book a service call. The handyman quotes at the door; when the call is done, the next step is Mark won.

The requests board in Daybook: “James Lindgren — Assembly & installation” and “Grace Raman — Property maintenance”.

The service call

A request becomes a booked call. Not a site visit.

Every request lands on one board with its service type — small repairs, an install, a patch, a maintenance round — and one button: Book a service call. The handyman quotes at the door; when the call is done, the next step is Mark won.

  • The requests board in Daybook: “James Lindgren — Assembly & installation” and “Grace Raman — Property maintenance”.

    Every request, on your phone. Call the client or email them from the card, and book them in with the button under it.

  • The job on its page in Daybook, its steps across the top: Service call, Quote and Mark won.

    The job’s own page. Its steps across the top, the client a call or a text away, and its photos, notes and messages a swipe apart.

  • Six service types: small repairs, assembly & installation, drywall & paint touch-ups, carpentry & trim, seasonal & outdoor, property maintenance
  • A landlord’s list is filed as property maintenance, gutters as seasonal, five small things as small repairs — sorted for you
  • Book a service call from the request — and plan the day’s route from the same board
  • An arrival window on the booking, and an On my way text that names who is coming, with a link to follow
  • Service call, then Quote, then Mark won — a quote is there when you want one, never in the way
  • Requests from your website’s send-your-list form land here as real requests
Scheduling

The price list

Priced by the hour, the half day and the item.

A handyman quotes from a price list, not an estimator — so yours starts labelled: the hour, the half day and the full day, the minimum call, TV mounts and furniture assembly, drywall patches small and large, doors planed and rehung, gutters and the seasonal jobs, the monthly maintenance round and the rental turnover, and the materials bought on the way. Your own prices go on it, and every quote and invoice reads from it.

Half day the hour, the half day, the full day and the item on the list — the way the trade is sold

The price list

Priced by the hour, the half day and the item.

A handyman quotes from a price list, not an estimator — so yours starts labelled: the hour, the half day and the full day, the minimum call, TV mounts and furniture assembly, drywall patches small and large, doors planed and rehung, gutters and the seasonal jobs, the monthly maintenance round and the rental turnover, and the materials bought on the way. Your own prices go on it, and every quote and invoice reads from it.

  • A labelled starter price list on day one, with your own prices on it
  • Time, installs and assembly, drywall and paint, carpentry and doors, seasonal jobs, maintenance contracts, materials
  • Cost, price and markup beside each item
  • Quotes and invoices in a handyman’s words — approved, or sent back for a revision, in the client’s portal
  • A price book that updates when you scan a supplier invoice — Crew and up
Quoting

The paperwork

The list is the checklist.

The list, as the customer gave it, ticked item by item, with what was not done and why. A mount and assembly sheet, so a TV on a wall is a TV that stays on the wall. A maintenance round, one sheet per visit to a property on contract. They attach themselves to the right jobs.

The checklists in Daybook: “The list” and “Mount & assembly sheet”.

The paperwork

The list is the checklist.

The list, as the customer gave it, ticked item by item, with what was not done and why. A mount and assembly sheet, so a TV on a wall is a TV that stays on the wall. A maintenance round, one sheet per visit to a property on contract. They attach themselves to the right jobs.

  • The list: every item as the customer gave it, done today, not done and why, materials used, hours on site, noticed while there
  • Mount & assembly sheet: what was mounted, the wall behind it, the fasteners and their rated load, level and load-tested
  • Maintenance round: the visit, what was checked, what was fixed, what to report to the owner, the hours
  • Photographs before and after, and the customer’s sign-off on the list
  • Attached to the right service types automatically — Crew and up
  • Yours to edit, and you can add your own
The crew app

Contracts and plans

The monthly round, sold once and booked for good.

A property on contract is a recurring job: its visits are added to the schedule every night, so the round stays booked even if nobody opens the job. Or sell it as a maintenance plan — set the price, how often it bills and the visits it includes, put the client on it, and the visits keep coming and the plan bills itself.

Every month the round on the schedule and the plan billed, without anybody remembering

Contracts and plans

The monthly round, sold once and booked for good.

A property on contract is a recurring job: its visits are added to the schedule every night, so the round stays booked even if nobody opens the job. Or sell it as a maintenance plan — set the price, how often it bills and the visits it includes, put the client on it, and the visits keep coming and the plan bills itself.

  • Recurring jobs, weekly to yearly, that keep their visits on the schedule
  • Finishing a visit finishes that visit — the contract keeps running
  • Plans with their price, how often they bill and the visits they include
  • Members, what plans bring in each month, and who renews in the next 30 days — on one page
  • A member’s discount one tap away on their quotes and invoices
Scheduling

Safety on site

The FLHA, filled in on the phone. Filed before the ladder goes up.

Pick the job and the address and the techs come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the list and the photos, with no signal if it comes to that.

An FLHA in the crew app, “Mount a 65-inch TV on a plaster wall, then clear the back gutter”: the task with its hazard and its control.

