Requirements checklist
What to ask for when choosing software for handyman and home repair services.
A checklist built from how handyman and home repair services work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Request intake and booking
- Daily job schedule
- Quotes and fixed-price tasks
- Visit notes and photographs
- Van and supplies stock
- Invoices and landlord statements
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For the office
- For handymen
- For landlords and agents
Reports to ask for
Ask to see each one with your own sample data.
- Requests received by phone, form and message, with status
- Call-outs completed per handyman, per postcode and per day
- Quotes sent, accepted and declined, with call-out charges
- Grout, mastic, sash cord, hinges and fixings used per job and per van
- Unpaid invoices by tenant or agent, oldest first
- Landlord statements by flat and by period
- Snags and return trips still open
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Card payment gateway
- Accounting software export
Questions for any vendor
Put these to every supplier you are comparing.
- Is it for one-off repairs or repeat landlord work?
- Can we quote small jobs at a fixed price?
- Can a handyman use a phone at the job?
- Does it track van stock?
- Can invoices include local tax?
- Can we send customers a booking confirmation?
- Can existing customers and open jobs be moved?
- Who owns the data?
- What does it cost?
- Does it know where each handyman is?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Requests sit in several inboxes
- Van stock is not counted
- Hours and parts are not billed in full
- Landlord accounts need one statement
- Follow-up visits are not tracked
Prefer to talk it through? See the handyman and home repair services page.