• Creating payments from your mobile device

  Creating a payment from a mobile device using the Handy app is very simple. On the client's details, you'll find the option for Payment. After clicking it, you'll see the client's outstanding balance at that time. The next step would be to select the payment method and record how much the client is being charged. FollPopular

• How to fill in client data

  Code: Every customer in Handy must have a unique code. You can use any code you like, whether it’s from your ERP system or a new one you create. Examples: CL0001, MTY005. Codes can include letters and numbers. This field is mandatory. Description: The name of your customer as you want your sales team to see it. This field is required. Address, City, Zip Code, Neighborhood: Full address information, used to sSome readers

• Zones and categories

  Zones Zones are a crucial component of Handy's operation. That is why they need to be set up concretely and objectively. A zone can be either a geographic space or simply a grouping tool. They allow you to classify clients and generate filters for information analysis. Zones are designed to separate clients, who will eventually be assigned to specific users. To assign a zone, it's important to understand what you wish to see or determine. What's the purpose of the zone? To separate aSome readers

• Download client list to Excel

  To download a list of your clients as an Excel file, go to the web portal, and on the Main menu, click on Clients: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-16-at-12541136xgn1.png =214xauto) Then, click on Download, which will download an Excel file to your device with a list of your clients. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-16-at-125841g6dadf.png =800xauto)Some readers

• Creating clients in bulk from the web portal

  Having your client's important information registered in Handy is important for your sales process, as it can be used for creating visits, sales, etc. There are two ways to load clients in Handy: either or in using an Excel template. This article will go over how to load clients in bulk. Creating clients in bulk from the web portal In the web portal, go to the Main menu and click on Clients. In this screen, you'll see your currentFew readers

• Update the client's location

  If the client has been marked with an incorrect location, there are a few ways it can be updated. One of them is to do it from the mobile app while being in the right location, as long as the settings on the web portal allow for it. Here's a step-by-step on how to do this: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-29-at-104354eodab.png =497xauto) (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshoFew readers

• Creating clients individually from the web portal

  It's important for Handy's sales processes that you register your clients and their information. This information is used to plan visits, register sales, and many other processes. There are two ways to create clients in Handy: or in using a template This article will show you how to create clients individually.Few readers

• Block editing and relocation permissions of clients for delivery users

  What does this setting do? This setting stops Delivery users from: Editing client information (name, phone number, etc.) Change the client's location on the map This feature is useful if you want your delivery users to be able to view clients without allowing them to modify their information or accidentally move them. WFew readers

• Creating payments in the web portal

  There are two ways to create a charge for a client in Handy: in the or through the . This article will go over the process using the web portal. Web portal Go to the Main menu and click on Reports and goals, then select Collection report: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-16Few readers

• Assign a client to a mobile user

  To assign a client, the first thing you need to do is to register them in your client database. We recommend that you read this article on how to register clients in the web portal: Creating clients individually from the web portal. Once you've added your clients to your database, you'll notice that Zones have been created. These can represent geographical areas or simply serve as a grouping toolFew readers

• Client balance

  To see the client's balance details, click on the client and select the Balance tab: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11-04-at-125148svq95.png =856xauto) You'll also see who made each movement, what type of movement it was, when it was made, and other relevant information: (https://storage.crisp.chat/uFew readers

• Filter clients by zone

  In Handy, we know it's important for you to have control over how your clients are organized, which is why we implemented assigning a different color to each zone, making them easier to visualize in the map. To assign each zone a color, go to Zones in the Main menu. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-17-at-12264cr0x75.png =209xauto) Then, to assign each zone a color, click on the zone you want to edit: (https://storage.Few readers

• Disable or edit clients

  If a client gets disabled, they won't be able to have visits or sales programmed or registered. Disabled clients will not be visible to users in the mobile app. IMPORTANT: As clients are not deleted, they will still be visible for history reports. There are two ways to disable clients: either or in . Individually Select Clients in the main menu: (https://storageFew readers

• Convert leads into clients

  The concept of "leads" is used to differentiate clients created by salespeople in the mobile app. This helps us distinguish between "official" clients and possible clients or "leads" identified by sales users. You can change the client's status from the web portal or in the mobile app. In the web portal In the Clients screen, identify the lead and click on Edit. There, you can specify whether or not the client is a lead. Don't forget to click Save to apply any changes made. !Few readers