Payments, online booking and the client portal — in one place.

What is included?

• Payments — payments that process inside Handled (Stripe Connect), so the invoice and the money are in the same place.
• Online booking — clients book a job online, and the booking lands straight in the schedule.
• Client portal — clients see their jobs, approve quotes and pay invoices, without calling the office.
• QuickBooks sync — invoices, customers and payments sync with QuickBooks, so the books match the work.
• Built-in accounting — Handled counts the money itself: how much went to parts, how much to sales tax, how much to the technician, how much to the owner. Charts show each technician's average ticket and number of jobs, so the numbers are visible without a separate bookkeeping tool.
• Reserve with Google — customers book your service straight from Google Search and Maps. Read more on the Reserve with Google page.

These are the table stakes of a modern CRM — and Handled states them plainly as such. QuickBooks sync, payments, online booking and portals exist at the competitors too; they are parity, not the reason to choose Handled. The reason to choose Handled is Max: the agent, the voice control, the diagnostics and the client card that grows itself.

One system, no extra tools

A small shop does not need five subscriptions that half-talk to each other — a payment tool, a booking tool, a portal, an accounting sync, and a CRM on top. Handled puts them in one place, run by the same agent that books the job and writes the invoice. The job, the payment and the books agree, because they were never in separate systems.

See also: Reserve with Google · Max agent · Roadmap · Pricing · FAQ