Feedback
Changelog

Have something to say?

Tell Handoff how they could make the product more useful to you.

Pinned

Completed

Lower Transaction Fees for project invoices

Currently Handoff charges 3.6% for credit card fees. We plan to switch payment processors to provide reduced payment fees in the range of 2.9%-3.15% for credit cards, depending on the contractor’s subscription tier with Handoff. This makes it easier for everyone to use online payments for Handoff’s project invoices.

Justin Watkins over 1 year ago

Pinned

Completed

Renderings: Let AI create a rendering based on my description

Sometimes, a client needs a visual to picture what the final project will look like. That rendering can help me win the deal. If AI could make a rendering of the room, the deck, the new ADU, etc at the early stage of this estimate, it would make me look more professional and help me close jobs.

Richard Wanamaker almost 2 years ago

Pinned

Completed

Invoicing - Provide options for faster payouts

When my clients pay with Handoff invoices, Handoff pays me out once every 2 business days. Sometimes, I just need the money faster. Usually the deposit invoice is my money to go buy materials. Sometimes this needs to happen same day, next day, or over the weekend. If I get the invoice paid Friday but have to wait until Tuesday, that's can delay my projects. Please give me a faster option. Can I get Next Day? Can I get same day or instant?

Justin Watkins about 2 years ago

Pinned

Completed

Create change order

Projects change often, even after the initial proposal is signed. Let me create Change Orders with Handoff. Change Orders are like amendments to the original proposal/agreement. They function like their own mini-estimate: they have line items, qty rates and item totals, markup, etc. They should be quick to generate. Often they'll be short, like 5 lines or less. We need these change orders signed, and invoiceable.

Dmitry Alexin over 2 years ago

3

Save estimate versions

It would be incredibly helpful to be able to save versions of estimates. for example everytime I send a proposal, I would want to save a snapshot of the estimate. that I could revert back to. We might do multiple estimate revisions before we get to contract. currently I have to make a copy each time and the proposal details dont always copy over. It would be nice to just save a snapshot each time. The ability to automate some snapshots would be great., ie everytime a proposal is sent a snapshot is made. Anytime a proposal is accepted a snaphot is made. etc

Ethan Forns about 19 hours ago

Sub groups

it would be good to be able to add subgroups inside of groups. I would like to be able to have Framing as a group. under that I would like to have framing tasks listed so they all show up on the proposal Then I would want to have a item called framing materials as a subgroup. i would have all the individual materials in the subgroup. on the proposal though the client would just see Framing materials. This would be very useful for most groups. like roofing, siding, tile, etc.

Ethan Forns about 19 hours ago

The ability for handoff to update external excel sheets, or google sheets

this would be very helpful while the app is growing. We can keep separate lists tied to other processes that are updated. So I could export every new lead into a spreadsheet, and handoff updates that automatically with each step. Then we can use that spreadsheet to track things that handoff cannot (YET)

Ethan Forns about 19 hours ago

create automated workflows

I would like to be able to create some automations. For example when I send a proposal, I would like to automatically save a csv for the estimate of all fields, and a pdf copy of the proposal sent. That way if I then make changes to the estimate, I have a snapshot of the original estimate and proposal and could recreate it. The ability to set triggers and actions would be great. like when a proposal is read, do A,B,C if a proposal is accepted do A,B,C On a manager side: if a lead has sat for x days without moving to the next step, notify me, or update a file.

Ethan Forns about 19 hours ago

Proposal Grouping

I would like to be able to display each item in my estimate on the proposal. This is easy enough. However, I would like to group some items like framing. Ideally in my estimate I put in every framing item I need, plates, joists, sheathing, studs, etc. Instead of listing all of those items in the proposal I want to only show the groups for those, ie Framing Materials So if we can pick and choose to have certain groups only show as the summary, and other groups show each item that would be preferred, so we can build our estimate to the tiniest details, but only show the work in tiny details to the client, not every material part.

Ethan Forns about 20 hours ago

Job Site Task Tracking & Daily Logs

I changed the Work Order template to a task list which is working well so far but I would like it to automatically post to the Daily Log when it’s marked completed - with a timestamp and user ID if it all possible. Essentially I’m trying to find a way to ensure my guys update the log daily but I don’t want to slow them down and take 30 minutes of the day to get it done. There could even be a pop up option to add photos when the item is checked.

