Can I add property-manager notes?

Yes. You can store access instructions, tenant contacts, approval notes, and preferred communication details against the customer or job.

Can I contact customers from the CRM?

Yes. Sophiie lets you call, text, or email customers from the dashboard while keeping the communication history together.

Does the CRM update from calls automatically?

Yes. As Sophiie handles calls and messages, summaries and customer details can populate the relevant timeline.

Handyman Services

Handyman CRM

Handyman customers come back when you remember the property, the last repair, the gate code, and the preferred contact. Sophiie keeps those details in one timeline instead of scattered across calls and texts.

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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

Complete customer profiles

Store names, numbers, emails, addresses, notes, preferred channels, job history, and upcoming appointments in one customer record.

Australian tradesperson leaning against a ute answering a phone call on site

Communication timeline

Calls, call summaries, transcripts, texts, emails, webform leads, and notes can be visible in the same history.

Australian tradesperson sitting in a ute taking a phone call

Property and access notes

Gate codes, tenant contacts, parking, pets, key pickup, preferred times, and repeat maintenance notes stay attached to the customer.

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

Follow-up reminders

Set reminders for quote follow-up, repeat maintenance, post-job check-ins, payment questions, or property-manager approvals.

Australian tradesperson in hi-vis taking a phone call beside a brick wall

Contact from the dashboard

Call, email, or text customers directly from Sophiie so the next interaction is logged with the rest of the history.

Smiling Australian tradesperson speaking on a phone while fitting a sliding window

How it works

Set up Sophiie once, then let the work flow

Import or create customer records
Start with existing customers or let Sophiie create new profiles as calls, forms, emails, texts, and chats come in.
Capture job and property detail
Add notes, photos, access instructions, job status, scheduled times, quote details, and invoice context as work progresses.
Use reminders to stay close
Schedule follow-ups for approvals, recurring work, review requests, callbacks, and overdue invoices.
Keep the timeline current
Every interaction adds context, making repeat jobs faster to understand and easier to service.

A handyman CRM should remember the property

For handyman work, the relationship is often tied to a property as much as a person. The same landlord might have three rentals. The same homeowner might call every few months. The same strata contact might need proof, photos, or approvals.

Sophiie's CRM keeps those details together so repeat work does not start from zero every time the phone rings.

More useful than a contact list

A simple contact list tells you who called. A useful handyman CRM tells you what happened last time, what was promised, what photos were sent, what access instructions matter, and what follow-up is due.

That context helps when a customer asks, 'Can you come back and fix the same door?' or a property manager wants the invoice resent with photos.