• How 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/-/b/7/0/7/b707d76fb820b000/ac02e4c3-c204-47f9-87aa-9c2Popular

• How many megabytes (MB) does Handy use?

  Data usage varies depending on how you use your device. If you use Handy for logging visits, creating orders, managing inventory, or filling out forms, it will use roughly 1–2 MB per day. If you take a lot of photos, use Google Maps services, etc., the data usage may increase. Handy is designed to use as few resources as possible. Most of our clients use a 500 MB plan, which is more than enough for their needs.Some readers

• Date ranges in app activity

  In the mobile app's Activity screen, you can choose to see the Timeline, Dashboard, and Sales/Product goals. These screens show relevant information about the user's activity and the company's operations. These screens default to showing information on the current day, but you have the option to move back and forth to see the previous and following days: YSome readers

• Why don’t the photos I took with my phone as evidence appear on the web portal?

  The photos you took don't appear in the web portal yet because, to conserve battery, they will be synced when your mobile device is connected to a power source. This is to help you reduce your device's battery consumption, as photos can be heavy.Few readers

• Importing assets

  This feature allows you to add assets in bulk using an Excel template, which will save you some time. To import your assets to Handy, go to Assets in the Main menu: Now, click on + Add new, then on Create or edit with Excel template: ![](https://storage.crisp.chat/users/helpdesk/website/-/4/e/d/7/4ed706f84a1cd000/3862731e-d252-4085-b5b8-60b32b_5totpw.Few readers

• Why was my Handy session closed on my mobile device?

  There are a few reasons why your session closed on your mobile device: If your mobile device has not connected to the Handy app for 5 days (either it was turned off, or had no internet connection, etc), your session will close automatically. If this is the case, contact your company administrator so they can re-enable your user from the web portal. If your company has overdue payments, web user sessions will be closed first, followed by mobile user sessions after a short period. This willFew readers

• Privacy

  This is the most important information you need to know before starting to upload any data to Handy: 🔒 When using Handy, you are the owner of your data. We only use your information to provide support, if needed. 👤 Through different user roles, you can define the level of access your team has to information. Only users with an administrator role can download the client database. ⚔️ We do *not sell or share your information witFew readers

• Why isn't the Handy app available for iOS?

  Handy was available for iOS from 2016 until November 2018. However, we decided to remove it because of the following reasons: External reasons: Android's technical potential is significantly superior, partly due to the restrictions iOS imposes on apps. The segment of the labor market that depends on Android devices has been growing over the years, especially in countries where the Handy app is widely used. Internal reasons: Having only one mobile app allows us to focus more on it, providFew readers

• Google Chrome and Handy (recommended)

  For Handy's features to work their best, we recommend using Google Chrome. We recommend Google Chrome over other browsers, like: Internet Explorer (any version) Mozilla Firefox (any version) Safari Opera Send us a message in the chat if you have any questions!Few readers

• 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 rFew readers

• Print tickets from the web portal (Text2Barcode)

  Handy allows you to print orders, deliveries, and collections in a ticket format from the web portal. 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 and rFew readers

• I can't see the information of the Handy app in the web portal

  This can happen if your mobile device has a poor internet connection. However, if the device gets a better connection and your operations are still marked as "Pending to be sent", you'll have to sync Handy manually. Here are the steps on how to manually sync Handy: Syncing the mobile app The Handy app attempts to send the information it registers to the web portal the moment it's received. If for any reason it can't beFew readers

• Preparing devices to start using Handy

  NOTE: This guide is designed for Android devices Once you have the devices you'll use to implement Handy, follow this guide: Verify the device's time and date are correct Create a Google account This is required by new Android devices. The device will ask you to create a Google account, which you can verify with the salesperson's email or the company's email. Make sure not to use the same account for more than 10 devices, or Google will block the account. We recommend having aFew readers

• Erase 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 Delete test data, as well as a red button to Delete company data. ![](https://storage.crisp.chat/users/helpdesk/website/-/3/6/b/c/36bc61c297a6ba00/53e161b7-b8be-4dccFew readers

• Mobile app features that require an internet connection

  Get to know which of Handy's features require an internet connection and which don't. Handy is designed to work well under harsh conditions, and to accommodate: Little to no internet connection Minimal data usage Minimal battery usage Handy can definitely work without an internet connection, as its most fundamental features work without a connection. However, some features benefit from having a connection to the internet. Here's a list of those features that REQUIRE a connection tFew readers

• Implementation guide

  In Handy, we know that the hardest part of implementing a new system is ensuring people fully understand it and use it correctly. That's why we've created this implementation guide that will take you step by step through the simplest way to implement Handy, so you can learn everything Handy can do for your company. We'll divide the process into two: preparation and operation Preparation Define client zones and categories. ([Details](https://help.gohandy.us/en-us/article/zones-and-categFew readers

• 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.gohandy.us/en-us/article/erase-Few readers

• What's the difference between the free trial and the paid plan?