Melissa Imler Randolph 1 day ago

Company-Level Permission to Set a Fixed Signer for All Documents

I want a company-level permission that lets us designate one fixed signer/point of contact for all documents and proposals, regardless of which team member sends them. We need the owner’s name and signature to remain on customer-approved documentation for legal reasons instead of automatically changing to the sending team member.

Katy Cash 8 days ago

Hi Handoff Team, First, I'd like to say that we're really enjoying using Handoff. It has become an essential part of our estimating workflow, and we truly appreciate everything your team has built. Recently, we encountered a significant pricing issue while estimating a PG&E utility project. One of the required electrical vaults was estimated by Handoff at approximately **$420**, while the actual market price from multiple Bay Area suppliers is **between $1,700 and $2,000**. A pricing discrepancy like this can substantially impact the accuracy and profitability of a bid. We'd love to help improve Handoff's supplier database for contractors working in Northern California. We believe the platform would become even more valuable by integrating with the region's major suppliers, allowing estimates to reflect real local market pricing. Below are several suppliers that are widely used by General Contractors, Utility Contractors, Civil Contractors, and Landscape Contractors throughout the Bay Area. | Supplier | Website | Primary Products | | ------------------------------------------ | --------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ | | White Cap | https://www.whitecap.com | Concrete, rebar, underground utilities, drainage, utility construction materials, traffic control, masonry, waterproofing, safety products | | Grainger | https://www.grainger.com | Industrial supplies, MRO, PPE, tools, electrical, plumbing, fleet maintenance, HVAC, material handling | | SiteOne Landscape Supply | https://www.siteone.com | Irrigation, landscape materials, hardscape, pavers, retaining walls, drainage, outdoor lighting | | Core & Main | https://www.coreandmain.com | Waterworks, sewer, storm drain, HDPE pipe, PVC pipe, ductile iron pipe, underground utility materials | | Graybar | https://www.graybar.com | Electrical distribution, lighting, conduit, wire & cable, switchgear, telecom | | CED (Consolidated Electrical Distributors) | https://www.cednca.com | Electrical supplies, wire, conduit, breakers, panels, lighting | | Edges Electrical Group | https://www.edgesgroup.com | Electrical distribution, utility electrical products, conduit, wire & cable, switchgear | | Alameda Electrical Distributors | https://alamedaelectric.com | Electrical distribution, lighting, switchgear, contractor electrical supplies | | Fastenal | https://www.fastenal.com | Fasteners, anchors, bolts, screws, industrial supplies, safety products | | Simpson Strong-Tie | https://www.strongtie.com | Structural connectors, anchoring systems, framing hardware, epoxy products | | Builders FirstSource | https://www.bldr.com | Lumber, engineered wood, trusses, framing components, doors, windows | | Golden State Lumber | https://www.goldenstatelumber.com | Lumber, framing materials, plywood, engineered lumber, doors, windows | | Beronio Lumber | https://www.beronio.com | Lumber, decking, siding, plywood, hardwood | | Pacific Supply | https://www.pacificsupply.com | Roofing, drywall, insulation, siding, building materials | | Graniterock | https://www.graniterock.com | Ready-mix concrete, asphalt, aggregates, construction materials | | Vulcan Materials | https://www.vulcanmaterials.com | Aggregates, crushed stone, sand, gravel, asphalt, ready-mix concrete | | Basalite | https://www.basalite.com | Concrete block, retaining wall systems, pavers, masonry products | | Calstone | https://www.calstone.com | Pavers, retaining walls, outdoor living products, hardscape systems | | Peninsula Building Materials | https://pbm1923.com | Natural stone, veneer stone, pavers, masonry, premium hardscape materials | | South Bay Materials | https://www.southbaymaterials.com | Soil, mulch, gravel, sand, decorative rock, pavers, drainage materials | | Lyngso Garden Materials | https://www.lyngsogarden.com | Mulch, compost, topsoil, decorative rock, landscape materials | | Central Home Supply | https://www.centralhomesupply.com | Hardscape, landscape supplies, concrete products, natural stone | | Sunbelt Rentals | https://www.sunbeltrentals.com | Construction equipment rental, excavators, compactors, generators, pumps | | United Rentals | https://www.unitedrentals.com | Heavy equipment rental, trench safety, earthmoving equipment, utility equipment | | Herc Rentals | https://www.hercrentals.com | Construction equipment rental, material handling, earthmoving equipment | | Uline | https://www.uline.com | Warehouse supplies, storage, shipping materials, PPE, safety products | These suppliers cover approximately **95% of the materials purchased by General Contractors and Utility Contractors throughout the Bay Area**, making them excellent candidates for future integrations. In addition to supplier integrations, we believe the following features would make Handoff even more valuable for professional contractors: * Supplier-specific pricing * Contractor account pricing * Real-time inventory availability * Regional pricing by ZIP code * Automatic material substitutions * Supplier quote import (PDF/Excel) * Live SKU lookup * Technical datasheets * Material lead times * Purchase order integration We also have one additional suggestion that we believe would significantly improve transparency and estimator confidence. For every material in an estimate, Handoff should clearly display **which supplier the price was sourced from** (for example: White Cap, Grainger, SiteOne, Core & Main, etc.). This would allow estimators to quickly verify pricing and understand the origin of each material cost. Additionally, if a price is **not based on a real supplier quote or catalog** and is instead generated by AI or estimated from historical data, we recommend displaying a **yellow warning triangle (⚠️)** next to that item. Hovering over the icon could display a message such as: > **Estimated Price** – This value is AI-generated and is not based on a current supplier price. Please verify before submitting your bid. This simple visual indicator would immediately distinguish verified supplier pricing from AI-estimated pricing, helping contractors make better decisions while increasing confidence in the platform. Adding these capabilities would elevate Handoff to the level of enterprise construction platforms such as **Procore**, **Procurify**, and **Buildertrend**, while maintaining the unique advantage of AI-powered estimating. If it would be helpful, we'd be happy to continue providing feedback from the perspective of a contractor actively bidding PG&E, utility, civil, landscape, and residential projects in Northern California. We'd love to help Handoff become the most accurate estimating platform available. Thank you again for building such a great product. We look forward to seeing Handoff continue to grow, and we're always happy to help. Best regards, **Raphael Andrade** Vertex

