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
Proposal Integrity Risks Caused by Non-Synced Project Data
Proposal integrity, workflow efficiency, and project data syncing should be a much higher priority on the roadmap. I’ve spent well over an hour today manually reviewing and correcting proposal errors caused by project information not syncing consistently across the platform. The estimate header, Scope of Work body, project metadata, and previously generated AI text can all pull conflicting information from different sources, including prior projects. For contractors sending real commercial proposals, this creates unnecessary time waste, workflow inefficiency, and serious credibility/integrity risks with clients. Generated proposal content should dynamically reference only the active/current project information unless manually overridden by the user. Also, if the chatbot recommends sharing feedback with the product team, it should direct users straight to the Feedback submission area instead of the roadmap view where users cannot immediately submit feedback. The current workflow creates unnecessary friction and confusion.
Aldo Rodriguez 4 days ago
Proposal Integrity Risks Caused by Non-Synced Project Data
Proposal integrity, workflow efficiency, and project data syncing should be a much higher priority on the roadmap. I’ve spent well over an hour today manually reviewing and correcting proposal errors caused by project information not syncing consistently across the platform. The estimate header, Scope of Work body, project metadata, and previously generated AI text can all pull conflicting information from different sources, including prior projects. For contractors sending real commercial proposals, this creates unnecessary time waste, workflow inefficiency, and serious credibility/integrity risks with clients. Generated proposal content should dynamically reference only the active/current project information unless manually overridden by the user. Also, if the chatbot recommends sharing feedback with the product team, it should direct users straight to the Feedback submission area instead of the roadmap view where users cannot immediately submit feedback. The current workflow creates unnecessary friction and confusion.
Aldo Rodriguez 4 days ago
Proposal viewing
When sending an option proposal then immediately sending anohter one clients cant seem to find both of them and are only able to view one. Can you make this flow better
Jeff Gallob 8 days ago
Proposal viewing
When sending an option proposal then immediately sending anohter one clients cant seem to find both of them and are only able to view one. Can you make this flow better
Jeff Gallob 8 days ago
Add a ruler and indentation controls to the document editor
I’d like a ruler in the document editor so I can adjust spacing and indentation more precisely. Other document tools have this as a standard feature and it really helps when formatting professional documents for clients. Right now there’s no easy way to control margins or indent levels visually.
Michael Reinhart 9 days ago
Add a ruler and indentation controls to the document editor
I’d like a ruler in the document editor so I can adjust spacing and indentation more precisely. Other document tools have this as a standard feature and it really helps when formatting professional documents for clients. Right now there’s no easy way to control margins or indent levels visually.
Michael Reinhart 9 days ago
Add page break support in the document editor
I would love the ability to insert page breaks when creating documents. Right now there’s no way to control where pages break when exporting to PDF, which makes it hard to format professional-looking documents. Being able to set page breaks manually would make documents much cleaner and easier to share with clients.
Michael Reinhart 9 days ago
Add page break support in the document editor
I would love the ability to insert page breaks when creating documents. Right now there’s no way to control where pages break when exporting to PDF, which makes it hard to format professional-looking documents. Being able to set page breaks manually would make documents much cleaner and easier to share with clients.
Michael Reinhart 9 days ago
Home Depot/Lowes
It would be great when creating estimates for work flow to not only have the lowes or home depot as supplier as the option but be able to switch between them in the estimate
Jeff Gallob 9 days ago
Home Depot/Lowes
It would be great when creating estimates for work flow to not only have the lowes or home depot as supplier as the option but be able to switch between them in the estimate
Jeff Gallob 9 days ago
Client selection
Some of our users have asked for a feature where homeowners can choose different items or materials for their projects. this could be part of the proposal or the client portal and offer a few options for some of the line items and their prices
An Anonymous User 13 days ago
Client selection
Some of our users have asked for a feature where homeowners can choose different items or materials for their projects. this could be part of the proposal or the client portal and offer a few options for some of the line items and their prices
An Anonymous User 13 days ago
Plan markup and Measuring.
The AI will take my pdf plans and grab takeoffs. It would be incredibly helpful if the AI could put markups on the plan so I can review where it is getting its takeoffs from. ie hardwood floor areas show highlighted in brown, tile floor shows highlighted in a blue hatch, etc. That way without having to do any manual takeoffs I can visually confirm the AI has pulled the correct takeoffs. And the ability to manually edit the takeoffs. And also add notes and shapes etc. I find with other ai tools if they have trouble getting information from a plan, if I manually draw a few key markers they can then correctly get the information. For example if it is trying to pull siding quantities from elevation drawings, maybe there are 2 different siding types and the AI is not seeing the difference, a single line added can be all that is needed for the AI.
Ethan Forns 13 days ago
Plan markup and Measuring.
