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 about 1 year ago
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 about 1 year ago
Pinned
Completed
Projects feature - store all estimates, invoices, proposals in 1 place
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
Pinned
Completed
Projects feature - store all estimates, invoices, proposals in 1 place
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
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
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 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 almost 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 about 2 years ago
Project Management
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 about 2 years ago
Project Management
Presaved videos to be used on walkthroughs/daily logs
Have the ability to use pre-recorded videos to produce walkthroughs and Daily Logs Currently we can only use videos recorded with the feature

Urik about 14 hours ago
Presaved videos to be used on walkthroughs/daily logs
Have the ability to use pre-recorded videos to produce walkthroughs and Daily Logs Currently we can only use videos recorded with the feature

Urik about 14 hours ago
Add Categories for Rates
an “equipment/rentals” category in estimates to separately bill machinery hours from labor and materials.

Jared Carter about 15 hours ago
Add Categories for Rates
an “equipment/rentals” category in estimates to separately bill machinery hours from labor and materials.

Jared Carter about 15 hours ago
Tax Handling
In Buildertrend I can input, tax rates for all of the areas I work in. Based on the address identified in every job, it then ties back to the proper tax rates, and so all I have to do to track that is just monitor, hey, on these quarterly period. Let's check every quarter, January one, April one. Did any of the sales tax rate shifted? If they did, I can change it in one master spot, and it farms its way out to every job, which means all real time invoicing payments, tax documentation, etcetera, is updated appropriately. Today I have to adjust taxes manually in Handoff since I live in area where there is varying taxes depending on location so I cannot use the default tax field under presets

Matt Hoffmann about 18 hours ago
Tax Handling
In Buildertrend I can input, tax rates for all of the areas I work in. Based on the address identified in every job, it then ties back to the proper tax rates, and so all I have to do to track that is just monitor, hey, on these quarterly period. Let's check every quarter, January one, April one. Did any of the sales tax rate shifted? If they did, I can change it in one master spot, and it farms its way out to every job, which means all real time invoicing payments, tax documentation, etcetera, is updated appropriately. Today I have to adjust taxes manually in Handoff since I live in area where there is varying taxes depending on location so I cannot use the default tax field under presets

Matt Hoffmann about 18 hours ago
Time Tracking & Field Operations
Need time tracking by job, which is important, and then the added layer on top of that is I can put geofences around each job, which from a user experience enable me to get automatically notified or just periodically, you know, sort of assess what's actually happening.

Matt Hoffmann about 18 hours ago
Time Tracking & Field Operations
Need time tracking by job, which is important, and then the added layer on top of that is I can put geofences around each job, which from a user experience enable me to get automatically notified or just periodically, you know, sort of assess what's actually happening.

Matt Hoffmann about 18 hours ago
reminders, countdowns, and due dates for subs
I rely on maybe 20 subs for every job, which means I might have 3 or 4 in each category that are actually bidding even though I end up with so I might be farming documents out to 80 different companies to to create an estimate, Trying to manage all of that by email individually uploading and downloading very challenging, and the additional functionality Buildertrend has that I I think is a small programming improvement, but super useful for us is when I send it out, I can say, I can put in settings that say, hey, X Roofing. This bid is due by May one, and builder trend, I'm gonna set to remind you two weeks out, 7 days out, 6 days out, 5 days out, and so all of that automatic countdown and reminder to you, you haven't been through the 7 goats construction in 4 days. If I had to do that manually, either it wouldn't get get done because it's a ton of brainless work, and when it doesn't get done, a lot of contractors just don't respond on time. They've got other priorities. They forget.

Matt Hoffmann about 18 hours ago
reminders, countdowns, and due dates for subs
I rely on maybe 20 subs for every job, which means I might have 3 or 4 in each category that are actually bidding even though I end up with so I might be farming documents out to 80 different companies to to create an estimate, Trying to manage all of that by email individually uploading and downloading very challenging, and the additional functionality Buildertrend has that I I think is a small programming improvement, but super useful for us is when I send it out, I can say, I can put in settings that say, hey, X Roofing. This bid is due by May one, and builder trend, I'm gonna set to remind you two weeks out, 7 days out, 6 days out, 5 days out, and so all of that automatic countdown and reminder to you, you haven't been through the 7 goats construction in 4 days. If I had to do that manually, either it wouldn't get get done because it's a ton of brainless work, and when it doesn't get done, a lot of contractors just don't respond on time. They've got other priorities. They forget.

