Pinned
Completed
Chat-based AI
We will be rolling out a Chat-based AI where you can have a back-and-forth conversation with Handoff to create your estimates. You’ll be able to see your previous prompts, jump back to previous versions, have it ask clarifying questions, and more. This system will help create better estimates the first time, and make it easier to update them moving forward!
Justin Watkins 4 months ago
Pinned
Completed
Chat-based AI
We will be rolling out a Chat-based AI where you can have a back-and-forth conversation with Handoff to create your estimates. You’ll be able to see your previous prompts, jump back to previous versions, have it ask clarifying questions, and more. This system will help create better estimates the first time, and make it easier to update them moving forward!
Justin Watkins 4 months ago
Pinned
Planned
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 10 months ago
Pinned
Planned
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 10 months ago
Pinned
Integrate Handoff in my website to give my visitors estimates.
On my website, I want homeowners to “get an estimate”, and they can use Handoff AI to get one.
Justin Watkins 10 months ago
Pinned
Integrate Handoff in my website to give my visitors estimates.
On my website, I want homeowners to “get an estimate”, and they can use Handoff AI to get one.
Justin Watkins 10 months ago
Pinned
Completed
AI Preferences
I want to save my preferences about how I like to estimate. I want AI to use those preferences moving forward so I don't have to repeat myself in every project description and prompt. This would help me get uniform results. For example, I would use this to add: - default labor rates - default UOMs (I prefer $/SF for labor, not $/HR) - default Section naming - default items (always include line items for permits, supervision, travel) - default material selections and pricing (for flooring, always use engineered hardwood at $12/SF). etc
Dmitry Alexin 10 months ago
Pinned
Completed
AI Preferences
I want to save my preferences about how I like to estimate. I want AI to use those preferences moving forward so I don't have to repeat myself in every project description and prompt. This would help me get uniform results. For example, I would use this to add: - default labor rates - default UOMs (I prefer $/SF for labor, not $/HR) - default Section naming - default items (always include line items for permits, supervision, travel) - default material selections and pricing (for flooring, always use engineered hardwood at $12/SF). etc
Dmitry Alexin 10 months ago
Allow me to directly import quantities from Xactimate to be priced in Handoff
Intercom convo here: https://app.intercom.com/a/inbox/stmnrgsx/inbox/conversation/176770?source=Slack-d382225887f542c0a9fb0081902e9139&view=List
An Anonymous User About 6 hours ago
Allow me to directly import quantities from Xactimate to be priced in Handoff
Intercom convo here: https://app.intercom.com/a/inbox/stmnrgsx/inbox/conversation/176770?source=Slack-d382225887f542c0a9fb0081902e9139&view=List
An Anonymous User About 6 hours ago
Let me round $ values in proposals to the nearest whole dollar.
Is there a way to set whole dollar prices only? It will round up all costs to whole dollar amount but when it adds the markup in the proposal, it doesnt stay at whole dollar amount.
Justin Watkins 2 days ago
Let me round $ values in proposals to the nearest whole dollar.
Is there a way to set whole dollar prices only? It will round up all costs to whole dollar amount but when it adds the markup in the proposal, it doesnt stay at whole dollar amount.
Justin Watkins 2 days ago
Let me send reminders to pay an existing invoice
Resending an invoice assigns the current date. I just want to remind them to pay my January 1st invoice, without modifying the dates at all.
Justin Watkins 2 days ago
Let me send reminders to pay an existing invoice
Resending an invoice assigns the current date. I just want to remind them to pay my January 1st invoice, without modifying the dates at all.
Justin Watkins 2 days ago
Let me back-date invoices
Why does the due date change when I resend an invoice? I tried to maintain the original due date but it will not let you click a past date. so if a client has not paid an invoice and I resend it, it now shows the current date as due date. It’s a pain in the rear.
Justin Watkins 2 days ago
Let me back-date invoices
Why does the due date change when I resend an invoice? I tried to maintain the original due date but it will not let you click a past date. so if a client has not paid an invoice and I resend it, it now shows the current date as due date. It’s a pain in the rear.
Justin Watkins 2 days ago
Merge clients
My team made a mistake and created the same client twice in our Handoff client list. We've now sent multiple proposals to both "clients". We don't want to unlock/edit several proposals or re-assign several invoices. Can you add a feature to "merge" those clients into 1?
An Anonymous User 4 days ago
Merge clients
My team made a mistake and created the same client twice in our Handoff client list. We've now sent multiple proposals to both "clients". We don't want to unlock/edit several proposals or re-assign several invoices. Can you add a feature to "merge" those clients into 1?