  Functionally, there's no difference. The free trial allows you to use Handy with as many mobile users as you need for 15 days (web users are unlimited). In the paid plan, you decide how many users you use. Both plans have the same features and business benefits. Send us a message in the chat if you have any questions!Few readers

• Delete cookies

  If you're having problems logging in, like this: Let us help you fix it! Google Chrome: Type in the following URL in Chrome: chrome://settings/content/all Search for handy.us Click on the trash icon ![](https://storage.crisp.chat/users/helpdesk/website/-/7/d/7/8/7d7821633e857c0/5ae79bae-ac9b-47ad-9cc1-335e30_1b579t5.png =761xauFew readers

• Multi-company accounts

  Only company administrators can access this setting. To manage different warehouses or distribution centers, you can create a multi-company account, which will allow you to switch between accounts without the need to create a new one with a different email address. You'll just need to follow these steps: To create a secondary account associated with the main account, click on your name in the upper right corner and click on Create associated account: ![](https://storage.crisp.chat/usFew readers

• Are the photos I take saved in the device's internal memory?

  Yes, but they're backed up in the cloud. Photos taken using the Handy app are saved in a special section that is accessible only to Handy. This prevents users from submitting duplicate photos as proof of visits, requiring them to take the proof pictures directly within the app. Handy manages this storage automatically. If the system receives too many photos, they're automatically uploaded to the cloud to avoid saturating your device's storage. You can take as many photos as you want withoutFew readers

• Virtual printer

  With Handy, you can print digital tickets, where you can see them as an image on your device, instead of using a physical printer. This will help avoid wasting paper by being able to see tickets before printing them. Here's how to do it: Click on the option "Virtual printer" when selecting which printer to use: Now you'll be able to choose a virtual prFew readers

• Syncing the mobile app

  Syncing helps us send information from the mobile app to the web portal and vice versa, helping us keep the two connected. TIP: We don't recommend syncing too often, as it may drain your device's battery. Syncing is very easy. Go to Profile in the bottom left corner of your screen: There, click on Sync: ![](https://storage.crisp.chat/users/helpdesk/weFew readers

• What is Handy's Service Level Agreement (SLA)?

  Handy's Service Level Agreement is 99.9% uptime, which implies a potential average service interruption (which does not occur every day) of 00:05:46. It’s important to understand that the Handy app can continue to operate even when the service is NOT available, as it is designed to work offline. The SLA applies only to access to the web portal. Click here to see the service status.Few readers

• Change history (logs)

  Here, you'll be able to find a full list of your users' activity updates. This log will help you stay on top of any changes made by users. Changes to profiles (Clients, products, users) Every time a change is made to profiles (clients, products, users), our system keeps track of important details such as who made the change and when the change was made. You can easily take a look at the last changes made by looking at the client, product, or user details: ![](https://storage.crisp.chat/useFew readers

• Installing Handy and logging in

  Installing the Handy App on your mobile device: Logging in Once the user’s Handy account is created, they will receive an email with their username and password to log in to the Handy app. After opening the app, they'll need to enter their username and password, then click on Start. When logging in, the user's data syncs with the web portal, which is why the mobile device needs a stable internet connection to log in. SenFew readers

• Importing templates

  To import a template, please follow these steps: In this article, we'll use the template to import products as an example; however, all templates follow fairly similar steps. First, download the template: Then, carefully read the specifications each template has, and make sure which fields are mandatory. For example, the template used to import products: ![Few readers

• Best practices for conducting a pilot test

  Implementing a new system in your operation is always a challenge. We recommend starting small, making the necessary adjustments, and then applying changes to the team. We recommend starting with a pilot test with two users. Having two users creates a sense of competition and gives you two different opinions and experiences. Our advice is: Choose your two best users. Choose your youngest users who are most familiar with using new technology. Run the pilot test for two weeks, so you hFew readers

