63 min · 30 video lectures · quizzes · assignments · workbook
About this course
Most handymen lose money not because they lack skill but because they quote from the gut, forget to track materials, and never turn a one-time customer into a repeat client. This course fixes all three problems using the exact sheets inside your Handyman Services Operations Kit.
Why it pays for itself:
You will learn to quote every job task by task using the Quote Builder before you ever give a customer a number, so your price covers labor, materials, and markup every single time.
You will learn to log every task on the Punch List Log with real status codes and collect customer sign-off on completion, which protects you from callbacks and payment disputes.
You will learn to keep your Tool and Supply Inventory current so you stop arriving at job sites missing a $4 tube of caulk that kills your profitability.
And you will learn to read your Income and Expenses summary monthly so you know whether the business is actually making money, not just staying busy.
The second half of the course covers the business side that most trades people skip: winning your first clients without spending money on ads, building a simple referral engine, setting up recurring maintenance agreements, and using the Job Tracker lead-source column to double down on whatever is already working.
This is operator-to-operator instruction.
No motivational filler, no theory you will never use.
Every lecture ends with one concrete action you can take inside the kit the same day.
By the end of the course you will have a properly configured workbook, a repeatable quoting process, a client onboarding script, and a clear view of where your profit actually comes from.
What you'll learn
You'll be able to build an accurate task-by-task quote in under five minutes using the Quote Builder
You'll be able to set a labor rate and materials markup that covers your real costs and target profit
You'll be able to track every task through to customer sign-off using the Punch List Log
You'll be able to manage tool and supply inventory so you never arrive at a job site unprepared
You'll be able to read your Income and Expenses sheet and calculate your true net profit each month
You'll be able to identify your best lead sources from the Job Tracker and focus your marketing there
You'll be able to convert one-time repair customers into recurring maintenance agreement clients
You'll be able to onboard a helper or second tech using documented processes built on the kit
Course curriculum
Section 1: Welcome and Kit Setup
Welcome: What This Course Will Do for Your Business
Kit Orientation: Six Sheets, One Business
Legal and Insurance Baseline Before Job One
The Daily Workflow: Quote, Do, Log, Invoice
Customizing Your Kit for Your Market
Section 2: Pricing, Estimating, and the Quote Builder
Setting Your Labor Rate: The Floor-to-Ceiling Method
Materials Markup: Never Lose Money on Supplies Again
Quoting Multi-Task Jobs Without Underpricing
Scope Creep and Change Orders: Getting Paid for Extra Work
Minimum Job Pricing and Your Time Floor
Section 3: Winning and Onboarding Clients
Your First Five Clients Without Spending on Ads
The Booking Call: From Inquiry to Confirmed Appointment
Site Visit and Scope Document: No Surprises on Job Day
Onboarding the Customer: Setting Up for Sign-Off
Building Your Referral Engine from Job One
Section 4: Field Operations, the Punch List, and Customer Sign-Off
The Punch List Log: Your On-Site Job Diary
Customer Sign-Off: The Step That Ends Callbacks
Tool and Supply Inventory: Never Miss a Supply Run
Running a Job With a Helper: Tracking Time and Tasks
Callbacks, Warranties, and Protecting Your Reputation
Section 5: Money, Bookkeeping, and Profit
Income and Expenses: The Three-Minute Daily Entry Habit
Reading Your Numbers: What Net Profit Actually Means
Invoicing and Getting Paid on Time
Taxes for Self-Employed Operators: The Basics
The Monthly Profit Review: 20 Minutes That Move the Business
Section 6: Recurring Revenue and Scaling
Maintenance Agreements: Predictable Revenue Every Month
Seasonal Packages: Caulking, Weatherproofing, and Pre-Winter Checks
When and How to Hire Your First Tech
Doubling Down: Using Job Tracker Data to Scale What Works
Course Close: Your Configured Kit and What Comes Next