Matt Hoffmann about 18 hours ago
Subcontractor Bidding Workflow
I self perform, meaning my employees perform 5% or less than all of our work. 95% of it is subcontracted. I need to be in the details of estimating for about 5% of things and then coordinate the big picture. I rely a lot on I've got a farm out bid packages, and then I'll receive, for example, electrical estimates from 4 different guys and be able to plug that into my bid. At present in builder trend, I can send out a scope to multiple subs at once and they can get me their price back. So I can log back in two weeks later and go, oh, look. I've got bids here from all. I can, manipulate them in some ways and then say, I'm selecting x sub. Boom, and it just imports their price to my estimate.

Matt Hoffmann about 18 hours ago
Subcontractor Bidding Workflow
I self perform, meaning my employees perform 5% or less than all of our work. 95% of it is subcontracted. I need to be in the details of estimating for about 5% of things and then coordinate the big picture. I rely a lot on I've got a farm out bid packages, and then I'll receive, for example, electrical estimates from 4 different guys and be able to plug that into my bid. At present in builder trend, I can send out a scope to multiple subs at once and they can get me their price back. So I can log back in two weeks later and go, oh, look. I've got bids here from all. I can, manipulate them in some ways and then say, I'm selecting x sub. Boom, and it just imports their price to my estimate.

Matt Hoffmann about 18 hours ago
Cost Codes and Cost Categories
from my point of view, the cost code is ultra significant in managing a construction business. Cost category being the element that sits above cost codes. Just for clear cost category could be, you know, framing and lumber, and the cost codes beneath that would be, you know, lumber for walls, lumber for roofs, labor for walls, etcetera. If if you're working with, I'll call them elementary level GCs builders who don't have tons of experience and aren't running a big business, they can get away with doing estimating however the hell they want. But the bigger you get, you've gotta have some very organized structure, not just that you can estimate, but so that then throughout the progress of your jobs, you can easily determine, am I running over what I estimated, under what I estimated? It's so that you can make intelligent decisions along the way to not entirely blow your budget. Until you guys have that cost category, cost code, or something very similar built in, it would be really hard for larger, more organized builders to fully engage with this.

Matt Hoffmann about 18 hours ago
Cost Codes and Cost Categories
from my point of view, the cost code is ultra significant in managing a construction business. Cost category being the element that sits above cost codes. Just for clear cost category could be, you know, framing and lumber, and the cost codes beneath that would be, you know, lumber for walls, lumber for roofs, labor for walls, etcetera. If if you're working with, I'll call them elementary level GCs builders who don't have tons of experience and aren't running a big business, they can get away with doing estimating however the hell they want. But the bigger you get, you've gotta have some very organized structure, not just that you can estimate, but so that then throughout the progress of your jobs, you can easily determine, am I running over what I estimated, under what I estimated? It's so that you can make intelligent decisions along the way to not entirely blow your budget. Until you guys have that cost category, cost code, or something very similar built in, it would be really hard for larger, more organized builders to fully engage with this.

Matt Hoffmann about 18 hours ago
API ACCESS FOR CLAUDE
I run a pretty sophisticated workflow with Claude AI, and if Handoff had API access, I could bridge the gap between your platform and the way I actually run my business. Without it, I can’t see a path to full adoption.

Abel Jimenez about 20 hours ago
API ACCESS FOR CLAUDE
I run a pretty sophisticated workflow with Claude AI, and if Handoff had API access, I could bridge the gap between your platform and the way I actually run my business. Without it, I can’t see a path to full adoption.

Abel Jimenez about 20 hours ago
I am still learning alot when it comes to the using the handoff program but have one suggestion for the designers. It would be very helpful since most contractors require a deposit to start a job to allow the customer to pay a partial payment or deposit amount using ach or debit cards. This would be most efficient since then the contractor would not have to wait to have a check mailed.

Kisha Butler about 21 hours ago
I am still learning alot when it comes to the using the handoff program but have one suggestion for the designers. It would be very helpful since most contractors require a deposit to start a job to allow the customer to pay a partial payment or deposit amount using ach or debit cards. This would be most efficient since then the contractor would not have to wait to have a check mailed.

