September 21, 2025

Handoff Just Got Smarter: Turn Estimates, Photos, and Notes Into Scopes, Punchlists, and Material Lists

Updates

Create scopes of work, punchlists, material lists, and daily logs in seconds with AI. Turn estimates, photos, or notes into professional project docs with Handoff.

Sebastian Tablante
Sebastian Tablante
Marketing

Contractors create dozens of documents to keep projects moving, scopes for subs, punchlists for crews, daily logs for clients, and material lists for suppliers. Until now, most of that work meant retyping into Word, Excel, or even ChatGPT.

With this release, Handoff makes it AI-powered. You can now turn the data you already have, estimates, site photos, videos, or notes, into professional project documents in seconds, created with AI.

Built to Eliminate Retyping and Manual Work

Contractors lose hours every week retyping details into scattered tools, texting crews, and rewriting scopes just to hand off work.

We heard consistent feedback:

“I used to spend hours rewriting all my scopes, now it takes a minute.”

“Finally, something that actually saves me time after I win the job.”

“My crew doesn’t read long docs. Now I just generate a checklist and send it.”

With AI-powered document creation in Handoff, you can skip the copying, the retyping, and the manual formatting. Every document you need is created instantly, lives under your project, and is ready to share with subs, crews, or clients.

The Documents You Can Generate in Seconds

Daily Logs

Contractors often spend one to two hours every night writing client updates or chasing photos through text threads. With Handoff, your site photos, videos, or notes are turned into a finished daily log in seconds. Clients receive updates before you even leave the jobsite.

Work Orders

Subs usually get vague instructions over calls or texts, and sharing full scopes risks exposing sensitive pricing. With Handoff, you can pick a trade from your estimate and generate a sub-ready work order instantly. The scope is included, the pricing is hidden, and the document is created with AI and ready to send by text or email.

Punchlists and Checklists

Paper punchlists and mental notes leave crews guessing what is complete. Instead, snap a photo or jot notes in Handoff, and AI turns them into a clear, shareable checklist your crew can check off on their phone. Nothing gets missed, and the job moves faster.

Scopes of Work

Writing scopes from scratch or transcribing walkthroughs into documents takes hours. Now, your estimates or site videos instantly generate clear scopes of work, created with AI, professional enough for clients and detailed enough for crews.

Material Lists

Retyping line items into Excel or texting suppliers manually is error-prone and slow. Handoff converts your estimates into accurate, vendor-ready shopping lists with AI. No retyping, no mistakes, just lists ready for suppliers.

Bid Requests and Client Updates

Bid invites and client updates often take too long to draft, and they expose too much or too little detail. With Handoff, you can select estimate items and generate scoped bid requests or clean client updates in seconds. AI does the writing and you just share by text or email, no portal required.

How It Works in Handoff

  1. Open a project and go to the new Documents tab.
  2. Click Create with AI and choose a document type, or enter your own prompt.
  3. Handoff generates your document instantly using data from your estimates, photos, videos, or notes.
  4. Refine it as needed by reformatting, adding checklist items, or translating into Spanish.
  5. Share or export with one click, either as a PDF or as a link sent by text or email.

Why Contractors Are Automating Their Project Paperwork

Other platforms construction management platforms rely on static templates and time-wasting manual typing. Handoff does it differently because it is powered by AI.

  • Save hours every week with AI-generated documents built from your project data.
  • Improve accuracy with scopes, punchlists, and material lists that match your estimates.
  • Look more professional with consistent client updates and reports.
  • Keep everything in one workflow from bid to closeout.

Available Now

AI-powered document creation is available today on the Business Plan and included in free trials. Starter users can upgrade to get access.

👉 Log in now to create your first AI Document

Need help? Reach out via in-app chat or email hello@handoff.ai

Share this article:
Handy / Happy

Boost your business with Handoff

Start earning more revenue right away with Handoff, without spending a single penny upfront

Google playApp Store
Google playApp Store