Make Dashboards searchable

Allow Users to filter and/or search for information within the various project Statuses (pills).

Doug Hugo 6 months ago

Feb 28

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 6 months ago

Oct 14

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 12 months ago

2

Apr 30

Project Management

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 12 months ago

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 12 months ago

Oct 31

Integration with EagleView

I want to be able to drag and hover EagleView PDFs into Handoff and have it overlay with my labor pricing and spit out a total job cost.

Parker Brooks 1 day ago

AI Presets for Proposals

We don’t like the wording that is generated by AI and are having to customize each proposal now and I’d like that portion to be preset if possible.

John Siebert 7 days ago

Built-in scheduling feature

Hopefully there'll be a feature wherein we can schedule meetings with clients on the app.

Michael Juarbe 8 days ago

Ability to choose multiple terms and conditions into a proposal and an additional field for an additional alternatives

In Terms & Conditions you can load those but only one of your presets is can be applied in the proposal . If you can load more than one preset Terms & Conditions you can modify the structure of those terms of you to multiple different projects like we do. I would like to be able to select more than one preset in the terms & conditions section. Would also like a section before that for Option or Add Alternates that otherwise font add into the total of a project versus uploading a bunch of attachments which makes it more unprofessional.

An Anonymous User 9 days ago

Sync with Google Contacts

Hoping to have a way to actively sync with Google Contacts.

Colin 10 days ago

Add a visible column in the internal estimate for cost codes.

An Anonymous User 16 days ago

Have the visibility to see the base price and markup price side-by-side in the estimate

I'd like to be able to see my group total price Including the markup. It only shows the base price but shows the markup total price at the bottom, but I want to see the bold number next to each group as the total cost to the client. It adds time to have to go and create a proposal to view the total cost.

An Anonymous User 17 days ago

Financing options

I would like to see an Acorn financing Button one day soon. Love the app. Keep up the great work.

RichL 19 days ago

One click Lowes checkout

Love to the connection with Lowes, and hoping to see improvement where I can click one button and add all items to the Lowes cart to order. I’m also excited for additional integrations — ABC Supply, the bigger lumber yards, Floor & Decor, etc.

Ryan Beckland 22 days ago

CSV export should include types: Materal, Labor, etc

I use the CSV export as my shopping list to order materials. But the export doesn’t flag the line items as Materials or Labor, so I have to spend unnecessary time going through and figuring it out. Would save me a lot of time to just include that info for each line item.

Ryan Beckland 22 days ago

Bug: Markup resets to default every time I add something to the invoice

Any time the invoice loads new data the markup seems to change back to the default rate.

Ryan Beckland 22 days ago

Bug: Changing the job name constantly resets

When i try to change the job name the field constantly resets or doesn’t save all of the data I enter.

Ryan Beckland 22 days ago

1

Add rate types 'Equipment' and 'Subcontractor' to My Rates

There’s like 4 categories of COGS expenses on a job that are important to track - Labor, Materials, Sub work, and Equipment. Equipment usually means stuff you rent - scaffolding, an excavator, a plate compactor, etc. Stuff you don’t use enough to own but you need sometimes for a job. Over runs on those costs can have a big impact on profitability so we need to track those costs to budget. Subcontracted work is self-explanatory, and its neither labor nor materials bc subs usually bid to include materials.

Ryan Beckland 22 days ago

Make restrictions from deleting a Handoff account with an active subscription

Implement restrictions to prevent the deletion of a Handoff account that has an active subscription. Users attempting to delete their account should receive a notification informing them that account deletion is not permitted while a subscription is active. Additionally, provide users with an option to cancel their subscription first before proceeding with account deletion.

An Anonymous User 23 days ago

Make the words "Client Message" dissapear

Once you delete the client message you still have this two words there in the proposal

An Anonymous User 24 days ago

Export CSV with headers matching ClickUp CRM import

The customer encounters header mismatches when importing Handoff's CSV into ClickUp CRM, requiring manual header updates each time.

An Anonymous User 25 days ago

Quickbooks - Sync to Budget

If possible it would be amazing to be able to push data from the estimate into a budget for the project in QBO.

Ryan Beckland 25 days ago

Quickbooks - customize product mapping

Currently every line item in the Handoff estimate ports to QBO as a “Services” item. Need to be able to map the line items to the products/services currently in my QBO list to really make this useful.

Ryan Beckland 25 days ago

Allow me to send a copy of the scope to my team (without pricing)

How do I print off a contract without pricing? I’d like to give my guys a copy of work that’s on the contract,it give me a better options of not constantly explaining. John A. Reese III, Owner Reese Remodeling & Renovations reeseremodelingllc@gmail.com 215-939-3483

An Anonymous User 25 days ago

Let me sync Projects to QuickBooks

QuickBooks has a “Projects” feature. Their projects hold estimates and invoices and are associated with a client. I would like to sync a Handoff Project to a QuickBooks project. Ideally I’d like this to be two way. https://quickbooks.intuit.com/learn-support/en-uk/help-article/manage-projects/set-create-projects-quickbooks-online/L9GAdLMyT_GB_en_GB

Justin Watkins 25 days ago