4 tips to start you Handy trial

1. Look into the app yourself. It's much easier to ask your sales team to perform a task you know well. Master how to record visits and create an order from the mobile app.
2. Work on mastering one process per day/week. Start by studying and mastering only the visit record before heading onto anything new. We recommend looking into a new process only until you've mastered the last one.
3. Assign someone to monitor the trial. This might be the most valuable tip. Ideally, this person would be you, but if you don't have time, ask someone on your team to keep an eye on Handy and how it's working for you. A Handyman!
4. Openly communicate with your team what you expect from this trial. Talk to them about what processes you're looking into, what's important to you, and how they'll be evaluated.

Whenever a new tool is introduced, it's normal to expect some resistance, and we've observed this with ours. Please contact us to help you solve any questions, and invite your team to use the chat in the app so they can solve their questions too.

Every day, we help hundreds of companies and dozens of salespeople, and even though we're not totally perfect, Handy is very stable and reliable. Most of the time, when we hear that "Handy isn't working", it's usually due to a lack of training on how to use the app.

Updated on: 09/29/2025