Handyman CRM Software for Customer Management
Last updated: Feb 2026
Handyman CRM software organizes customer details, job history, notes, estimates, and invoices in one place.
Repeat customers are the foundation of a profitable handyman business. Pocket Boss provides a simple CRM built specifically for local service contractors who want to track customer history, service notes, and billing — without enterprise complexity.
Best for:
- Solo handymen who rely on repeat customers
- Owner-operators who want job history at their fingertips
- Small crews (1-5) who need organized client records
Keep customer history organized. $19.99/mo for up to 3 users.
14-day free trial • No contracts • Cancel anytime
Track Customer History and Service Records
For every customer, you can store everything you need to deliver great service and follow up on repeat work.
Everything in one profile
No more searching through texts, emails, or sticky notes. Every customer detail lives in one searchable profile that you can pull up from your phone or desktop.
Manage Repeat Work and Maintenance
Stay proactive instead of reactive. See what each customer needs before they have to call you.
Past repairs
See every job you have completed for a customer. Know what was done, when, and how much it cost.
Upcoming maintenance
Track scheduled work and follow up before customers have to call you. Set reminders for follow-ups and repeat work so customers don't fall through the cracks.
Outstanding invoices
See which customers owe you money without digging through spreadsheets.
Open estimates
Follow up on estimates before they expire. Convert approved quotes to invoices with one click.
Built for Solo Handymen and Small Crews
Unlike complex enterprise CRM systems, Pocket Boss is not Salesforce or HubSpot. It is a simple customer management tool designed for service contractors who need to track job history, not run a sales department.
- Focuses on service history, not sales pipelines
- Links CRM directly to scheduling
- Connects invoices and estimates automatically
- Keeps the workflow simple — no training required
If you want a full overview of features, visit: Handyman Business Software
Key Takeaways
- Store customer details, job history, and notes in one profile
- Track repeat work and upcoming maintenance
- See outstanding invoices and open estimates per customer
- Search and find any client record instantly
- Connect CRM to scheduling and invoicing automatically
- Improve customer retention and repeat business
Looking for an all-in-one system? See our Handyman Business Software overview.
Frequently Asked Questions
Do handymen need CRM software?
Yes. CRM software improves customer retention, organizes service history, and helps track repeat business. For handymen who rely on word-of-mouth and returning clients, a simple CRM pays for itself by helping you stay on top of follow-ups and job history.
What does CRM mean in handyman software?
CRM stands for customer relationship management. In the context of handyman software, it stores customer contact information, property details, job history, estimates, invoices, and internal notes — all in one place so you never lose track of a client.
Build Stronger Customer Relationships
Track customers, view job history, connect scheduling and billing, and improve repeat business. Simple CRM for handymen who care about their clients.
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Pricing and features may change. All trademarks are property of their respective owners.