The AI will take my pdf plans and grab takeoffs. It would be incredibly helpful if the AI could put markups on the plan so I can review where it is getting its takeoffs from. ie hardwood floor areas show highlighted in brown, tile floor shows highlighted in a blue hatch, etc. That way without having to do any manual takeoffs I can visually confirm the AI has pulled the correct takeoffs. And the ability to manually edit the takeoffs. And also add notes and shapes etc. I find with other ai tools if they have trouble getting information from a plan, if I manually draw a few key markers they can then correctly get the information. For example if it is trying to pull siding quantities from elevation drawings, maybe there are 2 different siding types and the AI is not seeing the difference, a single line added can be all that is needed for the AI.
Ethan Forns 13 days ago
Link all communications to handoff
It would be ideal if we could still communicate through regular methods, text, email calls. And handoff could still track all of those and keep them linked to the contact and the specific job. That way if 6 months after a job, a customer has questions about anything, I can search in 1 spot for “sink” and see every communication related to their project regarding sink. My experience in the past with other platforms is that using the app only for communication would be great, but most subs, vendors, and even clients are still going to communicate through text. With AI’s transcribe ability, having every phone call transcribed would be fantastic. During a major remodel, it is easy to have 100’s to over a thousand total communications with a client. When issues arise it can be a major task, days, to sort through all the communications to bring clarity to a client. This feature could reduce that to minutes.
Ethan Forns 14 days ago
Link all communications to handoff
It would be ideal if we could still communicate through regular methods, text, email calls. And handoff could still track all of those and keep them linked to the contact and the specific job. That way if 6 months after a job, a customer has questions about anything, I can search in 1 spot for “sink” and see every communication related to their project regarding sink. My experience in the past with other platforms is that using the app only for communication would be great, but most subs, vendors, and even clients are still going to communicate through text. With AI’s transcribe ability, having every phone call transcribed would be fantastic. During a major remodel, it is easy to have 100’s to over a thousand total communications with a client. When issues arise it can be a major task, days, to sort through all the communications to bring clarity to a client. This feature could reduce that to minutes.
Ethan Forns 14 days ago
Tasks/to-Dos
I could really use tasks in the calendar. Events that I could post with a specific date, but that remain present until I mark them complete. And then the ability to see all open tasks in a list view. Having custom labels to be able to add and filter via would also be needed. Labels on everything would be a useful feature(projects, calendar events, etc) The idea being I meet with a lead, and tell them I will followup next week to schedule a meeting. I put in a todo for next Monday. If I miss it on Monday, I need it to stay visible without having to search through a calendar. So I can look a a list view of all non completed tasks across all projects. This would also work for projects like a task to order cabinets for a job,I set it for a date, but it remains visible on my list until I mark it complete. Ideally these could bidirectionally link to google calendar tasks.
Ethan Forns 14 days ago
Tasks/to-Dos
I could really use tasks in the calendar. Events that I could post with a specific date, but that remain present until I mark them complete. And then the ability to see all open tasks in a list view. Having custom labels to be able to add and filter via would also be needed. Labels on everything would be a useful feature(projects, calendar events, etc) The idea being I meet with a lead, and tell them I will followup next week to schedule a meeting. I put in a todo for next Monday. If I miss it on Monday, I need it to stay visible without having to search through a calendar. So I can look a a list view of all non completed tasks across all projects. This would also work for projects like a task to order cabinets for a job,I set it for a date, but it remains visible on my list until I mark it complete. Ideally these could bidirectionally link to google calendar tasks.
Ethan Forns 14 days ago
Auto-Shift Schedule Tasks After Project Delays
I want schedule changes to automatically shift dependent tasks when a project gets delayed. If a job gets pushed back because of weather or another issue, I expect downstream tasks to move automatically instead of manually adjusting each phase one by one.
Josh Gaylor 16 days ago
Auto-Shift Schedule Tasks After Project Delays
I want schedule changes to automatically shift dependent tasks when a project gets delayed. If a job gets pushed back because of weather or another issue, I expect downstream tasks to move automatically instead of manually adjusting each phase one by one.
Josh Gaylor 16 days ago
Integrate Scheduling with Google Calendar & iCal
I want calendar integrations with Google Calendar / iCal so I don’t have to manage scheduling in multiple places. I currently run scheduling outside the platform, so Handoff scheduling feels disconnected from my day-to-day workflow.
Josh Gaylor 16 days ago
Integrate Scheduling with Google Calendar & iCal
I want calendar integrations with Google Calendar / iCal so I don’t have to manage scheduling in multiple places. I currently run scheduling outside the platform, so Handoff scheduling feels disconnected from my day-to-day workflow.
