Question 1

Set up recurring patterns

Accepted Answer

In this article, we'll help you create and set up recurring patterns for your visits.

Here are some examples:

For a visit that happens every two weeks. 😎 Here's an example for Mondays, every two weeks

FREQ=WEEKLY;BYDAY=MO;INTERVAL=2;

You can change MO (Monday) to any other day of the week.

For a visit that happens once a month, on the first Monday of each month. 😎

FREQ=MONTHLY;INTERVAL=1;BYDAY=MO;BYSETPOS=1;

BYDAY indicates the day of the week, allowing you to change it to the first Monday, First Tuesday, First Thursday, and so on.

BYSTEPOS indicates the day's location at a specific time of the month. You can change it so that it's the second Monday, second Thursday, third Wednesday, etc.

**
Days of the week for recurring patterns:

MO = Monday
TU = Tuesday
WE = Wednesday
TH = Thursday
FR = Friday
SA = Saturday
SU = Sunday

You can click on the following link to generate formulas automatically:

https://www.textmagic.com/free-tools/rrule-generator

Remember, you can always reach out on the chat and we'll be happy to help you! 😎

Question 2

Why isn't the Handy app available for iOS?

Accepted Answer

Handy was available for iOS from 2016 until November 2018. However, we decided to remove it because of the following reasons:

External reasons:

Android's technical potential is significantly superior, partly due to the restrictions iOS imposes on apps.
The segment of the labor market that depends on Android devices has been growing over the years, especially in countries where the Handy app is widely used.

Internal reasons:

Having only one mobile app allows us to focus more on it, provide better service, and release new and better features more frequently.
Less than 5% of Handy’s mobile users used iOS devices. Having two separate apps took a lot of time and resources, while the iOS user base was too small.

Although we’re not ruling out bringing it back in the future, if market conditions remain the same as those that led us to make this decision, it’s unlikely that this will change.

Question 3

SAP Business One B1 Integration

Accepted Answer

Introduction

This document uses the word SAP to refer to SAP Business One.

Handy offers our clients an integration between SAP and Handy.

This integration synchronizes sales at Handy (presales) as sales quotations in SAP.

Additionally, it synchronizes clients, products, prices, and warehouse stock from SAP to Handy.

This document elaborates on the scope of this integration. If you're interested, please get in touch with us via chat to receive a quote for the service.

In some cases, the quote can be adjusted depending on your operation's structure and the number of distribution centers you'll integrate.

Pre-requisites

The integration uses SAP's Service Layer API (web services) to connect both systems securely and robustly. SAP supports SQL and HANA, starting from version 10.

Activate SAP's Service Layer and have your public URL on the internet. Both the activation and the URL can be obtained from the Extension Manager.
Have the user credentials: UserName, Password , and CompanyDB. You don't need to get an additional license. You also don't need one license for each Handy user, just one SAP license to synchronize the information. Later on, check out the option to synchronize orders. If you wish to synchronize them as Sales offer, you'll need a Professional license.
Provide the service URLs for the Handy test environment (QA environment).
The user must have access to the following: Currencies, Quotations, O

Question 4

Creating users

Accepted Answer

There are two ways to create users in Handy: either ${color}#0ba215or using a template to create them in ${color}#1071c6. This article will go over both options.

Individually

Q: Load inventory per user

To load inventory for a route sales user, go to Manage sales and delivery routes. ![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-24-at-10061_1iimuwz.png =351xauto) Then, select the option New Assignment&#32;→ New Route ![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-24-at-10194_ba8rtt.png =813xauto) After selecting New Route, you'll need to choose the user, products, and amounts, as well as how much money they'll be carrying, if any. Add the product name to be added to the user's inventory in the search bar, The next step would be to specify the amount available for sales. This screen is an example of how you will see the products assigned to the user: <img src="https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/captura-de-pantalla-2025-09-29_1sie122.png" alt="" /> Remember, if you have any questions, we’re available in the chat to help you! 😎

Go to the Users menu on the left side of your screen:

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-25-at-93357_qrqhwr.png =282xauto)

Now, click on ${color}[#2e46ff](+ Create), then on Add new to add a new user:

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-25-at-93635_dzglej.png =428xauto)

Handy will then show you the screen where you'll enter your user's information:

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-25-at-94134_14xs4wc.png =851xauto)

In bulk

You can also create users in bulk using a template. This will save you time and allow you to create many users at once.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-25-at-95104_1o66u2f.png =494xauto)

Click on the Create or edit with Excel template. You can upload this template with existing data to edit the users you already have or download an empty one to start from scratch.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60

Question 5

Load inventory per user

Accepted Answer

To load inventory for a route sales user, go to Manage sales and delivery routes.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-24-at-10061_1iimuwz.png =351xauto)

Then, select the option New Assignment → New Route

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-24-at-10194_ba8rtt.png =813xauto)

After selecting New Route, you'll need to choose the user, products, and amounts, as well as how much money they'll be carrying, if any.

Add the product name to be added to the user's inventory in the search bar, The next step would be to specify the amount available for sales.

This screen is an example of how you will see the products assigned to the user:

Remember, if you have any questions, we’re available in the chat to help you! 😎

Question 6

What can I do if the Handy app reports an error and closes

Accepted Answer

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-07-at-11181_xjy54z.png =448xauto)

If the app reports an error and closes, please click on Report, then click on Send so that the error is sent to our support team and we can help you resolve it.

Send us a message in the chat so we can help you :)

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