Safety on site

The FLHA, filled in on the phone. Filed before the ladder goes up.

Pick the job and the address and the techs come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the list and the photos, with no signal if it comes to that.

  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.

    Their day. Hours, the FLHA and their jobs a tap away — and an update from a job on the go goes straight to the office.

  • A crew member’s list in the crew app, 8 active: “Ivan Hartley — Seasonal & outdoor” and “Rachel Moreau — Carpentry & trim” among them, each with its address and its time.

    Their jobs. Every job they’re on, with its address, its booked day and a chat with the office.

  • An FLHA in the crew app, “Mount a 65-inch TV on a plaster wall, then clear the back gutter”: the task with its hazard and its control.

    Before the work starts. Pick the job and the site, its contact and the crew fill in; they add each task with its hazard and its control, and submit it from the phone.

  • FLHA forms on Crew and up: job, site, conditions, tasks with hazard and control, the techs on site
  • Clock-in and timesheets from the phone in their pocket
  • The list ticked off on the job
  • Photos taken where there is no signal, filed when it returns
The crew app

Getting paid

Invoiced off the call. Paid at the door.

The invoice is raised off what was agreed at the door — the half day, the items, the materials. With a Stripe card reader, a card or Interac debit is taken before the truck leaves. For the rest, a reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm.

A paid invoice in Daybook: FH-INV-0003, paid, $4,344.59.

Getting paid

Invoiced off the call. Paid at the door.

The invoice is raised off what was agreed at the door — the half day, the items, the materials. With a Stripe card reader, a card or Interac debit is taken before the truck leaves. For the rest, a reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm.

  • An invoice off the service call — offered the moment the job is marked complete, quote or no quote
  • A card or Interac debit taken at the door on a Stripe card reader; cash and cheques recorded on the spot
  • Someone in the field you allow can quote from your price list, have it signed and take payment on their own jobs — and never sees your costs
  • An overdue invoice chases itself, with a Pay Now link
  • E-transfer matched for you to confirm; cards online; EFT
  • GST/HST by province, and the Sales Tax report ready for filing
Invoicing & payments

The techs

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so everyone you send out has the app: the day’s calls, clock-in, the FLHA, the list, the photos — and the office sees it the moment it lands.

  • A crew member’s list in the crew app, 8 active: “Ivan Hartley — Seasonal & outdoor” and “Rachel Moreau — Carpentry & trim” among them, each with its address and its time.
  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.
  • The job on its page in Daybook, its steps across the top: Service call, Quote and Mark won.
  • The checklists in Daybook: “The list” and “Mount & assembly sheet”.

The economics

Priced on the office. Free for the techs.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people working the list alone.

Workflow Field-service platforms priced per user Daybook
Currency Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. Canadian dollars. Every plan, every add-on, printed on the pricing page.
The techs Typically an extra monthly fee for every field user past the plan’s cap. Field seats free and unlimited on Crew and Company — everyone you send out gets the app.
Handyman tools A generic job form; the list lives in a text message. The service-call shape, a price list by the hour, the half day and the item, and the list as the checklist on the job.
Canadian tax and mileage Usually an accounting add-on, or by hand. GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website Usually a separate builder, or a designer. A handyman site template on every plan, with a maintenance-rounds page and a send-your-list form that mints a real request.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

Handyman work runs on the trades rate card — every plan the same app, the office seats counted and the techs free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

  • Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
  • Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
  • Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on CrewSee the plans

Switching

Moving from a notepad, a spreadsheet, or another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets a handyman business running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The handyman price list is already labelled, from the minimum call to the rental turnover. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

The handyman template is already written for the work, with a maintenance-rounds page — your photographs and your words go in, and the send-your-list form drops requests straight into Daybook.

Questions handyman businesses ask.

I am one person with a truck. Is it too much?

The same app runs a one-person shop and a crew of ten. Solo is one seat, with requests, the starter price list, quotes, invoices and payments, and the website with its request form. Checklists, the crew app with the FLHA and free field seats start on Crew — the pricing page prints exactly what each plan includes.

Is there a handyman estimator?

No — a handyman quotes by the hour, the half day and the item, so that is what Daybook gives you: a labelled price list on day one, with your own prices on it.

Can I bill a call with no quote?

Yes. Mark the job complete and it offers a blank invoice on the spot; until it is invoiced, the job shows as ready to invoice on your dashboard.

Can I take payment at the door?

Yes. With a Stripe card reader, anyone in the field you have allowed to take payment can charge an invoice for a job they are on — tap, insert or Interac debit — and the payment lands on the invoice by itself. Cash and cheques are recorded on the spot.

Can I change the checklists?

Yes. The list, the mount and assembly sheet and the maintenance round are yours to edit, and you can add your own. Checklists are on Crew and up.

Does it work in a basement with no signal?

Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.

Bring a real to-do list. Watch it booked.

Your own list beats any feature list — start the trial, book a half day, tick it off and see what the job page already knows.

14-day free trial · No credit card · Bring your client list