Kisha Butler about 21 hours ago
Global Calendar
Global calendar needs functionality in display. Showing only the project name does not help for my company. It should be able to show the Project Title that we’ve attributed to it so we can better understand the listing. Additionally, is this coming to the app? It would be very VERY helpful for employees to see where they’re supposed to be and what they’re supposed to be doing.

Polocrw9 1 day ago
Global Calendar
Global calendar needs functionality in display. Showing only the project name does not help for my company. It should be able to show the Project Title that we’ve attributed to it so we can better understand the listing. Additionally, is this coming to the app? It would be very VERY helpful for employees to see where they’re supposed to be and what they’re supposed to be doing.

Polocrw9 1 day ago
CONTRACTOR DEDICATED PLACE FOR INTERNAL/COMPANY RESOURCES
There is no native SOP module, template library organized by role, or structured space for internal operational documents that sits separately from client-facing project files. As a result, MM&I Remodeling has built its entire internal operations infrastructure — crew work orders, role SOPs, performance bonus structures, rate calculators, quality standards, and bid request templates — inside a manually created internal project titled "MM&I Remodeling — Internal Operations." This project exists solely because there was no designated place for these documents within the platform's native structure. This is a functional workaround, not a designed solution. It works because MM&I invested the time to build it. Most contractors will not — and will either skip the documentation entirely or keep it in disconnected files outside the platform. A dedicated internal operations space — separate from client projects, accessible to the owner and designated team members, organized by document type — would serve every contractor on the platform and eliminate the need for this kind of manual workaround. This is one feature gap that can be confirmed with certainty: it does not currently exist in Handoff as a native function.

Piotr Pawlowski 2 days ago
CONTRACTOR DEDICATED PLACE FOR INTERNAL/COMPANY RESOURCES
There is no native SOP module, template library organized by role, or structured space for internal operational documents that sits separately from client-facing project files. As a result, MM&I Remodeling has built its entire internal operations infrastructure — crew work orders, role SOPs, performance bonus structures, rate calculators, quality standards, and bid request templates — inside a manually created internal project titled "MM&I Remodeling — Internal Operations." This project exists solely because there was no designated place for these documents within the platform's native structure. This is a functional workaround, not a designed solution. It works because MM&I invested the time to build it. Most contractors will not — and will either skip the documentation entirely or keep it in disconnected files outside the platform. A dedicated internal operations space — separate from client projects, accessible to the owner and designated team members, organized by document type — would serve every contractor on the platform and eliminate the need for this kind of manual workaround. This is one feature gap that can be confirmed with certainty: it does not currently exist in Handoff as a native function.

Piotr Pawlowski 2 days ago
AUTOMATIC REFERRAL & CONTRIBUTION RECOGNITION
What I need: Automatic tracking of referrals and feature contributions without requiring the user to manually claim recognition. Why it matters: Requiring users to manually claim recognition for referrals or implemented ideas defeats the purpose of an ambassador or affiliate program. Automatic tracking creates a self-reinforcing loop of platform evangelism. Suggested implementation: Automatic affiliate link tracking with real-time dashboard. Feature request portal tied to the user's account — when a submitted feature is implemented, the contributing user receives automatic notification, early access, or account credit.

Piotr Pawlowski 2 days ago
AUTOMATIC REFERRAL & CONTRIBUTION RECOGNITION
What I need: Automatic tracking of referrals and feature contributions without requiring the user to manually claim recognition. Why it matters: Requiring users to manually claim recognition for referrals or implemented ideas defeats the purpose of an ambassador or affiliate program. Automatic tracking creates a self-reinforcing loop of platform evangelism. Suggested implementation: Automatic affiliate link tracking with real-time dashboard. Feature request portal tied to the user's account — when a submitted feature is implemented, the contributing user receives automatic notification, early access, or account credit.

Piotr Pawlowski 2 days ago
Verified Local Trade Network & Live Bid Engine for Sub Work
This is not a contractor directory. This is a bid engine built on data that already exists inside the platform. Every contractor currently using Handoff has price point presets, markup structures, scope preferences, and trade-specific rates already loaded into their account. That data is sitting idle beyond their own projects. A verified local trade network would activate it. The concept: a general contractor submits a scope of work through the platform. The system matches it to verified local subcontractors and specialty trades in the area — all existing Handoff users — and returns real, preset-based numbers within seconds. Not ballpark estimates. Not phone calls. Not three-day delays. Actual pricing based on that specific contractor's configured rates, pulled automatically from their existing preset data. A previous version of this concept was attempted through third-party platforms but fell short due to system glitches and lack of integration. The difference here is that Handoff already holds the data. No new data entry is required. The infrastructure exists — it only needs to be connected. Why this is a significant market differentiator: Cuts bidding time from days to seconds Reduces cost and delay for GCs, subs, and clients simultaneously Creates a referral and collaboration engine between verified platform users Increases platform stickiness — contractors stay because their network is here Generates a compounding network effect: more users means more accurate, faster bids for everyone Handoff becomes the operating system for the entire project team, not just the GC No other platform currently offers this efficiently. This is a power tool — and it is already halfway built.

