Work In Progress
I'll preface by saying this may be just me / my experience and I'm missing something. If so and if I'm corrected I may update my score from the 3 tacos above so don't feel the need to tell me I've changed it if so.
I run a very small agency, just me, and I want to love this product. I've been using Stripe and GoCardless with InvoiceQuick and I want something to just tie the Customer Journey together and help me have a better view overall.
I though agency handy might be that and on first impression seems good:
Clean Layouts,
Easy Onboarding Questionaires for Orders,
Clear Customer Categorisation
However few big (smaller) things that are enough to question whether I should refund and get on with my life:
Can't Discount Initial/ Set Up Price - So do I have to create an entirely new product if I just want to waive the set up fee, seem so...
Can't add addons to Proposals - So I have to send multiple proposals for individual services a customer is getting (just a pain but not awful), and every single add on for a service. Plus I have to charge them the set up fee they would get if they purchased individually unless I do the above.
Service restriction by category - So much easier to allow specific groups of people to see services, instead it works on a "can't see services" basis, which is much more confusing to work with personally.
I want to love it, but it just doesn't seem ready, and it's not making my life easier.
Rashik_AgencyHandy
Apr 26, 2025Apologies for the troubles you've gone through. We are already working on the proposal feature. It'll be revamped completely hopefully within next month. I'll talk to the product team to what can we do about discounts in setup fee. Probably should be able to solve the issue.
About service restrictions, this was designed like this because A LOT of people asked for it like this. Honestly it was just users who wanted to restrict certain clients from certain services. Unsure that we can reverse it now.
If you need anything else, happy to have a more thorough chat as well