Question 1

Why one job instead of separate bookings per task?

Accepted Answer

Because that is how the visit is sold and billed. Splitting a Saturday morning into six bookings makes the estimate incoherent and loses the small tasks; a task list keeps the whole visit priceable and finishable.

Question 2

What happens to tasks that were not finished?

Accepted Answer

They stay on the job and go to a return visit, so the third shelf is not quietly dropped between the invoice and the next phone call.

Question 3

Does it handle estimates before the work?

Accepted Answer

Yes — an estimate visit is a normal booking, the task list and photos come back with it, and the estimate is built from the same job the work will be done under.

Question 4

Is the handyman software really free?

Accepted Answer

Core is $0 forever for CRM, customers and jobs, a basic pipeline, basic booking and calendar, and one production employee. Business phone and AI Receptionist start with Copper; Smart Dispatch and technician workflows are paid-tier capabilities.

Question 5

How do I handle job scheduling across multiple crew members?

Accepted Answer

The dispatch board assigns a job to the technician whose skills match the tasks on the list, and adds a second technician to the same job rather than creating a separate booking when a task needs two people. A carpenter can be scheduled for the shelves while an electrician handles the ceiling fan, both against the same visit. If one crew member is delayed, the office can see the whole day's assignments and move a later stop without losing track of who was meant to be where. The schedule reflects the crew's actual skills instead of assuming one generalist can do every task on every list.

Question 6

Can I track equipment and materials used on a job?

Accepted Answer

Yes — equipment and materials are logged against the specific task on the job, not just against the invoice line. A ladder height needed for a fixture, a stud finder reading for a heavy shelf, or a tool borrowed for one unusual repair stays on record for that address. When the same property calls again, the technician sent out can see what the last visit actually required before arriving, rather than re-discovering it on site. That history builds up over repeat visits into a shorthand for what a given address normally needs.

Question 7

How does dispatch handle a route with both quick jobs and long multi-task visits?

Accepted Answer

Each stop on the route keeps its own task list rather than showing as a single flat appointment, so a technician can see before leaving the shop which stops are a short single-task call and which are a long punch list. Rescheduling one stop for weather, a late part or a customer request does not disturb the rest of the day, because the route is built job by job rather than as one continuous block. A dispatcher can also insert a return visit into an existing route instead of scheduling it as a separate trip across town. This keeps the day efficient even when the jobs on it are very different sizes.

Question 8

Does the schedule treat fixed-price and hourly jobs differently?

Accepted Answer

Yes. A TV mounting or furniture assembly job can be booked as a fixed time block because the scope is known before the crew leaves, while a punch list of unrelated small repairs is scheduled with an open-ended block because nobody knows what is behind the wall until the drywall patch is open. That difference is set when the job is booked, so the calendar is not treating every visit as the same fixed length. It keeps fixed-price stops able to run back-to-back without one hourly job's overrun pushing every later appointment late.

Step	What the dispatcher sees	What the technician sees
1Call	A new request with the caller, the reason and property notes, task list, photos and estimates and past repairs, plus the call transcript.	Nothing yet — the request is not assigned to a technician until it is booked.
2Record	The customer record: job & materials records, notes and the job history.	The same record, before the visit — what was done last time and what the caller said.
3Job	The job on the calendar — estimate visits, small jobs, multi-task appointments and return visits.	Assigned to a technician dispatched to the property, with the address, the reason and the arrival window.
4Invoice	The invoice and payment link on the same job, with the Payments department from Copper.	Marks the job complete; the invoice goes out from the same record.

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