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.
Richer daily log: structured fields and custom fields
I want structured fields in the daily log: crew on site, hours, work done, deliveries, delays and safety notes, plus custom fields I can define.
Reply to client portal messages by email or text without opening the portal
I want contractors and clients to be able to reply to portal messages by email or text without opening the portal.
Read receipts on client portal messages
I want to see when a message I sent to a client has been read.
Attach photos and files to client portal messages
I want contractors and clients to be able to attach photos and files to messages in the client portal.
Lien release documents (conditional/unconditional), sendable automatically on payment
I need lien release documents in Handoff, for example automatically sending the client a conditional lien release when a payment is received.
Keep the original (baseline) schedule and show changes against the current one
I want to save the original (baseline) schedule and show it grayed out next to the current one, so I and my clients can see what moved. I also want to add a reason when dates change.
Multi-step approval for change orders
I want a change order to require more than one approval before it's final, for example an internal review (PM, then owner) before it goes to the client, or several approvers in order.
Assign an approved change order to a specific draw (or add it as its own draw)
When a change order is approved, I want to choose which draw in the payment schedule it's billed on, or add it as its own draw. Right now the amount is spread across every percentage-based draw.
Signing audit trail and signing certificate (IP, device, timestamp)
I want Handoff signatures to record each signer's IP address, device and timestamp, and produce a signing certificate, so I can use Handoff signatures instead of DocuSign for larger contracts. "Record each signer's IP address, device and timestamp, and produce a signing certificate, so contractors can use Handoff signatures instead of DocuSign for larger contracts."
Automatically Toggle “Cover Processing Fee” Based on Payment Method
When paying an invoice, the user would like the ability to automatically enable or disable the “Cover processing fee” option based on the selected payment method. For example, the option could be disabled for ACH payments and enabled for credit/debit card payments, or vice versa, based on the user's preferences. The user mentioned that this feature is available in Buildertrend and would like to see the same functionality implemented in Handoff.
Image Lab access for Scale-tier API customers
Image Lab is UI-only on our Scale plan today, which blocks us from fully automating our client-deliverable pipeline built on the Handoff API. We would like Image Lab rendering to be available to Scale-tier API customers, or through an enterprise or beta tier if that is how it will launch. Our projected volume is about 50-200 renderings a month at steady state across our acquisition pipeline and client advisory work.
Structured rendering inputs: preserved vs. changed constraints, material/fixture specs, and presentation-protocol grounding
For automated rendering to be usable in a client deliverable, the inputs need to be precise. We would like to pass: a prompt grounded against our organization's visual presentation protocol, an anchor photo reference (file_id), preserved vs. changed architectural constraints, and exact material and fixture specs. That lets the render keep what must stay the same (structure, layout, dimensions) and change only what we specify, with the specific finishes and fixtures we choose.
render.completed webhook for async rendering jobs
We already receive webhooks for proposal.approved, proposal.sent, invoice.paid, project.created, and contact.created. If rendering jobs become available through the API, we would like a render.completed webhook alongside those events, so our pipeline can pick up the finished image without polling. It should carry the jobId and the resulting image reference, matching how the estimate generation flow reports completion.
Image Lab / concept rendering via the public API (async job + poll)
Our team has built an automated client-deliverable pipeline on the Handoff REST API. It uses POST /estimates with polling through /estimate-generations/{jobId}, POST /projects/with-estimate with a callback, catalog re-match, and file upload URLs. It works well end to end. The one gap is Image Lab. It is UI-only on our tier, so a person has to run it by hand in the middle of an otherwise automated pipeline. We would like an endpoint where we POST a prompt, an anchor photo (file_id), and rendering constraints, and get back a rendered image through the same jobId and poll pattern the estimate generation uses. We expect about 50-200 renderings a month, feeding an automated investment forecast deliverable for our buyer-side and seller-side clients.
Native Make.com integration on the Pro plan
What we’re asking for A native Handoff app in Make.com (like the existing Zapier integration), available on the Pro plan. At minimum: Action: Create a new lead/client in the CRM Action: Update a lead’s status or pipeline stage Trigger: New lead, new project, or proposal approved If a full Make app isn’t on the roadmap, inbound webhooks on Pro would solve the same problem. Why it matters We’re a design-build remodeler on Pro, and our automations already run through Make: website forms, our cost estimator, call tracking, and calendar workflows. Right now, getting a lead from our website into Handoff means either upgrading to Scale for API access or adding a Zapier subscription just to bridge one step. Neither makes sense for a single connection. Make is widely used by contractors and the marketers who support them, often because it’s more affordable than Zapier for multi-step workflows. A Make integration on Pro would let leads flow straight from our website into Handoff, so nothing gets missed and nobody retypes contact info. Who else benefits Any Pro customer whose website, forms, or marketing tools already run on Make, plus the agencies and consultants who set up those systems for contractors and recommend Handoff to them.
Payroll
I’m on the cusp of transitioning to Handoff as my main platform and one thing that would be extremely beneficial is an integration with QBO payroll solutions. Ideally, this would be the flow: The employee submits their time through the portal at the end of the pay period. Time is reviewed, adjusted, etc. by the supervisor who then submits their approval. Once both approvals are received the information is automatically sent to QBO payroll for processing.
Planned
Handoff is still pulling discontinued items for costs
Handoff will regularly pull in items from Home depot that are discontinued. I see this happening with framing materials regularly. It will link to old 2×10×16 boards that are less than half the cost of current items. This can create VERY inaccurate material costs.
Committed Costs
Through the API, expenses only capture what we've already paid. There is no way to log a signed sub contract or an unpaid sub invoice against a budget line, so the budget can't show what we still owe.
Import Time Sheets from External Source
I want to use time from jobs worked on past projects to add back costs, I have time entries on a sheet but I cannot bulk import those times through Handoff. I can only add manually one at a time. It would great to upload a spreadsheet in the chat and the AI create the time entries for my employees and I can review and approve
Auto Apply Group Mark Up to New lines Added
when an item is added under a group and that group already has a zero percent mark-up that is copied to that group that the new item has the same mark up as the group without having to manually make it the same as the group.