New Customer Onboarding Checklist for Handymen

Visuals help you spot hidden issues like water damage or non-standard hardware before you waste a trip to the hardware store.

Identify if the job requires a master plumber or electrician license so you can refer it out rather than risking a fine.

Ensures you have the right components for furniture assembly or faucet repairs without making multiple trips.

Tracking if a lead came from a neighbor or a local Facebook group helps you identify your most valuable referral chains.

Since you cannot answer while your hands are in drywall compound, an AI receptionist can gather job details and book the $75/hour consultation for you.

State your $75-$200 hourly range upfront so the customer isn't shocked when the final bill arrives.

Most handymen require a 2-hour minimum to cover fuel and travel time for small $100 jobs.

Clarify if you charge a 15-20% fee for picking up supplies like lumber, paint, or deck screws.

Explicitly state that 'while you're here' requests will be billed at the standard hourly rate to protect your schedule.

Ask the customer to clear furniture or breakables from the area to avoid accidental damage and save you billable time.

In tight residential areas, you need a guaranteed spot near the entrance to haul heavy tools and materials.

Warn the client about the noise from circular saws or drills to ensure a safe environment for their animals.

Avoid wasting 20 minutes of your morning waiting at a gate when you could be starting a window installation.

Physically show the customer the completed repair and ensure all sawdust or metal shavings have been vacuumed.

High-quality photos of deck repairs or painting jobs are your best marketing tools for future high-ticket leads.

Local social proof is the lifeblood of a handyman business; ask for the review while the customer is happiest with the result.

Turn a one-time $200 repair into a $1,000/year relationship by offering seasonal gutter cleaning or filter changes.