Handyman Software — Data Model | FieldCamp

How a handyman business runs in FieldCamp — varied small jobs, quick quotes, hourly or flat-rate billing, and repeat customers, all on the core records.

A handyman business is the clearest fit for FieldCamp's core records.

The work is varied and small — a TV mount one hour, a leaky faucet the next, a fence repair after lunch — and every one of those jobs is the same shape: a customer calls, you quote it, you do the work, you bill, you get paid.

That chain is exactly what the core records model. A customer makes a Request, you turn it into an Estimate or straight into a Job, the job is done as one or more Visits, and the work bills on an Invoice that takes a payment.

Almost nothing about this trade needs a new record. A handful of optional fields — a trade tag, hourly versus flat pricing, a repeat-customer note — is the most a typical handyman ever adds.

What the core already gives you

A handyman business runs on the records every FieldCamp account ships with, already connected and ready on day one. No setup, no custom objects.

Varied small jobs. Each task is a Job tied to a customer, with line items drawn from the price book. A one-hour mount, a half-day repair, and a multi-day remodel are all the same record, scheduled to fit the day.
Quick quotes. A Request captures the inbound "can you hang a door?" call and converts in one click to an estimate or a job, so a quote takes seconds rather than a new form.
Hourly or flat-rate billing. A predictable task bills as a flat line item from the price book; an open-ended repair bills hourly. Both live on the same Estimate and Invoice, with deposits, net terms, and overdue tracking handled for you.
Repeat customers. The Customer record carries every past job, the outstanding balance, the last payment, and preferred-tech routing — so the repeat work a handyman lives on is one record away, not a search through old invoices.
Scheduling and dispatch. Each Visit tracks en route, arrived, working, and done, with GPS check-in and an optional signature on completion. One handyman or a small crew is staffed per visit by team members.
A priced task list. The price book holds your common jobs — hang a door, mount a TV, fix a leak, patch drywall — priced flat or hourly, with cost and price separated, so quoting is a pick from a list, not a guess.
On-site capture. A before-and-after photo, a small checklist, or a customer sign-off attaches to the visit as a Job Form, with no extra fields on the record.

The Customer record already separates service, billing, and property addresses and marks each account as an individual or a business, so a homeowner you visit weekly and a small property manager both fit without changes.

Read the same records as a flow, and a small job moves from first call to paid money without re-entering anything.

The records here are the standard set — Customers, Jobs, Visits, Requests, Estimates and Invoices, the Price Book, and Team Members. For a handyman, that is close to the whole business.

The section below is the small part you might tailor — not a list of gaps.

Tailoring it to a handyman business

Because the core already covers the workflow end to end, tailoring this trade is light.

There is no asset hierarchy to build and no industry object to stand up — just a few optional fields and, for the handful of shops that sell maintenance plans, one recurring contract.

The diagram is the core flow you already have, with two light additions in italics: a couple of custom fields on the Job and an optional Maintenance Plan for repeat-service customers. Everything else is the standard model, untouched.

A few custom fields worth adding

These attach to the records you already use — most to the Job, one or two to the Customer. Add a field, label it, and it shows up on every record of that type. Nothing here is required to start.

Field	Where it fits	What it holds
Trade or category	Job	Carpentry, plumbing, electrical, drywall, painting, assembly, or general — so varied work can be sorted and reported.
Billing type	Job	Flat rate or hourly, so a quote and an invoice know which way the job prices.
Hourly rate	Job	The rate this job bills at when it is hourly.
Hours on site	Job	Logged time on an hourly job, for the invoice.
Minimum charge	Job	The trip or one-hour minimum a small call carries.
Repeat customer	Customer	Marks an account you serve again and again, for routing and offers.
Preferred day or time	Customer	A standing window a repeat customer likes you to come.

Tagging each Job with a trade or category does more than tidy the record. It lets your reports tell you which kind of work — assembly, drywall, plumbing — actually pays, so you can lean into the jobs worth your day.

An optional recurring maintenance plan

Most handyman work is one-off. But some shops sell a standing home-maintenance plan — a seasonal walkthrough, a quarterly punch-list visit — and that recurring revenue is worth modeling.

You do not need a new object for it. A recurring Job already generates its repeat Visits on a monthly, quarterly, or annual cadence, so the plan's work schedules itself.

If you want the contract terms — coverage, plan price, renewal date — to live in one reusable place, add a Service Agreement. It supplies the terms language to the estimates and invoices that bill the plan, while the recurring Job delivers the visits.

Generating the next maintenance visit on a set cadence is handled by core recurring jobs, not by a separate plan record. Model the plan as a recurring Job, and let an optional Service Agreement carry the standing terms.

Built on the customization engine

The few additions above are built with the same tools every FieldCamp account has — the trade tag and billing fields are custom fields on the core records, the optional plan terms are a Service Agreement, and each record page is arranged from record layouts.

Add the custom fields you want — trade or category, billing type, hourly rate — to the Job and Customer, so quoting, dispatch, and reporting all read from the same place.

For repeat-service customers, set up a recurring Job and, if you sell standing plans, a Service Agreement for the terms.

Tune the stages and workflows — make a signature or a photo required on completion if you want it — and arrange each page with record layouts.

Built for any size. A solo handyman runs the core records as-is — a Customer, a Job, a Visit, an Invoice — with maybe a trade tag. A growing multi-trade shop adds a few fields and a maintenance plan on the same backbone, and a multi-location operation runs the same records at every site. No rebuild.

Coming from Jobber

Jobber is a popular fit for a handyman business, and for good reason — its model is fixed and simple, shaped around exactly the work a handyman does: a client requests a job, you quote it, you schedule the visits, you invoice, you get paid.

FieldCamp matches that model almost one for one. The records you already know carry the same meaning, so the move is mostly a name change, not a rebuild.

In Jobber	In FieldCamp	Notes
Client	Customers	The person or business you bill. FieldCamp keeps billing, service, and property addresses on the one record.
Property	The customer's service address, or a Property custom object	A single-home client fits on the customer's service address; a client with several sites gets a Property record of its own.
Request	Requests	The inbound "can you fix this?" intake, with quote and conversion stages built in.
Quote	Estimates & Invoices	The estimate the customer approves, flat or hourly, with deposits and signatures.
Job (one-off or recurring)	Jobs	The work order. FieldCamp's job type already marks one-off, multi-day, and recurring.
Visit	Visits	Each trip to the site under a job, with dispatch, GPS check-in, and sign-off.
Invoice	Estimates & Invoices	The bill the work lands on, with payment terms and overdue tracking.
Products and Services	Price Book	Your priced task list — hang a door, mount a TV, patch drywall — that line items draw from.
Team	Team Members	The handyman or crew staffed on each visit.

What you gain. Jobber gives a handyman a clean, simple model that works on day one — and FieldCamp keeps that simplicity. A solo handyman runs the same short chain without adding a thing.

The difference shows up as the shop grows.

The trade tag, billing type, or repeat-customer flag you might want later are custom objects and fields you add to the records you already use, and the steps a job moves through are stages and workflows you can rename or restage.

You keep the simple setup until you actually need more, then add only what you need.

One honest note. This is a near one-to-one mapping — the everyday handyman workflow lines up almost field for field.

The real difference is not the starting shape but the room to grow: in FieldCamp the model is yours to extend, so the same account that runs a one-person shop today can take on multi-trade work, maintenance plans, or several sites without moving to a new tool. (Handyman teams comparing options also weigh Housecall Pro; the same near one-to-one mapping holds.)