Handyman Services

Handyman CRM for small jobs, repeat clients, and notes

CRM for handyman teams handling many small jobs at once.

Learn more about Sophiie's job management software.

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Handyman fixing a property fixture on site during the day

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Task notes on the customer record

Keep the list of repairs, access instructions, materials, and photos-to-request with the customer profile.

Australian tradesperson crouching in a doorway on site using a smartphone

Repeat client history

See previous visits, notes, and preferences before booking another job for the same customer.

Australian tradesperson taking a phone call while crouched beside a glass door on site

Fast callbacks from one dashboard

Call, email, or text customers from Sophiie when arrival times, parts, or job scope changes.

Australian tradesperson in a hi-vis shirt on a phone call outside a brick house

Reminders for small follow-ups

Set prompts for missing photos, quote approval, parts pickup, and rebooking.

Australian tradesperson standing in a doorway reading a message on a phone

Call summaries when you are working

Sophiie can answer calls and save enquiry details while you are on a ladder, under a sink, or driving between jobs.

Australian tradesperson with a tool belt standing in a doorway taking a phone call

How it works

Set up Sophiie once, then let the work flow

Add your handyman services
Train Sophiie on common repair types, service areas, call handling preferences, and details needed before booking.
Capture all tasks in one place
Calls, texts, and emails are recorded with customer details, job notes, and follow-up needs.
Update the record as work changes
Add materials, photos, status updates, reminders, and job history as the visit moves forward.
Use history for the next visit
When a repeat customer calls, review past jobs and notes before confirming the next booking.

Why handyman businesses need more than a generic CRM

Handyman work is often a collection of small tasks: hinges, plaster patches, shelves, leaking taps, flat packs, touch-ups, and return visits. A customer may call with three jobs, add two more by text, then ask later what materials are needed before you arrive.

How Sophiie keeps the customer record useful

Sophiie keeps all tasks, notes, communication, and reminders on the same customer timeline. Your team can record task lists, access notes, photos requested, materials to bring, and customer preferences, track repeat customers and previous repairs before quoting another visit, and set reminders for callbacks, parts follow-up, arrival confirmations, and post-job messages.

Where Sophiie fits into admin for handyman businesses

For handyman businesses, Sophiie combines customer CRM, AI phone answering, text and email management, scheduling, job manager records, reminders, and business training around the way enquiries actually arrive. In that handyman workflow, the first conversation, the job context, and the next follow-up stay attached to the customer instead of being split between phones, inboxes, and notebooks.

Services & features