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 about 1 year ago

May 19

In the future, this transition will allow Handoff to store project photos, project notes, project drawings, change orders, material lists, and similar documents in 1 place.

Justin Watkins over 1 year ago

May 19

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

Jan 31

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 almost 2 years ago

May 19

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 about 2 years ago

3

May 19

Project Management

make the schedule when approved by client auto schedule wile working with other scheduled projects.

Jeff Gallob 4 days ago

currently I need to download my movies from the photo app and then import them into handoff. It would be very convenient to be able to drag them directly from the photo app. Currently when I do it imports them as a static jpg file. These are all videos shot on an iphone during customer walkthroughs used to create estimates.

Ethan Forns 7 days ago

I need to define specific details about some products and services for the AI reference when scoping. For example, some paints we use cover 100 square feet and others cover 400 square feet. When I do this in the rate description, it gets included on the proposal. I would like to include a customer facing description and an internal estimator description.

Josiah Phillips 8 days ago

Allow users to enable or disable credit card payments on individual invoices instead of applying a global setting. This gives businesses flexibility to accept card payments only for projects where processing fees are acceptable.

Minh Nguyen 8 days ago

Display payment reference details, such as check numbers or transaction references, wherever payment information is shown. Users should not lose access to these details after recording a payment, as they are essential for bookkeeping and reconciliation.

Minh Nguyen 8 days ago

Provide an option to automatically generate an invoice for the remaining outstanding balance instead of requiring users to calculate percentages or follow a predefined payment schedule. This accommodates real-world payment scenarios where customers pay unexpected amounts.

Minh Nguyen 8 days ago

Allow business owners to log payments on invoices regardless of whether the customer has formally been sent the invoice. Customers can still review the invoice afterward, but payment recording should not be blocked by the approval workflow.

Minh Nguyen 8 days ago

Automatically update the invoice status based on recorded payments. If the full invoice amount is logged, the status should change to Paid; if only a portion is logged, it should display Partially Paid, eliminating the need for users to manually mark invoices as paid.

Minh Nguyen 8 days ago

Allow users to record partial payments against an invoice and automatically update the remaining balance. The invoice should clearly display the original amount, amount paid, and outstanding balance without requiring manual calculations or invoice modifications.

Minh Nguyen 8 days ago

Please allow for the project name to be altered on the schedule. It’s too difficult to read and understand the schedule when listings are by "PRJXXX” instead of the title we give the project.

Polocrw9 8 days ago

need to be able to have more than 5 team members with pro subscription.

Jeff Gallob 9 days ago

I love the Gantt chart available inside of the project schedule and would like the ability to have it show in blocks of time. For example, task 1 has 10 hours allotted with two employees completing the task. Work starts at 7:30am, so this should be completed by 12:30pm. The block would state Task 1 7:30am-12:30pm. Then knowing we schedule 10 hour days the next interdependent task will then directly pick up. For this example, it takes 50 hours. The next time block for the remainder of this day would read Task 2 12:30pm-6:00pm (Note: an option for lunch should be given to select. As this is non-work time that needs to reflect on the schedule if we are to be sharing this with the employee). So on and so forth. Then the Global Calendar view could layer these tasks for each project on the say day without having to breakdown to the hourly level, thus cluttering the calendar. I would, also, like to get a team view Gantt Chart. Whether the employee does or doesn’t have a seat in the app. I want the ability to schedule them for project tasks and see their availability for future project tasks. Also, I want to be able to look at tasks in the project view and readily see unassigned tasks, click the task on the Gantt, click to assign employees, and have it identify who is available. I recognize all the updates your team is completing and understand this product is still in its infancy. Your work is appreciated. Thank you for all you do.

Kevin Martin 11 days ago

Enable customers to connect Handoff to their other business tools via API, giving contractors the ability to build custom integrations and automate flows.

Nicole Szychta Chiroli 13 days ago

4

I was hoping that you would consider in the future to make a DocuSign like ability to be able to have a customer initial multiple locations and signed at multiple locations whether it be a approving a list of materials or if I was importing a document that I needed to sign in more than one location this was certainly helped a contractor continue on a one Stop shopping experience

Bob Sandler 15 days ago

1

I want to be able to invite my client's accountant to the Client Portal, but restrict what they can see to invoices only — not proposals, daily logs, files, schedules, or anything else. Right now there's no way to set per-invitee permissions in the portal. Everyone who gets invited sees the same things. I need a way to give someone view-only access limited to a specific section (invoices in this case). "Would also invite their accountant to the clients portal but only wants that accountant to view invoices not everything else, so view/limit permission access for invitees to portals."

David Ahrens 16 days ago

I often send 5–10 invoices back to back on the same project. Right now each invoice is a separate link, so my client has to open and pay each one individually. I need a way to bundle multiple invoices into a single consolidated statement and give my client one link to pay the full balance at once online. This would save a ton of back-and-forth, especially on larger projects where I'm billing in stages. "Does not have to send out 5–10 different invoices separately back to back and provide the client the option to pay all at once online."

David Ahrens 16 days ago

Post-Financing Guardrails: Automated Lien Waivers & Subcontractor Compliance Add tools to protect contractors from legal and financial risk after a project is funded. Specifically, automate Lien Waiver collection during payouts and track Subcontractor Insurance (COI) expiration dates. Once a project is financed, contractors face huge liability if they pay an uninsured subcontractor, or if a sub fails to sign a lien waiver (which can lead to legal liens against the property). Right now, users have to track this outside of Handoff. Competitors like KonstructIQ use these financial guardrails to win over compliance-heavy builders.

