Handled FAQ — AI CRM for small service businesses.

Handled is an AI CRM for small service businesses, built for appliance repair first and then for every small service business in the US. Max, the AI agent inside Handled, takes orders, runs the schedule, writes invoices and talks to clients.

Right now, appliance repair — that is the trade Handled was built in. The parts inventory, the CRM and Max all grew out of real repair work. Other trades — HVAC, plumbing, electrical, cleaning — come next, as Handled grows into them.

Max takes orders, runs the schedule, writes invoices and talks to clients. It also controls van inventory, finds and drafts orders for parts, helps with diagnostics from real manuals, and grows the client card by itself.

No. Max has its own knowledge bases, built on real service manuals, and it keeps learning. It does not search the web for answers — it answers from what it knows, and marks every diagnostics answer confirmed or unconfirmed.

You speak, and the app does it — on any tab, with no chat and no typing. Book a job, check the schedule, find a part or write an invoice by voice.

Max is trained on real service manuals. Every answer is marked confirmed — from a manual, with exact numbers and a source — or unconfirmed — an idea to verify by measurement.

Yes. Photograph a part or a nameplate and Max recognises the part number, then searches stores for it with retail and wholesale prices.

Photograph the part or say what you need. Max searches stores with retail and wholesale prices and drafts the order — you approve it before anything is ordered.

Photograph a model number and Max adds the appliance to the client card. When a client calls, Max records the call and adds it. Jobs and invoices join the card when they close. No manual entry.

Yes — Handled syncs with QuickBooks, so invoices, customers and payments match the books. The Roadmap page shows the current status.

Three things no competitor was found to offer, checked 2026-11-11: voice control of the whole app, diagnostics from real manuals with confirmed/unconfirmed labels, and a client card that grows itself. Handled is also built for appliance repair first — the other tools are built for every trade at once.

The price is not decided yet. The first ~10 companies join a free pilot for ~2 weeks. The price will be announced when the Reserve with Google button works.

The pilot is the first step: the first ~10 companies use Handled free for ~2 weeks on real jobs, and help shape the product. See Pricing.

The Roadmap is the single source of truth for status.

Handled is iOS today (TestFlight). See the Roadmap for what is next.