• Device requirements

  Usually, we recommend that you first try out your device before starting to use Handy, so you can get a general sense of how the device works and how to use it. We hope these recommendations help you make a more informed decision on which device might work best for you when using Handy: 🤖 Android version Any Android device running Android version 8 (Oreo) or later will be compatible with Handy. Older Android versions will not allow you to install the Handy app. Version 8 is old (2017),Few readers

• Push notifications for file exports in Handy

  What are push notifications? Push notifications are announcements sent by the browser directly to your device's operating system (like Windows or macOS), so the device receives a notification even when the user is not currently viewing Handy on their browser. These notifications appear like any other notification and can include sound or can be clicked to perform certain actions. Now, Handy will send a push notification when a file is ready to be downloaded, even if you're working on anotFew readers

• I can't see new information on the mobile app

  This can happen if any movements were made when the mobile device didn't have a good internet connection. However, if you now have a good internet connection and information still appears as "Pending", what you can do is to sync the Handy app manually. In this article, you can find the steps to sync the Handy app: Syncing the mobile app The Handy app usually tries to send information to the web portal as soon as it's cFew readers

• Where do I enter my payment information?

  To register your payment information, just click on the Subscribe button at the top right of your screen: Here, you'll enter your card information, and your subscription will be activated. Your card will be charged at the enFew readers

• How to know if the web portal is receiving data from my device

  The Handy mobile app and the web portal automatically synchronize every 3 hours, or whenever they need to exchange information on visits, clients, deliveries, inventory, etc. This requires both of them to have a good and stable internet connection. In the Handy app, it's easy to know if you have a good internet connection that the app can use to connect with the web portal and keep both parts in sync. To verify that both apps are communicating correctly, open the app and click on Profile. ThFew readers

• How do returns work?

  💡 What types or returns are there, and how do they work? Returns for exchange: This is when one product is exchanged for another of the same value, trying not to ‘owe’ the client. It is used when the client has losses or no longer needs the original product. Returns only: In this case, the client returns a product and receives a full refund without needing to buy another product in exchange. Return request: As long as the sales user doesn't have an open sales route, they can submit retFew readers

• Asset management

  Some companies lend out their assets to their clients, like fridges, displays, etc. You can manage these assets and measure their productivity. Start by registering your assets by going into the Main menu: Asset models First, you need to register your asset's model: ![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/0/e/b70e22cfeb80b000/02460d9Few readers

• 4 tips to start you Handy trial

  We usually get asked where to start when using Handy. Here are 4 tips we give to everyone who's just starting!sta solución para ti. 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 mastering oneFew readers

• Device tests before using Handy

  Handy is compatible with any Android device, but you'll need to run some tests to ensure all the device's features work well with the Handy app. To do this, we'll need to log in to the Handy app and to the web portal as the company administrator to see the movements made by the mobile user. Network: We don't recommend using Handy on devices with network access below 4 G. Even though Handy can function without connection to the internet, it still needs to sync with the web portal, and hFew readers

• View exact time and date

  By default, Handy will show you rounded-up times and dates, but not the exact values: You can change this to that Handy shows you excat time and date. Go to Settings > General, then click on the following setting: Once you'vFew readers

• What can I do if the Handy app reports an error and closes

  If the app reports an error and closes, please click on Report, then click on Send so that the error is sent to our support team and we can help you resolve it. Send us a message in the chat so we can help you.Few readers

• Suggested quantities in an order

  With this feature, during a visit, your sales users will know exactly which products and in which amounts they should offer to their clients, based on smart suggestions externally generated either manually or from other systems. 🛠 How does it work? The first step is to enable the option to Sync suggested orders to mobile app. This will allow that in the next step, when uploading a file, the information syncs automatically to the mobile devices. ![](https://storage.crisp.chat/users/Few readers

• Credit notes

  What are credit notes? A credit note is a document we use to adjust or reduce the total of a previously issued invoice. For example, it can be used if: There's an error on the invoice Merchandise is returned A discount or promotion is applied In other words, it works as proof that a client has a balance in their favor, which could be applied to future purchases or adjustments. You can find them in the main menu: ![](https://storage.crisp.chat/userFew readers