First steps

This article is a simple guide on the first steps you should follow to start using Handy.

We'll go over the web portal's basic settings, how to use the app, and other steps to follow to try out Handy's main features.

⚙️ Basic settings in the web portal

Before starting to use Handy, it's important to follow these steps first:

1. Create your company account

• Use a valid email; this will be used to access your company's main account.
• This main account will have the administrator role and will be able to create more accounts.

2. Create sales zones

• Set up zones according to your company's commercial structure.
• Zones will help you group clients geographically and assign them to their corresponding salespeople.

3. Create your client base

• You can create clients manually (one by one) or in bulk (using our downloadable Excel template).

4. Create your product base

• Just like your clients, products can be added manually or in bulk.

5. Create your users' accounts

• Create a user for each role: mobile users (salespeople), delivery people, supervisors, inventory managers, or administrators.
• Each user will be required to have their own email address.
• Here, each salesperson will be assigned a zone.

📲 Settings in the mobile app

1. Download the Handy Sales app

• In the Google Play Store, download Handy Sales.
• Download Handy and grant it all necessary permissions.

2. Log in

• Log in using the email address **and **password assigned when creating the user in the web portal.

🚀 Start trying out Handy

Once you've set up your account, you can start trying out Handy:

1. Program visits from the web portal.
2. Complete visits from the mobile app.
3. Create orders from the mobile app.
4. Review your salespeople's visits and orders from the web portal.
5. Verify each user's activity: routes, times, movements.
6. Verify programmed visits completion.

🔍 Other recommendations

You can also explore more features to make the most out of your Handy experience:

• Create forms in the web portal and complete them in the mobile app.
• Set up price lists per client.
• Customize visit results.
• Manage inventory, as well as sales and delivery routes.

Send us a message in the chat if you have any questions!

Updated on: 10/30/2025