An Anonymous User 4 days ago
Make real-time device sync instant, instead of needing a refresh.
I want the work I do on one device to be automatically shown on the other. Right now that's not clear to me. I need to refresh the computer webpage to update the computer. I need to restart the app to update the phone. They should just always be in sync.
An Anonymous User 4 days ago
Make real-time device sync instant, instead of needing a refresh.
I want the work I do on one device to be automatically shown on the other. Right now that's not clear to me. I need to refresh the computer webpage to update the computer. I need to restart the app to update the phone. They should just always be in sync.
An Anonymous User 4 days ago
Let me generate the Client Message with voice to text
"your AI feature is just so convenient to be able to just press that [microphone] on that main estimate page and just talk into that. So it'd be nice (i know it sounds picky) to go into the client message and have the same microphone so I speak my client message."
An Anonymous User 4 days ago
Let me generate the Client Message with voice to text
"your AI feature is just so convenient to be able to just press that [microphone] on that main estimate page and just talk into that. So it'd be nice (i know it sounds picky) to go into the client message and have the same microphone so I speak my client message."
An Anonymous User 4 days ago
Planned
Stop updating the AI section summaries if I type manually into it.
i spent several minutes custom typing a section summary about my architectural scope of work. It was beautiful. I made 1 manual edit, and AI decided to overwrite my whole thing. I then spent 30 minutes with Handoff support trying to restore it. I would like my text to never get overwritten.
Justin Watkins 7 days ago
Planned
Stop updating the AI section summaries if I type manually into it.
i spent several minutes custom typing a section summary about my architectural scope of work. It was beautiful. I made 1 manual edit, and AI decided to overwrite my whole thing. I then spent 30 minutes with Handoff support trying to restore it. I would like my text to never get overwritten.
Justin Watkins 7 days ago
Tab in Estimate to integrate my vendors' known pricing.
Also, since materials list are created in quote with labor, a tab with removable pricing for vendor specifics( or selection of materials for specific vendor) would be ideal. CSV files work good and can manually be created, but streamlining process would put the icing on the cake. If process is not feasible, at least integrate where estimate can be revised via CSV file without having to reinsert with all markups and all manually figured. If materials list/ purchase order can be created when put thru quickbooks integration that would be a great option as well.
Justin Watkins 7 days ago
Tab in Estimate to integrate my vendors' known pricing.
Also, since materials list are created in quote with labor, a tab with removable pricing for vendor specifics( or selection of materials for specific vendor) would be ideal. CSV files work good and can manually be created, but streamlining process would put the icing on the cake. If process is not feasible, at least integrate where estimate can be revised via CSV file without having to reinsert with all markups and all manually figured. If materials list/ purchase order can be created when put thru quickbooks integration that would be a great option as well.
Justin Watkins 7 days ago
Integration with Company Cam
Message from lead - how it would look like: Transfer of client to your software, transfer of notes, seems like it takes all actions out in that case and just creates a bid that can fine tune. All access to client files upon awarding for budgets quick access in company cam. Company cam is our main frame for job management
An Anonymous User 9 days ago
Integration with Company Cam
Message from lead - how it would look like: Transfer of client to your software, transfer of notes, seems like it takes all actions out in that case and just creates a bid that can fine tune. All access to client files upon awarding for budgets quick access in company cam. Company cam is our main frame for job management
An Anonymous User 9 days ago
Allow Starter tier to access different export styles, like the Proposal
As a starter user, when I export my estimate to pdf, I have 1 format available. It shows every item's qty, unit cost, item total, and group total. I don't like that. I'd like some options to hide qty and unit cost. I'm not able to upgrade to the business tier right now. I do need this feature though.
An Anonymous User 10 days ago
Allow Starter tier to access different export styles, like the Proposal
As a starter user, when I export my estimate to pdf, I have 1 format available. It shows every item's qty, unit cost, item total, and group total. I don't like that. I'd like some options to hide qty and unit cost. I'm not able to upgrade to the business tier right now. I do need this feature though.
