Using the Company Portal


OVERVIEW

Welcome to Handy! We look forward to working with you and hope that this is the start of a long, productive partnership. 

You have been signed on to our platform as an “Administrator,” which means that you have the ability to review and claim bookings, as well as update and review your payment information. 

Your branch will have one set of credentials (email address and password) and you can have multiple people at the branch logged in at the same time. 

You will have received an email from us confirming the existence of your account along with a link to the company portal (in case of error, please find the link to the company portal here). 

FIRST TIME LOGIN

Since this is your first time logging in to the company portal, you will have to set up your password. Click on the “Forgot password?” link to be redirected to the “Reset your password” page. Enter the email address associated with the company portal and click the green “Send Email” button.

You will receive an email shortly with instructions on how to set up a new password. When you do, open the email, scroll down, and click on the blue “Reset Password” button. This will open up a new page where you can input your preferred password. When you are done, click on the green “Save” button; you’re all set! 


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If you haven’t been automatically logged in to your Company Portal, enter the URL t the Company Portal again and your email address and new password. Your home page will look like this: 

You will probably have more items listed under Available Jobs (on the right) than we do currently, but let’s not worry about that for now. Let’s first ensure that you can get paid!

GETTING JOBS

There are two ways of getting jobs added to your schedule:

  1. InstantBook: InstantBook is our automated booking system that schedules you for jobs that match up to your days/hours of installation, services, and region. This allows you to get bookings without constantly monitoring the company portal. If you want to turn instant book on email lowespros@handy.com with your weekly hours of installation (i.e. Monday - Friday 7am - 7pm) that will repeat each week and we will add this availability to your profile. 

  2. Company Portal: From the list of “Available Jobs” on the right, select the one that you would like to work on. You can do this by clicking on the blue “Booking ID” link. You will be redirected to a new page that has more detailed information about the job. If you think this job is the right fit, then click the blue “Claim Job” button on the top right-hand side of the screen.


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RESCHEDULING/CANCELING JOBS

You can view all upcoming jobs by clicking on the link labeled “Upcoming” on the left hand side of the screen. All jobs are listed in chronological order and you can find out more info about the job by clicking on the relevant Booking ID. 

If for some reason your technician(s) cannot make the job, you can reschedule the job by clicking on the blue “Booking ID” link. You will be redirected to a new page that has more detailed information about the job. Click on the blue “Reschedule” button on the top right-hand side of the screen. A pop-up section will appear where you can reschedule the time and date of your job. 

You can also choose to cancel a job this way by clicking on the “I need to cancel this job” link at the bottom. We recommend only canceling a job with at least 48 hours notice.  

Whether you are canceling or rescheduling, you will receive an email from Handy confirming the change.

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RESEARCHING PAST JOBS

If for some reason you need to look back on previous completed work orders, you can do so by clicking on the link labeled “Past” on the left hand side of the screen. This will take you to all past jobs completed by the company. 

If you’d like to view more detailed info on a particular completed order, you can do so by clicking on the relevant order’s Booking ID.

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UPDATING BANK ACCOUNT INFO

To update your bank account information, click on the “Banking Info” link at the bottom of the page, on the left hand side. This will redirect you to another page: input all relevant information here and click “Add Bank Account” when ready.

If you cannot click on the “Add Bank Account” button, this is because you have not input all relevant fields. Please review your information and make extra sure that you have selected the correct option listing for the type of business entity you are. 

**To ensure that you get paid on time, PLEASE make sure that your Company name matches your tax forms. For more information on what specific tax documents, please check out this article written by our payment vendor.  

Once everything is ready to go and you’ve clicked on the “Add Bank Account” button, you should receive an email to verify the banking information has been updated. Once you confirm that email, you will be all set!

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