• Create clients in the mobile app

  Mobile users can create new clients from their mobile device in the Handy app's main screen. 😊 Once you've clicked on the + sign, select "Create client" This will open a new screen where you'll add the new client's data and selPopular

• I can't find a client in the app

  If you can't find a client in the web portal or in the mobile app, the client might not exist, or they might be registered under a different name. If you're certain that the client exists and that you're searching for the right name, most likely they're not assigned to your zone. In this case, you can ask the administrator to assign the client to your zone or assign you to theirs. Another reason you're not seeing the client when wanting to schedule a visit might be that they haven't been propePopular

• Client map in the mobile app

  From the mobile app, aside from having a list of assigned clients, users can also view their clients as they are located on the map. The map is located in the menu bar: In the map, you can filter clients by operation: Clients (all clients) Programmed (clients with scheduled visits or deliveries) Completed (client with completed visits or deliveries) ![](Popular

• 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 individually or in bulk 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 current enabled clients. Click on + Add, thenSome 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

• Disable or edit clients

  ||| In Handy, clients are not deleted, but they can be disabled. 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 individually or in bulk. Individually Select Clients in the main menu: ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/Few 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. ![](httpFew readers

• Block editing and relocation permissions of clients for delivery users

  | Handy allows you to block editing and relocating clients' permissions for delivery users, giving you, as an administrator, more control over these movements. 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. WhFew readers

• Edit and delete payments

  To edit or delete a payment, you can use either the mobile app or the web portal. In this article, we'll show you how to do both. Please note that any changes you make to payments will automatically update the client's balance. From the web portal Please note that any changes you make to payments will automatically update Go to the Payments Report, apply the necessary filters to help you find the specific payment you want to edit or delete, then click on the payment's "View details": !Few readers

• Client balance

  To see the client's balance details, click on the client and select the Balance tab: || In this tab, you'll see all movements that affect the client's balance (orders, payments, manual adjustments, etc.). 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/userFew 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: Then, click on Download, which will download an Excel file to your device with a list of your clients. || NFew readers

• Creating payments in the web portal

  | This article provides a step-by-step guide on how to create a charge for a client. Important: Handy doesn't allow you to register a payment that's greater than the client's outstanding balance. This helps reduce mistakes regarding credit balances in favor of the client. There are two ways to create a charge for a client in Handy: in the App or through the Web portal. This article will go over the process using the web portal. Web portal Go to the Main menu and click on *Reports anFew 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 separaFew readers

• How to fill in client data

  | Below is a detailed explanation of each customer field in Handy. Code: Every client 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 client as you want your sales team to see it. This field is required. Address, City, Zip Code, Neighborhood: Full address information, used to guide the salesperFew readers

• Creating payments from your mobile device

  | There are two ways to create payments in Handy: either through the app as a mobile user or on the web portal. Here, we'll show you how to create payments using the app. Important: Handy doesn't allow you to register a payment that's greater than the client's outstanding balance. This helps reduce mistakes regarding credit balances in favor of the client. 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 *PaFew 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/-/d/5/5/c/d55c57cd2691a800/screenshFew 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. Then, to assign each zone a color, click on the zone you want to edit: ![](https://storage.crFew 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: individually or in bulk using a template. This article will show you how to create clients individually. || Important: Adding the zone is mandatory to create a client. We recommend that you have thoseFew readers

• When exceeding client credit limit

  | In Handy, we know that managing your client's credits is key for your operation to flow properly. This setting will help you avoid unnecessary obstacles when creating presales orders. 🔴 When this setting was off, when creating an order, the system validated the order with the client's available credit (meaning the total assigned credit, minus what was utilized). Depending on the company's settings, when exceeding this amount, the system could either: Allow the sale Show a warningFew readers