An Anonymous User 10 days ago
Checkboxes inside the prompt
Have the possibility to include checkboxes in the prompts so you don’t have to type everything up for, for instance, every full house remodel or new construction. Despite we have the AI Presets, lead wanted to have this feature in the prompts to check Flooring, demo, drywall, painting, etc instead of typing it in
An Anonymous User 10 days ago
Checkboxes inside the prompt
Have the possibility to include checkboxes in the prompts so you don’t have to type everything up for, for instance, every full house remodel or new construction. Despite we have the AI Presets, lead wanted to have this feature in the prompts to check Flooring, demo, drywall, painting, etc instead of typing it in
An Anonymous User 10 days ago
Integration with Go High Level
Feedback from toby@alphaconstructionpros.com in the WhatsApp Group “Is there any integration with Go High Level?” “It would be a complete CRM. You could take pictures and add notes as as well as sending out automated emails to your clients for birthdays and Christmas anniversaries whatever. You get also send out automated emails for referrals, to drum up new business. You can send out your proposals there, you get also keep your clients informed and send them text messages to let them know that you're on your way. For service businesses like HVAC and electrical or plumbing you could do all your schedules in there as a complete suite. If it was integrated you could do the The bidding process through handoff and send it out through go high level, then from there it would track every phone call every email and every text message sent to the client so that clients don't slip through the cracks.”
Toby Miller 10 days ago
Integration with Go High Level
Feedback from toby@alphaconstructionpros.com in the WhatsApp Group “Is there any integration with Go High Level?” “It would be a complete CRM. You could take pictures and add notes as as well as sending out automated emails to your clients for birthdays and Christmas anniversaries whatever. You get also send out automated emails for referrals, to drum up new business. You can send out your proposals there, you get also keep your clients informed and send them text messages to let them know that you're on your way. For service businesses like HVAC and electrical or plumbing you could do all your schedules in there as a complete suite. If it was integrated you could do the The bidding process through handoff and send it out through go high level, then from there it would track every phone call every email and every text message sent to the client so that clients don't slip through the cracks.”
Toby Miller 10 days ago
In Review
Add a field for client's "Business/Company Name"
I need to be able to add a business name in addition to the customer name, not replace the customer name with the business name for our commercial customers where that is appropriate. hen I click the customer's name and the "Edit Client" screen pops up, there is no field for "Business Name" or "Company Name", just the "Name" for the customer.
An Anonymous User 11 days ago
In Review
Add a field for client's "Business/Company Name"
I need to be able to add a business name in addition to the customer name, not replace the customer name with the business name for our commercial customers where that is appropriate. hen I click the customer's name and the "Edit Client" screen pops up, there is no field for "Business Name" or "Company Name", just the "Name" for the customer.
An Anonymous User 11 days ago
Allow me to have multiple accounts within a Handoff membership
I won 2 businesses, I want to be able to toggle between separate business accounts within a single membership Dashboard (like Stripe)
An Anonymous User 11 days ago
Allow me to have multiple accounts within a Handoff membership
I won 2 businesses, I want to be able to toggle between separate business accounts within a single membership Dashboard (like Stripe)
An Anonymous User 11 days ago
Planned
Automatically send receipt when an invoice is paid.
Self explanatory. My homeowners are not all tech savvy. They do expect to get a receipt emailed right after paying something. Handoff lets them download it from the invoice page, but what if they close out or forget? The email copy lives forever. It’s a common practice.
Justin Watkins 15 days ago
Planned
Automatically send receipt when an invoice is paid.
Self explanatory. My homeowners are not all tech savvy. They do expect to get a receipt emailed right after paying something. Handoff lets them download it from the invoice page, but what if they close out or forget? The email copy lives forever. It’s a common practice.
Justin Watkins 15 days ago
Let my client approve estimates by the group or by the item, instead of all-or-nothing.
I am a handyman in Kansas City. We are looking for an estimate that we can create separate groups and optional items for a client to click to approve or decline an item or a group. We get a ton of to-do-list items and many of our estimates are 10-35 line items and all are optional items and most of them are in separate rooms/areas of a home. If the estimate must be approved as a whole vs approving groups or items then it probably won't work for us. That would have too many back and forth conversations with a potential client to make changes. I am very interested. Currently using Markate and Jobber.
Justin Watkins About 1 month ago
Let my client approve estimates by the group or by the item, instead of all-or-nothing.
I am a handyman in Kansas City. We are looking for an estimate that we can create separate groups and optional items for a client to click to approve or decline an item or a group. We get a ton of to-do-list items and many of our estimates are 10-35 line items and all are optional items and most of them are in separate rooms/areas of a home. If the estimate must be approved as a whole vs approving groups or items then it probably won't work for us. That would have too many back and forth conversations with a potential client to make changes. I am very interested. Currently using Markate and Jobber.
Justin Watkins About 1 month ago