Josh Gaylor 16 days ago
Add Built-In LiDAR Room Measurement & Floor Plan Capture
I want built-in LiDAR/measurement tools so I can stop paying for separate software. I currently rely on tools like Magicplan and DocuSketch to capture room measurements, floor plans, and sketches because I don’t trust photo-based estimates alone for accuracy. If Handoff could do this natively, I’d replace those tools
Josh Gaylor 16 days ago
Add Built-In LiDAR Room Measurement & Floor Plan Capture
I want built-in LiDAR/measurement tools so I can stop paying for separate software. I currently rely on tools like Magicplan and DocuSketch to capture room measurements, floor plans, and sketches because I don’t trust photo-based estimates alone for accuracy. If Handoff could do this natively, I’d replace those tools
Josh Gaylor 16 days ago
client view
when ever i click on client view and open things, it alerts me that my client has opened the proposal or invoice or proposal. that needs to stop. cause then you dont know if the client actually opened the proposal or not. plus it needs to show original open date and time and most recently opened date and time. or at the very least have the data inside of the file somewhere.
James Soule 16 days ago
client view
when ever i click on client view and open things, it alerts me that my client has opened the proposal or invoice or proposal. that needs to stop. cause then you dont know if the client actually opened the proposal or not. plus it needs to show original open date and time and most recently opened date and time. or at the very least have the data inside of the file somewhere.
James Soule 16 days ago
client messaging
you should be able to communicate with the client through the portal… That way all communication and conversations are in one location and not email or text where you may have separate conversations other than work related. possibly use the same system or alike, that you use with us when we message you guys. it sends us a text message through your system and says you can continue to communicate here or through text. if you know what i mean.
James Soule 16 days ago
client messaging
you should be able to communicate with the client through the portal… That way all communication and conversations are in one location and not email or text where you may have separate conversations other than work related. possibly use the same system or alike, that you use with us when we message you guys. it sends us a text message through your system and says you can continue to communicate here or through text. if you know what i mean.
James Soule 16 days ago
No visibility into in-progress estimates after leaving creation flow
I want a visible “estimate in progress” card inside a project when I’ve started creating an estimate but haven’t completed it yet. If I click out of the estimate creation screen and return to the project, I currently have no indication that an estimate is still being created or where to resume it. I have to self-discover by clicking “Ask AI” and searching previous chat history to find the in-progress estimate.
Dave Pucci 17 days ago
No visibility into in-progress estimates after leaving creation flow
I want a visible “estimate in progress” card inside a project when I’ve started creating an estimate but haven’t completed it yet. If I click out of the estimate creation screen and return to the project, I currently have no indication that an estimate is still being created or where to resume it. I have to self-discover by clicking “Ask AI” and searching previous chat history to find the in-progress estimate.
Dave Pucci 17 days ago
I want future cash flow forecasting built into Handoff
I currently export project schedules and financials into Excel to manually forecast future inflows/outflows. I want Handoff to combine schedules, project values, and payment timelines so I can forecast cash flow without rebuilding everything manually.
Sarah Arkins 20 days ago
I want future cash flow forecasting built into Handoff
I currently export project schedules and financials into Excel to manually forecast future inflows/outflows. I want Handoff to combine schedules, project values, and payment timelines so I can forecast cash flow without rebuilding everything manually.
Sarah Arkins 20 days ago
I want a company-level financial dashboard that I can trust
Right now we’re manually pulling financial reports, but the pipeline data isn’t always accurate because unapproved projects can distort forecasts. I need a clearer dashboard for outstanding balances and company-wide financial visibility.
Sarah Arkins 20 days ago
I want a company-level financial dashboard that I can trust
Right now we’re manually pulling financial reports, but the pipeline data isn’t always accurate because unapproved projects can distort forecasts. I need a clearer dashboard for outstanding balances and company-wide financial visibility.
Sarah Arkins 20 days ago
Folder
Have a main screen folder the will house multiple jobs for one customer of General contractor. i.e, Marksman Contracting, 123 river road project, 345 tillie lane
Jeff Gallob 21 days ago
Folder
Have a main screen folder the will house multiple jobs for one customer of General contractor. i.e, Marksman Contracting, 123 river road project, 345 tillie lane
Jeff Gallob 21 days ago
Display Financing status in Handoff
Display financing status whether it's approved, denied, or pending status. Currently, Handoff only displays "Financing offered".
Emerson Ayala 21 days ago
Display Financing status in Handoff
Display financing status whether it's approved, denied, or pending status. Currently, Handoff only displays "Financing offered".
Emerson Ayala 21 days ago
Add reminders for schedule tasks assigned to contacts
I want to be able to set reminders on schedule tasks that are assigned to contacts — so when a phase or task is coming up, I get notified (and ideally the assigned contact does too). Right now I can assign vendors and subs to schedule phases, but there’s no way to set a reminder to follow up or alert them automatically before the task starts. This would help me stay on top of scheduled work without having to manually track everything.
Ramon Gonzalez 23 days ago
Add reminders for schedule tasks assigned to contacts
I want to be able to set reminders on schedule tasks that are assigned to contacts — so when a phase or task is coming up, I get notified (and ideally the assigned contact does too). Right now I can assign vendors and subs to schedule phases, but there’s no way to set a reminder to follow up or alert them automatically before the task starts. This would help me stay on top of scheduled work without having to manually track everything.
Ramon Gonzalez 23 days ago