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 almost 2 years 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 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 about 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 about 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 over 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 over 2 years ago
Project Management
Scheduling
on the schedule page there is filters. on the client filter is it possible to just show the prompted client. It currently shows you the list of everyone . When I narrow the projects and the assignee can it narrow the client to match as well.
Arturo Nesci 1 day ago
Scheduling
on the schedule page there is filters. on the client filter is it possible to just show the prompted client. It currently shows you the list of everyone . When I narrow the projects and the assignee can it narrow the client to match as well.
Arturo Nesci 1 day ago
Estimates/Proposals - Image Attachement
In our experience, some times clients have selected finishes or items already selected, or have an idea but would like us as the estimators to provide a sample photo. In Joist, its possible to add photos to line items displaying finishes or particular products. It would be tremendously helpful if we could attach photos to the proposals or the estimates DIRECTLY on the line item rather than attaching the photos at the very bottom of the proposal. I noticed on certain catalog items, clicking into the detail shows an image of the item. If there was a selectable option to display the catalog photo on the proposal that would be great.
Giovanny Gezalyan 2 days ago
Estimates/Proposals - Image Attachement
In our experience, some times clients have selected finishes or items already selected, or have an idea but would like us as the estimators to provide a sample photo. In Joist, its possible to add photos to line items displaying finishes or particular products. It would be tremendously helpful if we could attach photos to the proposals or the estimates DIRECTLY on the line item rather than attaching the photos at the very bottom of the proposal. I noticed on certain catalog items, clicking into the detail shows an image of the item. If there was a selectable option to display the catalog photo on the proposal that would be great.
Giovanny Gezalyan 2 days ago
Internal Links
Any document in handoff should have an internal link. I should be able to ask the AI to create a shareable url and there should be a option in the options menu to create a shareable url. I should be able to send it to any person who already has access so they can directly click the link and open the document in Handoff.
John Baxter 2 days ago
Internal Links
Any document in handoff should have an internal link. I should be able to ask the AI to create a shareable url and there should be a option in the options menu to create a shareable url. I should be able to send it to any person who already has access so they can directly click the link and open the document in Handoff.
John Baxter 2 days ago
Filter by Assignee
I cannot filter the projects by assignee. I need to be able to see just the projects assigned to me. I can’t even ask the AI to make a list of the projects assigned to me. I only have the option to see all projects. That is cumbersome. I have to maintain a separate project list just to keep track of my projects.
John Baxter 3 days ago
Filter by Assignee
I cannot filter the projects by assignee. I need to be able to see just the projects assigned to me. I can’t even ask the AI to make a list of the projects assigned to me. I only have the option to see all projects. That is cumbersome. I have to maintain a separate project list just to keep track of my projects.
John Baxter 3 days ago
Add a separate client-facing description field on catalog rates (distinct from internal description)
I need a way to have two separate descriptions on each catalog rate: one internal (used by the AI for scoping and pricing) and one client-facing (what shows up on the proposal). Right now when I add details to my rate descriptions so the AI knows how to scope things correctly, those same internal notes show up on the proposal to my client. I should be able to write detailed internal notes without having them appear in front of my customer.
Josiah Phillips 5 days ago
Add a separate client-facing description field on catalog rates (distinct from internal description)
I need a way to have two separate descriptions on each catalog rate: one internal (used by the AI for scoping and pricing) and one client-facing (what shows up on the proposal). Right now when I add details to my rate descriptions so the AI knows how to scope things correctly, those same internal notes show up on the proposal to my client. I should be able to write detailed internal notes without having them appear in front of my customer.
Josiah Phillips 5 days ago
AI global chat agent can bulk update markup, tax, and profit per rate/service type
I want the AI global chat agent to be able to bulk update rate-specific settings like markup, profit, and tax — and do it per service/rate type, not just globally. Right now I have to go in and set these one at a time for each rate, and I have different markups depending on the service. It takes forever. I should be able to tell the AI something like "set markup to 30% for all painting rates" and have it handle the bulk update.
Josiah Phillips 5 days ago
AI global chat agent can bulk update markup, tax, and profit per rate/service type
I want the AI global chat agent to be able to bulk update rate-specific settings like markup, profit, and tax — and do it per service/rate type, not just globally. Right now I have to go in and set these one at a time for each rate, and I have different markups depending on the service. It takes forever. I should be able to tell the AI something like "set markup to 30% for all painting rates" and have it handle the bulk update.
Josiah Phillips 5 days ago
Add initials fields and multiple signature locations to documents and proposals
I need the ability to add initials fields and more than one signature field to my documents and proposals. Right now there is only one signature spot, but many of my documents require clients to initial in multiple places and sign more than once — similar to how DocuSign works. I need to be able to place initials and signature fields wherever I need them on any document I send through Handoff.