Piotr Pawlowski 2 days ago
Verified Local Trade Network & Live Bid Engine for Sub Work
This is not a contractor directory. This is a bid engine built on data that already exists inside the platform. Every contractor currently using Handoff has price point presets, markup structures, scope preferences, and trade-specific rates already loaded into their account. That data is sitting idle beyond their own projects. A verified local trade network would activate it. The concept: a general contractor submits a scope of work through the platform. The system matches it to verified local subcontractors and specialty trades in the area — all existing Handoff users — and returns real, preset-based numbers within seconds. Not ballpark estimates. Not phone calls. Not three-day delays. Actual pricing based on that specific contractor's configured rates, pulled automatically from their existing preset data. A previous version of this concept was attempted through third-party platforms but fell short due to system glitches and lack of integration. The difference here is that Handoff already holds the data. No new data entry is required. The infrastructure exists — it only needs to be connected. Why this is a significant market differentiator: Cuts bidding time from days to seconds Reduces cost and delay for GCs, subs, and clients simultaneously Creates a referral and collaboration engine between verified platform users Increases platform stickiness — contractors stay because their network is here Generates a compounding network effect: more users means more accurate, faster bids for everyone Handoff becomes the operating system for the entire project team, not just the GC No other platform currently offers this efficiently. This is a power tool — and it is already halfway built.

Piotr Pawlowski 2 days ago
AUTO EXPIRE PROJECT-BASED TEMPORARY ACCESS
What I need: The ability to invite a team member or subcontractor to a specific project for a defined time period, with access auto-expiring at project completion. Why it matters: Subcontractors are project-specific. The current model requires manually adding and removing seat access between jobs. For a company working with 5–8 subcontractors per year across 15–20 projects, this friction compounds fast and creates real risk of former subs retaining access to active project data. Suggested implementation: When inviting a team member, option to set access as "This Project Only" with an optional expiration date. Access auto-revokes at project end. No manual removal required.

Piotr Pawlowski 2 days ago
AUTO EXPIRE PROJECT-BASED TEMPORARY ACCESS
What I need: The ability to invite a team member or subcontractor to a specific project for a defined time period, with access auto-expiring at project completion. Why it matters: Subcontractors are project-specific. The current model requires manually adding and removing seat access between jobs. For a company working with 5–8 subcontractors per year across 15–20 projects, this friction compounds fast and creates real risk of former subs retaining access to active project data. Suggested implementation: When inviting a team member, option to set access as "This Project Only" with an optional expiration date. Access auto-revokes at project end. No manual removal required.

Piotr Pawlowski 2 days ago
FREE VIEW-ONLY FIELD ACCESS TIER
What I need: A free or significantly reduced access tier for crew members and subcontractors who only need to view their assigned documents, schedule, and daily logs. Why it matters: The current math does not work for small crews. Pro plan: $299/month 4 crew members at $20/seat: $80/month 3 regular subs at $20/seat: $60/month Total: $439/month — $5,268/year A helper who needs to see his work order and the day's schedule does not need estimating or invoicing access. Charging full seat price for view-only field access is a barrier to platform adoption and is actively pushing contractors back to free text group chats — the exact fragmentation Handoff is designed to solve. Suggested implementation: Free "Field View" role — can view assigned project documents, schedule, and daily logs; can upload photos to daily logs only; cannot create or edit estimates, invoices, or proposals.

Piotr Pawlowski 2 days ago
FREE VIEW-ONLY FIELD ACCESS TIER
What I need: A free or significantly reduced access tier for crew members and subcontractors who only need to view their assigned documents, schedule, and daily logs. Why it matters: The current math does not work for small crews. Pro plan: $299/month 4 crew members at $20/seat: $80/month 3 regular subs at $20/seat: $60/month Total: $439/month — $5,268/year A helper who needs to see his work order and the day's schedule does not need estimating or invoicing access. Charging full seat price for view-only field access is a barrier to platform adoption and is actively pushing contractors back to free text group chats — the exact fragmentation Handoff is designed to solve. Suggested implementation: Free "Field View" role — can view assigned project documents, schedule, and daily logs; can upload photos to daily logs only; cannot create or edit estimates, invoices, or proposals.

