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

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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 11 months ago

Pinned

Planned

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 Over 1 year 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 Over 1 year 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 Almost 2 years ago

3

Completed

Description field on Area (row) is disabled?

So, I can’t use the description field on Area row items in my estimate. Why the heck not? Let me guess: There’s not actually an “Area A” row item but rather a grouping of actual estimate row items under “Area A”? But I need the ability to provide additional context to an entire area so that it can feed into gen AI-ing customer-facing documents, e.g. summarized bid proposal. This is just one example, and there are many others.

Jeff King 2 days ago

Add Collaborators

The other system I use allows me to invite collaborators into my projects like my subs. This allows them to view pictures and notes about the project them without making them a user in my account. I like the walk through mode but Id have to manually share every single doc every time and there is not unified place for my subs to go and view all notes and pictures related to a project. I use alot of subs so it does not make sense to add them as users to my handoff account. It would be great to have designated space to invite them as collaborators in link a portal format of sorts to better manage sharing information about a job.

Sheldon Walker 2 days ago

Add estimate line item (and area/group) review status

After AI creates an estimate for me and I begin to review and amend it, I’d like to be able to set the status of each line item and area to help me track estimate accuracy (by my double-checking) and completeness. Right now, I have to keep track outside of Handoff with scratch paper or OneNote. It would be great to see something like Unreviewed - the initial status set on each item and area after AI generation Under Review or Reviewing - user sets this to alert team (or themselves at a future point) Needs Revision — user knows the line item is wrong and is flagging it to be corrected at a future point Reviewed — line item (or area) is correct and doesn’t need any more review Ideally, the UX would allow the user to multi-select and change the status for N items at a time.

Jeff King 3 days ago

2

Add Vendor/Supplier/Sub column to estimate table

it would be great if there were a column (or set of cols, though I think you could probably get away with one abstracted, multi-purpose column) which specified The name of the Vendor or Supplier of the material line item so I can remember where or who to go back to when there’s a change, for example. Assume there are instances where not every material item is going to be in a catalog, for example. The name of the sub performing the labor, so I can cross-reference it with sub bids and make sure that their bid includes all of the task line items in the estimate (and scope)

Jeff King 3 days ago

Better Notation of Documents

Each Document created should have a clear time of when the doc was created when looking at the list of documents from the project page as well as some other document legend when open the legend similar to the activity details on the project. I can only see the date I cannot tell which time a doc was created without opening the chat and scrolling to see the time. There is also not a good way to report or identify a document like you have project and est and invoice numbers - documents should have an identifier as well in the event the AI makes a duplicate document on the same day its hard to distinguish

Jeff King 9 days ago