Josiah Phillips 5 days ago
Add initials fields and multiple signature locations to documents and proposals
I need the ability to add initials fields and more than one signature field to my documents and proposals. Right now there is only one signature spot, but many of my documents require clients to initial in multiple places and sign more than once — similar to how DocuSign works. I need to be able to place initials and signature fields wherever I need them on any document I send through Handoff.
Josiah Phillips 5 days ago
The bot tells me things can be done that end up not being able to be done
I’m finding that when I make requests such as standardizing certain things or boiler plating items into estimates as standard, they can’t actually be accomplished. But the bot tells me that they can be accomplished, which is frustrating and time wasting when we find ourselves having to double check after those things were omitted on the next estimate. I’d like to see the bot be more up to speed on what can it can’t be accomplished so that we don’t have to pose every single question to engineering or a success coach.
John Rhein 5 days ago
The bot tells me things can be done that end up not being able to be done
I’m finding that when I make requests such as standardizing certain things or boiler plating items into estimates as standard, they can’t actually be accomplished. But the bot tells me that they can be accomplished, which is frustrating and time wasting when we find ourselves having to double check after those things were omitted on the next estimate. I’d like to see the bot be more up to speed on what can it can’t be accomplished so that we don’t have to pose every single question to engineering or a success coach.
John Rhein 5 days ago
Ability to boilerplate photos into proposal letters. We’d like to see the ability to boilerplate photos of our air, scrubbers and floor protection and dust mitigation so that they become part of every proposal letter automatically.
John Rhein 5 days ago
Ability to boilerplate photos into proposal letters. We’d like to see the ability to boilerplate photos of our air, scrubbers and floor protection and dust mitigation so that they become part of every proposal letter automatically.
John Rhein 5 days ago
Bulk edit catalog items
I need the ability to select and edit multiple catalog items at once. Right now I have to go one by one to make changes, which takes forever when I need to update pricing or descriptions across many line items. Even the AI chat assistant can't do bulk edits — it only offered to create a preset, not edit existing items in bulk. "today users have to go one by one. the AI chat cant bulk edit either it only offered to create a preset"
Josiah Phillips 6 days ago
Bulk edit catalog items
I need the ability to select and edit multiple catalog items at once. Right now I have to go one by one to make changes, which takes forever when I need to update pricing or descriptions across many line items. Even the AI chat assistant can't do bulk edits — it only offered to create a preset, not edit existing items in bulk. "today users have to go one by one. the AI chat cant bulk edit either it only offered to create a preset"
Josiah Phillips 6 days ago
Customizable ordering for Change Orders and Payment Invoices
I think another fairly easy thing for your team to do (I hope) .. Allow us to drag and drop our change orders and ayment invoices after creating them.. i dont know what happens but it seems that every time we go back to our projects weven though we label them (Payment 1, Payment 2, etc.... or CH1, CO2 and so on... when we go back to review they are out of order.. If we could reposition them to be in order it would make things so much easier on the eyes and allow us to make sure we did not miss something at a glance. Can you please take these to your team and see if they can be incorporated?
Brent Bennett 9 days ago
Customizable ordering for Change Orders and Payment Invoices
I think another fairly easy thing for your team to do (I hope) .. Allow us to drag and drop our change orders and ayment invoices after creating them.. i dont know what happens but it seems that every time we go back to our projects weven though we label them (Payment 1, Payment 2, etc.... or CH1, CO2 and so on... when we go back to review they are out of order.. If we could reposition them to be in order it would make things so much easier on the eyes and allow us to make sure we did not miss something at a glance. Can you please take these to your team and see if they can be incorporated?
Brent Bennett 9 days ago
Show the full table of the invoice/payment schedule
After Creating a payment, the table formatting does not allow me to see the full line title/description... we can only see the first few words (for Ex. Payment 1 - De...) can this table be quickly reformatted so that we can see everything typed in all fields.. This will prevent having to open the full invoice to see the description and also will be a quick glance to make sure there are no typos and errors in the line title or description.. this would make it so much easier to have a full view of where we are on each project without wiondering if we even tyoed the correct info because we cant see it at a glance.. leaves us frustrated every time we go through invoicing tasks.
Brent Bennett 9 days ago
Show the full table of the invoice/payment schedule
After Creating a payment, the table formatting does not allow me to see the full line title/description... we can only see the first few words (for Ex. Payment 1 - De...) can this table be quickly reformatted so that we can see everything typed in all fields.. This will prevent having to open the full invoice to see the description and also will be a quick glance to make sure there are no typos and errors in the line title or description.. this would make it so much easier to have a full view of where we are on each project without wiondering if we even tyoed the correct info because we cant see it at a glance.. leaves us frustrated every time we go through invoicing tasks.