Emerson Ayala 16 days ago

Right now, to delete a contact I have to go back to the full contact list, find the contact, and use the 3-dot menu. I want to be able to delete a contact directly from the contact details page without navigating away. This would make duplicate cleanup much faster.

Sofia Herrera 16 days ago

I need to see the client email address directly in the contact list view, without having to click into each individual contact. This would help me quickly identify duplicates, verify contact info, and keep my list clean — all without extra clicks.

Sofia Herrera 16 days ago

Customer Retention, Warranty Management & Recurring Service Platform I would like to propose the development of Handoff Warranty & Service Hub™, a customer-facing platform designed to help contractors manage warranties, service requests, maintenance programs, and long-term customer relationships. The purpose of this feature is to extend the customer experience beyond project completion and transform one-time remodeling customers into long-term clients. Most contractors complete a project, collect final payment, and lose communication with the customer. As a result, warranty requests become disorganized, service opportunities are missed, and future remodeling projects often go to competitors. Warranty & Service Hub creates a centralized customer care platform that remains active long after construction is complete. The Problem Most contractors face several challenges after project completion: Warranty requests arrive through text messages Warranty documentation is difficult to track Service requests are disorganized Customers forget warranty coverage details No structured maintenance programs exist Contractors lose contact with past customers Referral opportunities are missed Future project opportunities are lost Most remodeling companies have no system to maintain customer relationships after project closeout. Proposed Solution Handoff Warranty & Service Hub™ A dedicated client portal experience that allows homeowners to: View warranty information Submit service requests Upload photos Schedule service visits Access project records Track maintenance recommendations Enroll in service plans Communicate with contractors All within the Handoff ecosystem. Client Portal Integration New Client Portal Section: Warranty & Service Located alongside: Project Overview Messages Schedule Selections Documents Payments Financing Options This ensures customers always know where to go when support is needed. Warranty Dashboard Homeowners immediately see: Active Warranty Status Coverage Dates Warranty Type Coverage Terms Remaining Coverage Period Example: Kitchen Remodel Warranty Status: Active Coverage: 7-Year Limited Warranty Expiration: May 15, 2031 Service Request Center Customers can submit service requests directly through the portal. Examples: Cabinet adjustment Caulking concerns Door alignment Paint touch-ups Fixture issues Warranty claims Each request includes: Description Photos Priority Level Requested Appointment Date Status Tracking Service Request Workflow Customer submits request ↓ Contractor notified ↓ Review request ↓ Schedule service ↓ Complete work ↓ Close ticket ↓ Collect feedback Everything remains documented. Photo Upload & Documentation Customers can upload: Photos Videos Documents This improves communication and reduces unnecessary site visits. AI Warranty Assistant™ Future Integration AI analyzes submitted photos. Examples: Caulking Separation Paint Settlement Cracks Door Alignment Issues Grout Deterioration Fixture Problems AI provides: Possible Cause Coverage Recommendation Suggested Resolution Service Priority Maintenance Recommendations The system automatically provides maintenance guidance. Examples: Quarterly Inspect caulking Clean shower glass Inspect weather seals Annual Cabinet adjustment inspection Plumbing fixture inspection Exterior maintenance review This helps homeowners protect their investment. Maintenance Membership Plans Contractors can offer recurring maintenance programs. Example: Remodel Protection Plan™ $49/month Includes: Annual maintenance visit Priority scheduling Warranty tracking Minor adjustments Discounted service rates Extended support benefits This creates recurring revenue opportunities. Service Scheduling Customers can: Request Appointments View Upcoming Visits Confirm Appointments Receive Notifications Track Service Status All directly through the portal. Service History Homeowners can access: Completed Service Requests Previous Warranty Claims Maintenance Visits Photos Project Records This creates a complete project history. AI Customer Re-Engagement The system identifies future opportunities. Examples: Bathroom Remodel Completed: 2 Years Ago Suggested Campaign: Ready to remodel your kitchen? Kitchen Remodel Completed: 5 Years Ago Suggested Campaign: Schedule your annual maintenance inspection. Contractor Dashboard Contractors gain visibility into: Open Warranty Requests Service Tickets Maintenance Memberships Upcoming Service Visits Customer Retention Metrics Recurring Revenue Opportunities Integration with Existing Handoff Modules Warranty & Service Hub integrates with: Client Portal™ Handoff Network™ Marketing Engine™ AI Business Advisor™ Financial Intelligence™ AI Sales Intelligence™ This creates a complete customer lifecycle experience. Benefits for Contractors Improved Customer Retention Better Warranty Management Reduced Administrative Work Recurring Revenue Opportunities Increased Referrals Stronger Customer Relationships Better Documentation Benefits for Homeowners Easy Access to Warranty Information Faster Service Requests Centralized Project Records Maintenance Guidance Improved Communication Long-Term Support Benefits for Handoff Increased Platform Engagement Higher Customer Retention Additional Premium Revenue Opportunities Strong Competitive Advantage Expanded Customer Lifecycle Management Long-Term Vision Warranty & Service Hub transforms project completion into the beginning of a long-term customer relationship. Instead of losing contact with homeowners after final payment, contractors maintain an ongoing connection through warranty management, maintenance services, support requests, and future project opportunities. This creates a stronger experience for homeowners while generating recurring revenue and repeat business for contractors. The construction process should not end when a project is completed. By creating Handoff Warranty & Service Hub™, Handoff can provide contractors and homeowners with a centralized platform for warranty management, service requests, maintenance programs, and long-term customer engagement. This feature extends the value of every completed project while helping contractors build stronger customer relationships and more sustainable businesses.

Steven Jackson 18 days ago

1