How long does Handy keep my information and photos?
At Handy, we want you to make the most out of the information that your sales team collects.
Most of your information is kept without a time limit, but there's some information that takes up a lot of storage space (like photos), which is why we only save them for a determined period of time that we believe to be enough for your needs.
These are our data retention policies:
😀 Transactional data that we keep forever (unless you decide to erase it (https://help.handy.la/en-us/article/erFew readersPrint tickets from the web portal (Text2Barcode)
First, you'll need to connect and set up your mobile printer to your computer, either by cable or via Bluetooth. Once your computer has recognized your printer, you can continue.
We'll use an external app called Text2Barcode, which will allow you to print the .handy file that is created for printing.
This app can be used on Windows, macOS, and Android devices.
Once it's installed aFew readers4 tips to start you Handy trial
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.
Work on mastFew readersHow to add a notification recipient
A notification is an email sent to let you know that something has been finalized, such as an order being placed, a delivery being completed, or a visit being concluded.
If you're interested in setting up who can receive these types of notifications, you need to go into the settings screen on Handy's web portal. You can find it on the bottom left part of your screen with a gear icon. ⚙️
(https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-17-at-1Few readersHow does tracking work?
Generally, Handy obtains location tracking information in three different ways:
When performing an activity (visit, delivery, form, etc.), it obtains the location of that activity and saves it as tracking information as well.
Through the web portal, it requests the live location in the Map tab of the user's profile
On the app's background processes, it saves the location at certain times
We'll explain the last two:
Live location
The way we request the app to send its locationFew readersWhere do I enter my payment information?
To register your payment information, just click on the button at the top right of your screen:
(https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-25-at-656241ffm80l.png =715xauto)
Here, you'll enter your card information, and your subscription will be activated.
Your card will be chargFew readersErase company data
If the company administrator wants to delete data in bulk—either to start over or to close the account—they can do so by following these steps:
1.- Log in to the web portal with their Administrator account:
2.- Go to Company Settings and click on My Company. On the bottom part, there's a yellow button offering the option to as well as a red button to .
(https://storage.crisp.chat/users/helpdesk/websFew readers