Brent Bennett 9 days ago
Local Device Processing
The buffering makes the app useless in places with bad cell service. You should be able to create local files and have them upload later when the service is better. Right now, if I start a walkthrough and don’t wait for the buffer to complete, I can’t do anything else on the app or I’ll lose the entire walkthrough. That’s ridiculous.
John Baxter 11 days ago
Local Device Processing
The buffering makes the app useless in places with bad cell service. You should be able to create local files and have them upload later when the service is better. Right now, if I start a walkthrough and don’t wait for the buffer to complete, I can’t do anything else on the app or I’ll lose the entire walkthrough. That’s ridiculous.
John Baxter 11 days ago
Schedule request between users
Need to be able to send schedule request from sales role to project manager for projects with estimates created.
Ethan Ott 16 days ago
Schedule request between users
Need to be able to send schedule request from sales role to project manager for projects with estimates created.
Ethan Ott 16 days ago
Caluculator in fields
It would be helpful to be able to use a calculator in fields. So if I am entering in the flooring area say, instead of having to open a caluclator app, I can click on the qty cell and use a calculator built in to multiply the length x width. Or be able to enter it as a formula in the qty cell like 12×14
Ethan Forns 18 days ago
Caluculator in fields
It would be helpful to be able to use a calculator in fields. So if I am entering in the flooring area say, instead of having to open a caluclator app, I can click on the qty cell and use a calculator built in to multiply the length x width. Or be able to enter it as a formula in the qty cell like 12×14
Ethan Forns 18 days ago
Restrict team member access to Takeoff Mode via role permissions
I need to be able to control whether my team members can use Takeoff Mode. Right now there's no way to prevent employees from accessing it — I want the ability to turn it off for specific users or roles so I can manage how my team uses the platform. As the account owner, I should be able to set a permission in the team role settings that disables Takeoff Mode access for selected team members.
Lawrence Naranjo 24 days ago
Restrict team member access to Takeoff Mode via role permissions
I need to be able to control whether my team members can use Takeoff Mode. Right now there's no way to prevent employees from accessing it — I want the ability to turn it off for specific users or roles so I can manage how my team uses the platform. As the account owner, I should be able to set a permission in the team role settings that disables Takeoff Mode access for selected team members.
Lawrence Naranjo 24 days ago
Client-Facing Visual Summary Dashboards
Owners in condo buildings want to see status at a glance, not dig through spreadsheets. Request: Trade legend table in proposals showing each icon, trade name, and what it covers VE summary dashboard showing total VE savings, net schedule impact, with tags like "Best Value," "Budget Only," "Design-Driven" Condo & permit mini-dashboard showing: Permits (Not applied / Submitted / Approved), Condo package (Incomplete / Under review / Approved), Deposits & fees (Pending / Paid)
Jose Gras 25 days ago
Client-Facing Visual Summary Dashboards
Owners in condo buildings want to see status at a glance, not dig through spreadsheets. Request: Trade legend table in proposals showing each icon, trade name, and what it covers VE summary dashboard showing total VE savings, net schedule impact, with tags like "Best Value," "Budget Only," "Design-Driven" Condo & permit mini-dashboard showing: Permits (Not applied / Submitted / Approved), Condo package (Incomplete / Under review / Approved), Deposits & fees (Pending / Paid)
Jose Gras 25 days ago
Standard Language Blocks & Clause Library
Request: Add a reusable clause library that I can drop into proposals — things like: Permit disclaimer clause (work will be performed under required permits and inspections; durations depend on municipal review) Condo compliance clause (no work starts until contractor package is approved, deposits are posted, and permits are issued) VE decision clause (VE options are not included unless explicitly marked "Accepted by Owner" and signed) Each clause should be taggable (e.g., "Condo high-rise – Miami Beach", "Residential – no condo") and auto-fill with the building name and relevant details.
Jose Gras 25 days ago
Standard Language Blocks & Clause Library
Request: Add a reusable clause library that I can drop into proposals — things like: Permit disclaimer clause (work will be performed under required permits and inspections; durations depend on municipal review) Condo compliance clause (no work starts until contractor package is approved, deposits are posted, and permits are issued) VE decision clause (VE options are not included unless explicitly marked "Accepted by Owner" and signed) Each clause should be taggable (e.g., "Condo high-rise – Miami Beach", "Residential – no condo") and auto-fill with the building name and relevant details.
Jose Gras 25 days ago