Welcome to Handoff!
Starting your 7-day free trial? We'll walk you through everything you need to know to be successful during the trial.
Quick-Start Tutorials
How to Create Estimates Using Handoff's AI
Handoff's AI chat interface offers an interactive and intelligent way to create estimates. Simply start a new estimate or look for the "Use Handoff AI" chat box. Then speak to the AI as if it were your personal estimator. We know AI prompting can be intimidating at first, so we've include some example prompts at the bottom of this page.
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How to Turn an Estimate into a Proposal
Handoff allows you to turn your AI estimates into ready-to-send professional proposals with a single tap. Once you're happy with your proposal, send it to prospective customers by email, SMS, or by sharing the link.
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How to Create and Send Invoices to Customers
With Handoff, you can create and send invoices in under 30 seconds. This feature is designed to feel similar to our estimates page, with intuitive navigation and clear status tracking.
Learn MoreKey Features
How do I create a new project?
Projects keep all of your job-related documents in one place like estimates, proposals, invoices, change orders, and other files.
How do I create a change order?
Handoff allows you to update project scope easily with AI-powered change orders
How do I set AI Presets?
Presets save your preferred labor rates, material rates, and custom instructions for the AI
How do I talk to the AI?
By providing detailed descriptions and using the tips mentioned, you can ensure the AI understands your project requirements accurately.
How do I log in to Handoff?
Handoff allows you to login via a one time SMS or email password
How do I export to a PDF?
Click the 3-dot menu in the top right corner of any estimate or proposal.
How do I change my company details?
Easily change your license #, email, phone, company name
How do I change my logo?
You can update your logo in two places: settings and the proposal editing screen.
How to integrate Handoff with QuickBooks
Connect Handoff to QuickBooks to automatically sync your estimates, invoices, and client information.
How do I send my estimate to my client?
Sending estimates to your client is easy with Handoff's proposal feature.
New Features
Our global team of engineers release performance improvements and new features on a daily basis. Check out some of our biggest new releases.
Projects, Change Orders, and New Invoicing
All-in-one project management, change orders, and a rebuilt payment processing engine is now available
Integrate With QuickBooks
Connect Handoff to QuickBooks to automatically sync your estimates, invoices, and client information
Prompt Anxiety? Check Out These Examples
Handoff Roadmap
We're on a mission to build the best tools possible for residential construction businesses. So what's next?
Learn moreUpload Notes and Files
Generate AI Estimates From Notes and Photos
Use Home Depot Pricing in My Estimates
Frequently Asked Questions
Pricing
For more details, check out our pricing page.
Starter
Ideal for new businesses just getting started.
(or $49 Billed monthly)
Business
Ideal for growing companies that need a complete toolkit.
(or $149 Billed monthly)
