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.
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.
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.
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?
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.
Separate Budgets - Multi Estimate Projects
Currently, when a project includes multiple jobs scheduled at different times, all associated costs appear to be combined into one overall project budget. We would like the ability to track and manage costs separately for each individual job within a project, including labor, materials, and other expenses. This would allow us to: View a detailed budget breakdown for each job. Track labor, material, and other expenses independently. Compare estimated versus actual costs at the individual job level. Maintain an overall project budget that consolidates costs across all jobs. Desired Functionality: The ability to create and manage separate job-level budgets within a single project while still maintaining a consolidated view of the total project budget. This would be especially valuable for projects with multiple phases or jobs performed at different times, making it easier to track profitability and control costs for each job independently.
Expense Creation in Zapier
Please add a "Create Expense" action to the Handoff Zapier integration. This would allow contractors to automatically log job expenses into Handoff from third-party tools such as receipt scanners, spreadsheets, email parsers, or accounting software. Key fields needed: Project, Expense Title/Description, Amount, Date, Cost Category/Type, Vendor, and Receipt/Attachment.
Copy Paste Possibility
I use handy probably 40 to 50 to 100 times daily. Any time I need to paste something into handy, which is 90% of the time the only options for me is to actually choose a file or choose a picture. It would save me a ton of time and energy if I would be able to copy and paste something into handy instead of having to actually select it through the drop-down menu. Especially on my phone. I'm on iPhone and I believe I cannot do it on my MacBook either. Would there be a way where you guys could allow me to just simply copy and paste documents or files or screenshots or pictures into handy without having to selected through a menu? That would save me so much time because now every time I have to save a screenshot on my phone and then I have to select it in handy. That would be a game changer for me.
An actual app for the client portal
Out of 10 appointments at least half of my appointments customers and prospect. Customers are asking me how to download the app. It's kinda like a bummer or a little bit of a turnoff for the customer When I tell them, we don't have an app for the customer to use. And that the portal is only web-based. I highly believe that having an app for solely for a customer to use would be highly beneficial and would help increase Business overall. Even though I mentioned this during some teams calls with your team but I feel like through this email things get done quick or quicker. Just trying to see if we can make this better for the customer experience.
CashApp, Venmo, or PayPal as options to offer clients to pay for invoices
I'd like to suggest having these modes of payments as options to offer clients in paying for their invoices.
Completed
Language localization in Handoff Client Portal
I've had some customers that barely speak any English. It would be awesome. If you guys can see if Handoff could make the portal in Spanish for Customer that only speak Spanish or very bad English.
Planned
Materials Purchasing
Once your client approves a proposal, getting materials ordered usually means rebuilding the list somewhere else, going back and forth with suppliers, and chasing receipts afterward. We're working on bringing materials purchasing into Handoff. Order what each job needs directly from your approved estimates, keep track of what's been bought, and see your purchases reflected on the job.
Planned
Additional Edit Abilities for Approved Time Entries (location, budgets)
I understand that time entries have to be approved before the labor hours apply to the project budget. That part makes sense. The problem is what happens after approval. If an entry has a mistake, like the wrong location or the wrong cost category, I can't fix it as an admin. The system tells me to submit a ticket to get it corrected. I've worked with a lot of construction software, and every platform I've used lets an admin edit an approved time entry. Mistakes happen in the field all the time. Submitting a ticket for every correction isn't workable, and until it's fixed, our job costing is wrong. If Handoff is going to be our project management and customer budget tool, I need to be able to make these corrections myself.
Automatically Set Sales Tax Based on the Address/Location of the Estimate
Hi, we would like to formally request a feature that sales tax rate should be adjusted depending on the location of the project not based of the default preset. This would truly help us a lot since adjusting every estimate can be sometimes confusing.
Export Budget Lists with Group Totals only
Add an option to export a budget summary that shows aggregated category totals instead of all line items. This will give a shorter, easier-to-read document for big projects.
Hide the archived projects list
The option of hiding the Archived column in the Projects Dashboard, without having to delete all archived projects
Project Modifications
Be able to remove things on a project profile that you don’t use (ie. schedule, sub portal, etc)
Contacts Associate With Each Account
Be able to assign multiple emails or phone numbers to a project (ie. Husband and Wife who are handling different portions of the job).
Separate Archived folder for each project, where archived jobs can be moved and stored separately from active/current jobs
The user would like a separate Archived folder for each project, where archived jobs can be moved and stored separately from active/current jobs. Archived jobs should no longer appear in the main project view by default.
color-coding the boxes inside a project (Estimates, Documents, Daily Logs, etc.)
color-coding the boxes inside a project (Estimates, Documents, Daily Logs, etc.) for faster recognition in bright sun
Time Tracking: Allow logging Vacation, Sick Time, and Holiday hours
We need the ability for employees to log paid time off by type directly in Time Tracking — specifically Vacation, Sick Time, and Holiday. We pay employees for these types of time off and currently there is no way to record them in the system. This makes it impossible to get accurate weekly payroll data from Time Tracking alone.
Time Tracking: Weekly summary view showing total hours per employee
We need a view in Time Tracking that lists all employees and shows the total hours each person worked for the week. Right now we have to filter time entries one by one for each employee, which is very time-consuming when managing multiple staff members. A weekly summary table would make payroll review much faster.
Data backup and recovery for contractor accounts
Prospects migrating from other tools (e.g. Contractor Plus) specifically ask about data backup and recovery. We need a way for contractors to export or restore their Handoff data in case of loss. Today, files are soft-deleted with S3 recovery possible internally — but there is no user-facing backup or export feature.
Require subs to submit a daily log before marking a schedule phase as complete
I assign subs to phases in my project schedule. When they tap "Done" to mark the phase complete, I want to be able to require them to submit a daily log first — otherwise they can close the phase with zero documentation. Having this as an optional toggle per phase would be ideal. It keeps subs accountable and ensures I have a record of what was done before the phase is officially marked complete.
Completed
Let subs submit a daily log without requiring them to clock in and out
I pay my subs a flat rate — not by the hour — so requiring them to clock in and out before they can submit a daily log adds friction that does not apply to my workflow. I would love the ability to require subs to complete a daily log without tying it to a clock-in/clock-out action. The extra steps slow them down for no reason when time tracking is not relevant to how I pay them.