• Require administrators to change their password every 90 days

  You can enable it by going to Settings General (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-29-at-104321k1qs0a.png =792xauto) After enabling this setting, all current passwords will be valid for 90 days, and after they pass, Handy will ask users to change their passwords. As long as this setting sPopular

• Clients created from the device are mobile clients

  When enabling this option, each new client that is registered from the mobile app will be labeled as a Mobile client, meaning that you can log visits for the same client in different geographic locations. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-18-at-12254xymg1a.png =637xauto) Mobile client: it refers to a client that doesn't have a specific location or address where their visits are registered. You can register visits in thSome readers

• Force users to update to the latest version

  It's important for users to always have the latest update of the Handy app on their devices. This way, they will always have the most updated services and amenities that Handy has for its users. To make sure that users always have the latest version of the Handy app, you can set up the following Settings found on the General section: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-17-at-122851lvxm75.png =803x400) (https://storagSome readers

• How do I change to my company logo?

  To switch to your company's logo, go to settings on the left side of your screen: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-02-at-959211g5p2rt.png =232xauto) There, you'll see the Handy logo, with an icon at the bottom labeled Change logo: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-02-at-100931h0t1hf.png =840xauto) After clicking Change logo, you'll see the folloSome readers

• Orders increase the customer's balance in pre-sale

  Handy's collections module allows you to keep track of money movements in your company. Handy can track your customers' balances, keeping a record of the total amounts each customer owes. On the Clients screen, the Balance section will show you this information. This section can be found on the screen where you edit the client's information. (https://storage.criFew readers

• Device permissions for Handy

  1.- Permission to ignore battery optimization - this allows us to get precise information about the user's routes and gives you access to real-time information and location updates. 2.- Permission to get the device's IMEI: Handy links to the devices through their IMEI and their Google token, which we can obtain by enabling this permission. If any of these perFew readers

• Require two-step authentication for company administrators via email

  You can enable this by going to Settings General (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-29-at-10215caos1x.png =868xauto) When enabled for the first time, all administrator users with an active session will be asked to confirm their session via email. (https://storageFew readers

• Restrict presale orders

  If your company operates fully based on route sales, you can disable this setting to prevent salespeople from registering presale orders. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11-03-at-62237rjoswz.png =611xauto) If this setting is disabled and a user tries to create a presale order, they'll receive the following message: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11-03-at-617341Few readers

• Only show products with prices per client

  Even further, Handy lets you set it up so that, when creating an order, the user can only see the products for which the client has a special price set. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11-04-at-12332qx6ke4.png =625xauto) These prices can be seen in the product's Prices per client tab, when looking at the proFew readers

• Only show products included in the price list assigned to the client

  After you've created your price lists, you can enable the setting that restricts users to only adding products included in the client's assigned price list. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11-04-at-1236319o74o8.png =710xauto) To assign a price list to a cliFew readers

• Restrict order creation for prospects

  The concept of a prospect is used to differentiate between "official" clients created by salespeople in the app and possible "prospect" clients that salespeople find when completing their routes and on their day-to-day tasks. In the web portal, you can identify which clients are prospects when looking at your clients: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11-03-at-55319chrum0.png =749xauto) Or when looking at the client's detailsFew readers

• Presale orders reduce the company's inventory

  If you already have a company inventory loaded, you can enable a setting that allows for the orders placed by your users to modify this inventory. To enable this, go to your company Settings, then click Orders: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-17-at-12415ttuogg.png =608xauto) Don't forget to click Update. If you haven't registered a company inventory, you can set it up by clicking here: Load company inventory (https://Few readers

• Payments only allowed during active route

  ⚙️ Go to Settings Clients Permissions for mobile users in the app > there, you'll find the setting Payments only allowed during active route: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screeFew readers

• You can use fractional quantities for product orders

  This setting is designed for products that can be sold or delivered in fractional amounts, not necessarily as a whole. Your company can choose to use this setting based on the types of products you're selling. For other companies, this feature can prove to be very useful, as they sell products measured in pounds, ounces, or their fractionFew readers

• Restrict creation, editing, and deletion of charges to only when on visit

  📍 Just like other features in the Handy app, the location of charges can also be tracked. You can view this information in the User activity map and in the Timeline (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11-12-at-115351vwmwbo.png =845xauto) In this timelineFew readers

• Users can print quotes

  Handy can allow salespeople to print quotes as tickets. This allows you to give a better service to potential clients who don't buy on the first visit but are interested in analyzing your prices and later decide if they want to buy from you. You can print a ticket with your quote for them. Sales receipts and quote tickets look similar, but have a different title and subtitle: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11-10-at-107431Few readers