User Guide
AgencyHandy User Guide - For Client
AgencyHandy User Guide - For Client
  • Agency Handy User Guide - For Client
  • 1. Introduction of Agency Handy
    • 1.1 Why should you choose Agency Handy?
  • 2. Getting Started
    • 2.1 Sign In
    • 2.2 Accessing the Main Interface
  • 3. Managing Dashboard
    • 3.1 Service
      • 3.1.1 View Service Details
      • 3.1.2 Purchase a Service
      • 3.1.4 Share URL of a Service
    • 3.2 Order
    • 3.3 Subscriptions
    • 3.4 Tickets
    • 3.6 Invoices
    • 3.7 Files
      • 3.7.1 Manage Files in Order Task
      • File Feedback
  • Use case
    • How to create Lead via API
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  1. 1. Introduction of Agency Handy

1.1 Why should you choose Agency Handy?

Choosing Agency Handy offers a multitude of compelling reasons:

  1. Streamlined Operations: Agency Handy consolidates client management, project oversight, and task tracking into one seamless platform, eliminating the need for multiple costly apps and simplifying your agency's operations.

  2. Enhanced Client Collaboration: With a parallel client login portal, Agency Handy empowers clients to access real-time services like ordering proposals and contracts, sending quotations, tracking project progress and Invoices, reviewing tasks, and providing valuable feedback, fostering transparent and collaborative client-agency relationships.

  3. Cost Efficiency: Agency Handy helps agencies reduce operational expenses by replacing the need for numerous applications, making it a cost-effective choice for managing clients and projects.

  4. User-Friendly Interface: Its intuitive interface ensures that agencies and clients can easily navigate the platform, reducing the learning curve.

  5. Mission Alignment: Agency Handy shares the mission of modern agencies - efficiency, collaboration, and success. Its features and capabilities align with the needs and values of contemporary agencies.

  6. Competitive Edge: By embracing this innovative solution, agencies gain a competitive edge in the market by offering clients a streamlined and transparent experience.

In summary, Agency Handy is ideal for agencies seeking to optimize their operations, enhance client collaboration, reduce costs, and align with the modern agency's mission and vision.

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Last updated 1 year ago

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