Marcelo Tavares Goncalves 19 days ago

Material selections, allowances and deadlines

I would love to be able to set materials as allowanced, but also list a specific product. Include a deadline for customers to change the material. -For example, I could specify a specific floor tile to use as the allowance for a job. -Then set a specific deadline for the customer to change that material (ideally this can be done through the schedule, so I could set a rule, 6 weeks before tile task is their deadline.) -This way if they do not make a change by the deadline, the job can move forward with the original material. Another nice feature would be to offer other selections the customer could choose from with the ability to specify markups for each independently(we may have a supplier that we can get a certain product well below regular pricing and mark that up much more than another product.) Add in the ability to include an allowance summary table in proposals or as a separate document, so we can show a client a clear list of all allowanced materials and the cost they would have to spend at the store on those items(ie $1200 store cost for vanity, $4/sqft for tile, etc)

Ethan Forns 24 days ago

Correct Navigation Echelon

The navigation for Handoff is now in the left pane (desktop Windows PC), which is fine. However, since this change, whenever I click into a tab inside a project, the navigation pane changes to the global echelon instead of remaining at the project echelon. So, if I click on a daily log, I can’t immediately navigate to the documents tab within the project because the navigation pane shows only the global links (i.e. project search). This is a small setback, but I use Handoff on my computer daily to manage 8 to 10 jobs daily. This small set back turns into several hours of lost time over a month. I would think it was an easy fix.

John Baxter 29 days ago

Completed

Separate Project Status from Change Order Status

Please separate the project lifecycle from the change order lifecycle. When a change order is submitted for an active project, the project should remain In Progress while only the change order is marked Pending Approval. Automatically moving an active project back to Bidding creates inaccurate project tracking and requires unnecessary manual status changes. This would better reflect real-world construction workflows and improve dashboard reporting.

Stephen Grieser 29 days ago

Sales Performance and Production Reporting Dashboard

I’d like to request a reporting feature that provides a clear monthly and yearly breakdown of company sales and production. The dashboard should show: Total sales generated each month and year Which salesperson brought in each project Total contract value generated by each salesperson Number of contracts sold by each salesperson Average contract size by salesperson Total amount of work produced or completed Breakdown of projects by contract size, such as small, medium, and large contracts Ability to filter reports by salesperson, date range, project status, and contract value Comparison of sold contract value versus completed production value It would also be helpful to include charts and exportable reports so business owners can easily track sales performance, production volume, and overall company growth.

Jamie Spurlock 30 days ago