Help Center
Answers to common questions about estimates, proposals, account setup, and Thumbtack.
What is Handy Bro and who is it for?
Handy Bro is an iOS, Android, and web platform for contractors and handymen to create AI-assisted estimates, send professional proposals, issue invoices, and accept online payments from clients.
How do I sign up or log in?
You can sign in with Google, Apple, or email/password from the onboarding screen.
How do I set up my profile and company branding?
In Profile, you add your name, phone number, zip code, and company profile details like logo and company info.
How do I create a new project?
Create a project from the Home screen, then start an estimation for that project.
How do I create an estimation?
Describe the project, add photos or blueprints, answer questions, and Handy Bro will generate a detailed estimate.
What should I include in the project description?
Include scope, materials, measurements, Images, and any constraints so the AI can generate better questions and tasks.
Can I add photos, blueprints, or visual references?
Yes. You can upload camera photos, images from your library, or camera.
How does the AI question flow work?
The AI summarizes your project, generates detailed questions.
Can I edit the AI-generated tasks and estimates?
Yes. You can adjust tasks, labor hours, rates, materials, markup, and totals before sending a proposal.
How accurate are AI estimates?
AI estimates are suggestions only. Always review and verify with your professional judgment.
How do I add or import a client?
You can add clients manually or import from your device contacts.
How do I create and send a proposal?
From an estimate, generate a proposal and send it to your client by email, SMS, link, PDF.
Can I revise and resend a proposal?
Yes. You can revise and resend; clients will see the latest version number.
How long does a proposal link stay active?
Proposal links expire after 30 days.
Who can access the proposal link?
Anyone with the link can access it. The link is UUID-based and not guessable.
What happens when a client approves, rejects, or gives feedback?
You receive a push notification with their response. Make sure you enable push notifications in Settings.
Do you process payments for clients?
Yes. Handy Bro supports online client payments via Stripe Connect Express. After completing Stripe onboarding for your company, your clients can pay you directly from the public proposal or invoice page using a credit or debit card. Funds are paid out to your bank account by Stripe.
How do I accept online payments from my clients?
Open Company Profile -> Payments and complete Stripe Connect Express onboarding. Stripe will ask for your business, banking, and tax information. Onboarding is per Company, so if you operate multiple companies in Handy Bro, you onboard each one separately.
Are there fees for accepting payments?
Handy Bro charges a 0.5% platform fee on online proposal and invoice payments, absorbed by you (the contractor). In-person Tap to Pay has a 0% Handy Bro platform fee. Stripe also charges its standard processing fees, which are netted from your payout. Your customer pays only the amount on the proposal or invoice.
Can clients pay partially?
Yes. Clients can pay any amount up to the outstanding balance. The invoice status updates to 'partially paid' until the balance reaches zero, then flips to 'paid'.
Can clients pay on the proposal or only on the invoice?
Both. The proposal and its linked invoice share the same outstanding balance, so a payment made on either one updates the other automatically.
Who sends the payment receipt?
Handy Bro emails the customer a payment receipt automatically after a successful payment.
How do refunds work?
Refunds are issued by you from your Stripe dashboard. Handy Bro reflects the refund in the payment history once Stripe confirms it.
What is an invoice and how do I create one?
Once you've sent a proposal, you can generate an invoice from it. The invoice inherits the totals and online payment settings from the proposal so the outstanding balance stays in sync.
Does Handy Bro update the status automatically when a client pays?
Yes. When Stripe confirms a successful payment, Handy Bro updates everything for you: the amount paid is added to the proposal and invoice, the invoice flips to 'partially paid' or 'paid' once it's fully covered, the proposal is auto-approved on the first payment (only if the client hasn't already responded), the project status moves forward, and you receive a push notification. Refunds issued from the Stripe dashboard sync back the same way.
Does Handy Bro send payment reminders to my clients?
Yes. When you enable online payments on a proposal and set a due date, Handy Bro emails your client automatic reminders. By default we send a reminder 3 days before and 1 day before the due date — you can toggle these off or add custom 'after-due' reminders with a maximum repeat count. Reminders stop once the balance is paid, the proposal is rejected or expired, or the client uses the unsubscribe link in the email. You only receive reminders if Stripe Connect onboarding is complete and the proposal has the client's email on file.
Is there offline mode?
No. An internet connection is required for AI features and data access.
What should I do if Thumbtack authentication failed?
Thumbtack authorization was not completed or access was revoked. Go to Handy Bro > Tools > Integrations > Thumbtack, disconnect the integration if needed, then tap Connect and complete the authorization process again.
Why are Thumbtack leads not appearing in Handy Bro?
The integration is disconnected, the lead has not been delivered yet, or the connected Thumbtack account is not the expected business account. Confirm that Thumbtack shows as Connected in Handy Bro, verify the correct Thumbtack business account is linked, and reconnect the integration if the issue continues.
What should I do if business phone registration failed?
The phone number is invalid, already associated with another setup, or could not be verified. Confirm the business phone number is correct and able to receive calls or messages, then try the registration again. If the issue continues, contact Handy Bro support.
Why am I not receiving new Thumbtack leads after the connection completed?
The Thumbtack connection is active, but no eligible new lead has been sent since the connection was established. Confirm the integration status is Connected and test again with a new Thumbtack lead.
How do I delete a project or client?
You can delete projects and clients from their respective lists inside the app.
How do I contact support?
Email us at contact@handybro.app.