Financial Management
See exactly which projects are profitable and get paid on time. Built for contractors, Handoff’s trained AI tracks your margins in real-time and maintains steady cash flow across all projects.
From first quote to final payment, Handoff keeps your money moving so you can stay focused on the job.
Money comes in as work gets done, not just at the end. Invoices go out automatically when milestones are hit, speeding up cash flow.
Consistent markup on every estimate means no more pricing inconsistencies. Every job protects your margins automatically.
Track every dollar from estimate to payment with real-time profitability data. Make decisions based on facts, not guesswork.
Required product for every toolbox! Handoff has helped us accelerate our business lifecycle and allows our human experts to do what they do best!
— Andrew B.
Chief Operating Officer • G2 review
Used by thousands of construction businesses like yours:
Estimate to payment automation
Connect your entire financial workflow from first quote to final payment. No retyping numbers from old spreadsheets.
schedules & milestone billing
Set payment schedules once and get paid throughout the project lifecycle. Handoff automates invoices at each phase.
Pricing & markup logic
Set your markup rules once and every job automatically protects your margins, whether you're pricing your first estimate of the day or your fifteenth.
Financial visibility
Track estimates, costs, invoices, and payments in real-time across every project, all in one dashboard.
Everything you need to know about the product and billing.
See how contractors get paid throughout every project and maintain consistent profitability with an AI-trained teammate
