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 over 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 almost 2 years ago

1

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 about 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 over 2 years ago

3

May 19

Project Management

We'd like the ability to add initial fields throughout an Advanced Proposal, similar to the signature fields. We currently use DocuSign for our remodeling contracts and have customers initial specific pages and clauses that we want to make sure they've reviewed. For example, we have certain requirements around preparing the property for construction that the customer needs to acknowledge before work begins. Ideally, we'd be able to place an initial field anywhere within the proposal, assign it to a specific signer, and make it required before they can complete the document. Having this would make it much easier for us to use Handoff for our customer contracts instead of needing to send the proposal through a separate e-signature platform.

Joe Willis about 9 hours ago

It would be cool to put a picture of what the customer's project would look like after we got done, front and center on the proposal.

Tommy Fisher 1 day ago

I would like the ability to assign multiple contact types to the same contact. For example, I have someone who is both a referral source and a public adjuster, and I would like to categorize them as both instead of having to choose just one.

Bob Sandler 1 day ago

I recently completed a walkthrough on a large home where I captured roughly 100 photos. With that many photos, it became difficult for me to determine which photo corresponded to what I was reviewing in the walkthrough documentation. The photos don't necessarily line up directly with individual line items, so on larger walkthroughs it can be difficult to follow everything in order. I would love the ability to have my walkthrough photos automatically numbered sequentially based on the order I captured them — Photo 1, Photo 2, Photo 3, etc. Ideally, those same photo numbers would also appear within the walkthrough documentation so I could easily identify which image I should be looking at while reviewing the walkthrough. For example, if I have 100 photos, being able to see references like Photo 12, Photo 13, Photo 14 would make it much easier for me to follow the walkthrough chronologically and match the documentation back to the correct photos. This would be especially helpful on larger projects where I'm capturing dozens or even 100+ photos during a single walkthrough.

Bob Sandler 2 days ago

I have a weekly touchbase with my team that's field testing Handoff, and Charles, one of our AMs, mentioned that when he's out in the field, he doesn't seem to have the best signal. He'll try using Handoff (mobile app on iPhone) to put some information in and begin estimating a job, but when he returns to a better signal area, the entire chat history is gone/the project is untitled. I’d like an offline syncing feature that can be enabled, so that our team doesn't lose their progress in low-signal areas and their Handy requests can process immediately once signal improves

Josie Ates 4 days ago

Is there a way we can have dates on our approved or in progress jobs shown without having to open every job. Like as an example job in progress to the right of the PRJ-11229? Seems like it would be an easy plug to have a date there

An Anonymous User 5 days ago

Create, assign, and track tasks directly inside your projects. Keep your team aligned and your jobs moving without leaving Handoff.

Nicole Szychta Chiroli 5 days ago

3

Oct 26

Use your own domain on client-facing pages (proposals, portals, and more). Reinforce your brand at every customer touchpoint.

Nicole Szychta Chiroli 5 days ago

7

Oct 26

I am so glad we have the ability to filter the projects view. Can you add the ability to save the view we create so we do not have to redreate it after every interaction. And the abilty to save multilple setups of filters, ie my leads, all leads, etc

Ethan Forns 5 days ago

It would be incredibly helpful to be able to save versions of estimates. for example everytime I send a proposal, I would want to save a snapshot of the estimate. that I could revert back to. We might do multiple estimate revisions before we get to contract. currently I have to make a copy each time and the proposal details dont always copy over. It would be nice to just save a snapshot each time. The ability to automate some snapshots would be great., ie everytime a proposal is sent a snapshot is made. Anytime a proposal is accepted a snaphot is made. etc

Ethan Forns 10 days ago

it would be good to be able to add subgroups inside of groups. I would like to be able to have Framing as a group. under that I would like to have framing tasks listed so they all show up on the proposal Then I would want to have a item called framing materials as a subgroup. i would have all the individual materials in the subgroup. on the proposal though the client would just see Framing materials. This would be very useful for most groups. like roofing, siding, tile, etc.

Ethan Forns 10 days ago

this would be very helpful while the app is growing. We can keep separate lists tied to other processes that are updated. So I could export every new lead into a spreadsheet, and handoff updates that automatically with each step. Then we can use that spreadsheet to track things that handoff cannot (YET)

Ethan Forns 10 days ago

I would like to be able to create some automations. For example when I send a proposal, I would like to automatically save a csv for the estimate of all fields, and a pdf copy of the proposal sent. That way if I then make changes to the estimate, I have a snapshot of the original estimate and proposal and could recreate it. The ability to set triggers and actions would be great. like when a proposal is read, do A,B,C if a proposal is accepted do A,B,C On a manager side: if a lead has sat for x days without moving to the next step, notify me, or update a file.

Ethan Forns 10 days ago

It would be great to be able to build assemblies of multiple costbook items. So I could have all the parts for an exterior wall, plates, studs, headers, plywood, fasteners. Then I could group those into an assembly with formulas so I can just add 100’ of wall and the assembly adds the pieces.

Ethan Forns 10 days ago

I would like to be able to display each item in my estimate on the proposal. This is easy enough. However, I would like to group some items like framing. Ideally in my estimate I put in every framing item I need, plates, joists, sheathing, studs, etc. Instead of listing all of those items in the proposal I want to only show the groups for those, ie Framing Materials So if we can pick and choose to have certain groups only show as the summary, and other groups show each item that would be preferred, so we can build our estimate to the tiniest details, but only show the work in tiny details to the client, not every material part.

Ethan Forns 10 days ago

I wish i could build an estimate and then have the ability to convert that estimate into a cost-plus structure.

Jared White 10 days ago

1

Allow line-item and group totals to be rounded to either the nearest dollar, 10 dollars, or 100 dollars

Kirk Sjolund 10 days ago

1

I changed the Work Order template to a task list which is working well so far but I would like it to automatically post to the Daily Log when it’s marked completed - with a timestamp and user ID if it all possible. Essentially I’m trying to find a way to ensure my guys update the log daily but I don’t want to slow them down and take 30 minutes of the day to get it done. There could even be a pop up option to add photos when the item is checked.

Melissa Imler Randolph 10 days ago

I want a company-level permission that lets us designate one fixed signer/point of contact for all documents and proposals, regardless of which team member sends them. We need the owner’s name and signature to remain on customer-approved documentation for legal reasons instead of automatically changing to the sending team member.

Katy Cash 16 days ago

Offline mode is often used in the field. Service isn’t always great when in the field. Sometimes a walkthrough while upstairs (with service) and will move downstairs (without service). There is no notification when walkthrough stops once service is lost

Ryan DeCosta 18 days ago