Piotr Pawlowski 2 days ago
GPS CREW ARRIVAL & DEPARTURE NOTIFICATION
Priority: HIGH What I need: A simple geofence-based notification that logs when a crew member arrives at and departs from a job site. Not a complex time card system — just a location ping per crew member per project. Why it matters: MM&I operates a performance-based bonus structure tied directly to hours worked. Without reliable arrival and departure data, proportional bonuses cannot be calculated fairly, attendance cannot be verified, and crew cannot be held accountable to the policies in their work orders. A simple arrived/departed notification is sufficient — it trains crew responsibility and time accountability without surveillance. Suggested implementation: Mobile app geofence trigger → logs time in/time out per crew member per assigned project → feeds into project activity feed → PM receives notification.

Piotr Pawlowski 2 days ago
GPS CREW ARRIVAL & DEPARTURE NOTIFICATION
Priority: HIGH What I need: A simple geofence-based notification that logs when a crew member arrives at and departs from a job site. Not a complex time card system — just a location ping per crew member per project. Why it matters: MM&I operates a performance-based bonus structure tied directly to hours worked. Without reliable arrival and departure data, proportional bonuses cannot be calculated fairly, attendance cannot be verified, and crew cannot be held accountable to the policies in their work orders. A simple arrived/departed notification is sufficient — it trains crew responsibility and time accountability without surveillance. Suggested implementation: Mobile app geofence trigger → logs time in/time out per crew member per assigned project → feeds into project activity feed → PM receives notification.

Piotr Pawlowski 2 days ago
Proposal to Contract
I have a fairly robust contract and would like to have it inserted as a template and then Handoff to fill it in with proper client/project information and electronically sign. I don’t think replacing my contract with a proposal is what I want to do. Would like to have another contract document with legal jargon and such.

Eric Jackson 2 days ago
Proposal to Contract
I have a fairly robust contract and would like to have it inserted as a template and then Handoff to fill it in with proper client/project information and electronically sign. I don’t think replacing my contract with a proposal is what I want to do. Would like to have another contract document with legal jargon and such.

Eric Jackson 2 days ago
QBO Estimate Integration
When exporting estimates to QuickBooks, I'd like the ability to map Handoff line items to my existing QuickBooks Products & Services list and custom categories, rather than having them come over as generic items.

Eric Jackson 2 days ago
QBO Estimate Integration
When exporting estimates to QuickBooks, I'd like the ability to map Handoff line items to my existing QuickBooks Products & Services list and custom categories, rather than having them come over as generic items.

Eric Jackson 2 days ago
employee/resource view calendar view in scheduling feature
User wants an employee/resource view calendar in the Scheduling feature. Instead of filtering by individual assignee, he wants to see all employees simultaneously in a grid layout — employees listed in rows/columns on one axis and dates on the other — so he can quickly see who is free and when. This would help him assign work based on skill availability without having to filter to each employee one at a time. Essentially, a "resource view" or "team capacity view" as opposed to the current project-centric calendar view.

Kevin Martin 3 days ago
employee/resource view calendar view in scheduling feature
User wants an employee/resource view calendar in the Scheduling feature. Instead of filtering by individual assignee, he wants to see all employees simultaneously in a grid layout — employees listed in rows/columns on one axis and dates on the other — so he can quickly see who is free and when. This would help him assign work based on skill availability without having to filter to each employee one at a time. Essentially, a "resource view" or "team capacity view" as opposed to the current project-centric calendar view.

Kevin Martin 3 days ago
Project Value improvement
If an estimate is not approved and archived, it should be excluded from the project value. You wouldn’t archive an unapproved estimate unless it wasn’t getting approved but you still may want to reference it some day for another project or future proposed changes of scope.

Douglas Shaw 6 days ago
Project Value improvement
If an estimate is not approved and archived, it should be excluded from the project value. You wouldn’t archive an unapproved estimate unless it wasn’t getting approved but you still may want to reference it some day for another project or future proposed changes of scope.

Douglas Shaw 6 days ago