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Tell Handoff how they could make the product more useful to you.

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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 11 months 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 Over 1 year 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 Almost 2 years ago

3

Link ideas for specific lines with Pinterest or Image based platofrms

Summary Allow users to attach external links and images to specific items or parts of an estimate to provide visual references, inspiration, and additional design context. Problem Users frequently reference design inspiration, product examples, or installation concepts when describing work inside an estimate. Currently, the platform only supports text descriptions, which makes it difficult to capture visual context. As a result: Important design references get lost. Users must store links externally (email, notes, documents). Contractors or estimators reviewing the estimate lack visual clarity. In the example request below, the user referenced multiple inspiration links and product examples, but these cannot currently be attached directly to the relevant estimate items. Proposed Solution Allow users to attach links or images to individual estimate items.

Urik 7 days ago

Unique Project Email to serve multiple scenarios

I’d like for each project to have a unique email address which my team can use. Here are just a few useful scenarios where this is useful, though I’m sure others can think of more. All correspondence sent and received from a single place. All threads with suppliers, vendors, subs, permitting offices, and customers are captured automatically, so context is added automatically. This would certainly help other features you’re working on like scheduling, risk analysis and mitigation, etc. A simpler scenario is a team member receives a vendor quote. Member forwards the email to the project email, and Handoff automatically: Updates the estimate with this new information Updates the proposal doc with this new information Updates the scoping doc with this new information Creates a new contact (for the vendor) from scraping the email and adds it to the CRM backend Updates the custom product catalog for that vendor with the quote information from the quote. This should be relatively easy since most quotes are in tabular form. Handoff’s value prop is to let business owners re-coop their and their team’s time and productivity, but how much time are we really re-cooping if we’re still having to manually enter information, remember to add context to the project, download locally-then-upload files info Handoff. We’re just kicking the can down the road.

Jeff King 9 days ago

Need a P.O. number easy to see everywhere

Hello Can you guys add a place for the P.O. numbers ? that way we can have a clean control thru out the all project spectrum. yes the P.O number will greatly impact our way of how we do operations. all of the above, but it has to be very easy to see thru-out the entire process to keep track of every aspect of the timing in the office all the way to the field. yes, receipts , apecial ordes, subcontractor work order, customer phase traking, since we do multiple projects at the same time this will greatly be a posive tool for our team.

Carlos Vera 9 days ago

Store Client's Payment Method

If Handoff could allow users to store a client’s payment method in the system, then this would provide Handoff users much more control over payment draws throughout a project. This makes things easier for the clients as well if they can add their payment method just once as opposed to sending them an invoice and waiting on them to submit the payment every time.

Noble Todd 9 days ago

Completed

Description field on Area (row) is disabled?

So, I can’t use the description field on Area row items in my estimate. Why the heck not? Let me guess: There’s not actually an “Area A” row item but rather a grouping of actual estimate row items under “Area A”? But I need the ability to provide additional context to an entire area so that it can feed into gen AI-ing customer-facing documents, e.g. summarized bid proposal. This is just one example, and there are many others.

Jeff King 15 days ago