Skip to main content
ShieldBook

ShieldBook for handyman and home services

Many small jobs, priced the same way every time.

A handyman's day is ten different jobs at five different houses. ShieldBook prices them from one price book, keeps the punch list on the job, and gets the invoice out before the truck leaves the driveway.

01A handyman and home services job in ShieldBook

Keystone Home Services: move-in punch list, 8 items.

One job from the first call to what comes next, on the screens it happens on. Keystone Home Services and everyone in it are invented for this page; the screens are ShieldBook's.

Choose a step of the Handyman and home services job

Step 01 of 6

The request

Sam just moved in and found Keystone online. Doors, outlet covers, a drywall patch and caulking: the office books one visit.

In ShieldBook
  • Marketing source on every inquiry
  • Visits with arrival windows and outcomes

Step 02 of 6

Priced from the book

Each item comes from the price book, so the punch list is priced the same way whoever builds it.

In ShieldBook
  • Price book
  • Estimates with options

Step 03 of 6

The day

Luis has five houses today. The job shows the lockbox note and the eight items on the list.

In ShieldBook
  • The technician's day on the phone

Step 04 of 6

Before and after

All eight items done in one visit, with photos before and after and one recommendation for next time.

In ShieldBook
  • Job photos
  • Jobs and job summaries

Step 05 of 6

Line by line

The invoice lists each item as priced, so there's nothing to explain at the door.

In ShieldBook
  • Invoices
  • Estimate and invoice PDFs

Step 06 of 6

Paid and done

Paid by card before Luis leaves, with a receipt to Sam's email.

In ShieldBook
  • Payments, split payments and refunds
  • (On the roadmap)Tap to Pay

In development On the roadmapEverything else is built and working today.

02Built for handyman and home services

What matters in home services.

One price book for everything you do

When the work is varied, consistency comes from the price book. Every technician quotes the same door adjustment at the same price, and the office can change a price once for everyone.

  • A searchable, versioned price book
  • Items grouped the way you work: doors, walls, bath, electrical
  • Member pricing for home care plan customers
  • A day of small jobs

    Today's visits with arrival windows and technicians, and the queues that show what's left.

  • Before-and-after photos

    Proof of the work, kept with the job for the customer and the next visit.

  • Home care plans

    Plans with included visits that bring customers back twice a year.

See ShieldBook on your handyman and home services work.

Tell us about the jobs you run most. We'll walk through them in ShieldBook, step by step.

Request a demo

ShieldBook is being developed and proven inside a working service business as it prepares for broader use. A demo is a walkthrough and an honest conversation about fit.