Handyman CRM that follows up on every lead
Stop letting the honey-do list fall through the cracks
Handyman CRM for a handyman business holds quotes, follow-up and missed-call text back. Handymen use it for the jobs that already fill the week. Someone posts that they need a door hung or a faucet swapped, and ten neighbors reply. A fast, friendly message often. The CRM is free to start. Text-back comes with Ascended, $449 a month.
Puffly is a free CRM for handymen who juggle dozens of small jobs, and want the repeat customers to keep calling them first.
Where handyman business leads come from
Nextdoor and Facebook groups
Someone posts that they need a door hung or a faucet swapped, and ten neighbors reply. A fast, friendly message often wins it.
Repeat customers with a growing list
A homeowner who trusts you keeps a running list of little jobs and calls you when it gets long enough.
Realtors and landlords
Before a listing or between tenants, they need a punch list handled quickly by someone reliable.
Google searches for small repairs
Most bigger contractors will not take a job to hang a shelf and patch drywall, so people search for someone who will.
What slow follow up costs a handyman business
Small jobs are quick to book and quick to lose. A homeowner who sends photos of a broken fence gate and hears nothing for a day will ask someone else. A customer with a list of five things will start doing them on their own weekend if you do not name a day.
Handyman CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way a handyman business could lay it out.
- Request inA text, call or form with a short description of what needs fixing.
- Photos or visitYou asked for pictures or planned a quick look so the price is fair.
- Price givenA number is with the customer, whether it is a flat rate or an hourly estimate.
- BookedA day and window are set, and any materials are on your list.
- Done and paidWork complete, payment received, and a note of what else they mentioned for next time.
Follow up moments worth a reminder
Customer sent photos of a rotted deck board and never confirmed a day
"Hi Ellen, I looked at your photos and can fix that board Thursday morning. Should I plan on it? Happy to look at the railing while I'm there."
A realtor asked for a pre-listing punch list
"Thanks, Tara. Send me the address and I'll walk it Monday. You'll have a price and a finish date by that evening."
A regular mentioned three small jobs last visit and never scheduled them
"Hi Walt, you mentioned the closet door, the gutter and the outlet cover last time. I have a Wednesday opening if you want to knock them out in one trip."
Puff, your AI teammate, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.
The shape of the year
Spring and fall are steady with exterior repairs and home prep, and the weeks before the holidays bring a burst of hanging, assembly and fixing. Use slower stretches to text customers about their unfinished lists and to reach out to realtors before their busy listing months.
Missed calls and after-hours calls
Handyman work misses calls because the person who would answer is already with a customer. Someone posts that they need a door hung or a faucet swapped. The next caller rarely leaves a voicemail they trust. They phone another handyman business and book whoever picks up.
Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.
Spring and fall are steady with exterior repairs and home prep, and the weeks. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many handymen use both.
Handyman lead follow-up, step by step
Handyman lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.
- Request inCapture it the day it arrives. A text, call or form with a short description of what needs fixing. A handyman lead that stays in a private text is the one that goes cold by Thursday.
- Photos or visitSend the number with the day you will check back. You asked for pictures or planned a quick look so the price is fair. Put that check on the handyman deal so it does not depend on memory.
- Price givenWhen they say yes, book the date and write what you promised. A number is with the customer, whether it is a flat rate or an. The customer should see the same facts you do.
- BookedDo the work, then say what happens next in one message. A day and window are set, and any materials are on your list. A short update prevents the call that asks if you forgot them.
- Done and paidAfter the job, ask for the review or the next visit while it is fresh. Work complete, payment received, and a note of what else they mentioned for next. Then close the loop on the record.
If a handyman business step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.
Jobs, seasons and objections for a handyman business
Treat each source as its own next step. A handyman week usually mixes Nextdoor and Facebook groups, Repeat customers with a growing list, Realtors and landlords, Google searches for small repairs. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. Someone posts that they need a door hung or a faucet swapped, and ten neighbors reply. A fast, friendly message often wins. A homeowner who trusts you keeps a running list of little jobs and calls you when it gets. The point of the list is that those two do not get the same follow-up.
The deals that stall sound ordinary. Customer sent photos of a rotted deck board and never confirmed a day A useful reply names the job: "Hi Ellen, I looked at your photos and can fix that board Thursday morning. Should I plan on. A realtor asked for a pre-listing punch list "Thanks, Tara. Send me the address and I'll walk it Monday. You'll have a price and. Save those as tasks on the record. A busy afternoon should not be what erases them.
Handyman CRM FAQ
My jobs are small. Is a CRM overkill?
Not if you run more than a handful of customers. Puffly keeps each request, price and follow up in one place, so you spend less time scrolling through texts.
Can I send a price to a customer from Puffly?
Yes. Puffly has quotes, so you can send a price and track the deal. Puff will draft a follow up when a customer goes quiet, and you approve it before it sends.
Can customers send requests through a link?
Yes. The branded lead form can be shared as a link or embedded on a page, so customers can describe the job, and new requests land in your pipeline.
Puffly for related trades
Puffly in Houston
Puff Voice answers the calls Houston handymen miss. The city page is the same trade, written for Houston.
Guides
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
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