Two Dashboard Views
AgencyHandy provides two distinct dashboard perspectives depending on who is logged in. You can switch between them as needed.Agency Dashboard
The default view for agency owners, admins, and team members. Use it to get a real-time snapshot of your agency’s operations — active orders, open tickets, outstanding invoices, task progress, and team workload — all from one central view. This is the dashboard you’ll spend most of your time in.
Client Dashboard
A purpose-built portal your clients access when they log into AgencyHandy. Clients can monitor their active orders, review assigned tasks, check unpaid invoices, and raise support tickets — giving them full transparency into work you’re delivering on their behalf.
The Agency Dashboard and Client Dashboard show the same underlying data but from different perspectives and with different permission levels. Clients only see data relevant to their own account; agency users see data across all clients.
Left Sidebar Navigation
The left sidebar is your primary navigation panel. Each icon and label corresponds to a major feature area of AgencyHandy. Here’s what each section does:CRM
Your client relationship management hub. Store and manage all client contact details, track communication history, and maintain a clear record of every account your agency works with. Use CRM as your single source of truth for who your clients are and where each relationship stands.Services
Define the services your agency offers and build your service catalog. When clients place orders, they select from the services you’ve published here. You can set pricing, descriptions, deliverables, and order intake forms for each service.Orders
Track every client order from placement through to completion. The Orders section gives you visibility into order status, associated tasks, client communications, and delivery timelines — so nothing falls through the gaps between a sale and its delivery.Proposals
Create, send, and manage proposals and contracts directly within AgencyHandy. Draft a proposal, attach pricing and scope, and send it to a client for review. Once accepted, proposals can be converted into active orders without any manual duplication.Invoices
Generate professional invoices tied to client orders or projects, track payment status, and give clients a clear view of what they owe. AgencyHandy handles the invoicing lifecycle from creation to settlement, reducing the back-and-forth that typically comes with billing.Tasks
Manage all work at the task level. Create tasks, assign them to team members, set due dates and priorities, and monitor completion status. Tasks connect directly to orders and services, so progress is always visible in context.Teams
Manage your team members from a central location. Invite new members, assign roles, and control what each person can access within the workspace. Use this section to keep your team roster up to date as your agency grows.Tickets
Handle client support requests and internal issue tracking through a built-in ticketing system. Clients can raise tickets from their portal, and your team can triage, respond to, and resolve them without switching to a separate helpdesk tool.Timesheet
Track time spent on client work and internal projects. Team members can log hours against specific tasks or orders, giving you accurate data for billing, capacity planning, and project profitability reporting.Forms
Build and manage custom forms to collect structured information from clients during onboarding, order intake, or any other point in your workflow. Forms created here can be attached to services, proposals, or sent directly to clients.Files
Store and organize all files related to your agency’s work — deliverables, contracts, brand assets, and client documents — in one centralized location. Files can be scoped to specific clients or orders so everyone always knows where to find what they need.Settings
Configure every aspect of your AgencyHandy workspace. Manage your agency profile, branding, notification preferences, integrations, team permissions, billing, and more. Settings is also where you’ll find workspace-level configuration that applies across all clients and team members.Quick Reference: Sidebar Sections at a Glance
| Section | Primary Use |
|---|---|
| CRM | Manage client contacts and account records |
| Services | Define and publish your agency’s service catalog |
| Orders | Track and deliver client orders end to end |
| Proposals | Create, send, and manage proposals and contracts |
| Invoices | Generate invoices and monitor payment status |
| Tasks | Assign work, set deadlines, and track completion |
| Teams | Invite members, assign roles, control access |
| Tickets | Handle client support requests and internal issues |
| Timesheet | Log and review time spent on work |
| Forms | Build custom forms for client data collection |
| Files | Centralize documents and deliverables |
| Settings | Configure workspace, branding, and permissions |
Getting Help
If you have questions while exploring the interface, click the chat icon in the bottom-right corner of any page to reach the AgencyHandy support team directly.Create Your Account
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