Our mission is to build the best tools for your residential construction business. Last year, we gave every contractor in America that ability to instantly create accurate estimates with AI. Now, we're tackling your entire project management flow with the introduction of Handoff Projects.

Projects turns Handoff into an all-in-one management tool for your jobs. We put estimates, proposals, change orders, and invoices in one place. With the transition to Projects, our AI will go from being your personal estimator to your back-office business assistant. 

In the near future, Projects will also include notes, file storage, and a project calendar. Soon, you'll be using AI to generate estimates from photos, notes, and files.

Benefits of Projects

• All-in-one management - keep estimates, proposals, change orders, and invoices in one place

• Better organization - quickly see all documents related to a specific job

• Clear financial tracking - view project value, payments received, and amounts still to invoice

• Status visibility - instantly see where each job stands in your workflow

• AI change orders - we're the only platform that creates change orders with AI

• Estimates from notes and photos - the transition to Projects will allow our AI to create estimates from notes and photos in the future

Now Available in Projects: Change Orders

You can now create, send, and manage Change Orders directly in Handoff. This allows you to quickly handle scope changes after a proposal has been signed.

Change Orders work like mini-estimates. They will show the differences between the original agreement and new work. Change Orders can be sent for client approval, just like proposals. You can require client signatures, collect change order payments, and attach photos documenting the change in scope.

Handoff is Now the Cheapest and Fastest Way to Process Customer Payments

We've reduced our payment processing fees to be the cheapest in the industry.

• Credit card processing fees have been lowered to 2.85%

• ACH transfer fees have been lowered to 1% (with a $10 cap)

Plus, as a Business user of Handoff, your funds will be processed and transferred to your bank account in just one business day.

Coming Soon: Add Notes & Files

Soon, you'll be able to store written notes or audio notes from site visits and throughout your job's lifetime. Plus, you can save jobsite photos, videos, drawings, reports, sub bids, and any other file throughout your job's lifetime.

Coming Soon: Generate Estimates From Notes, Photos, and Files

You asked, we're delivering. Soon, our AI will be able to generate estimates from notes, photos, files, and files.

Thank You For Being a Member of the Handoff Community

This is just the beginning! Keep sending us feedback - you can direct message us within the app or email hello@handoff.ai anytime.

Handoff Projects: Manage Your Entire Project Lifecycle With Handoff

With the release of Projects, you'll soon be able to store all your estimates, proposals, and invoices for a project in one place.

Plus, we're adding several frequently requested project management features such as:

• Project Notes

• Project File Storage

• Change Orders

• ... and more

Your AI is Getting More Intelligent and Capable With Our New "AI Router"

We're making Handoff's AI able to respond to a wider variety of requests. It will be able to modify invoices, update proposals, change presets, answer support questions, export files, duplicate estimates, and much more!

You'll also be able to "Ask AI" directly in search. If you can't track down an estimate, or simply have an estimating related question, Handoff will provide your with an answer

You Asked, We Listened - Unit of Measurements Can Now Be Edited Manually

All users can now manually edit the unit of measurement (UOM) field in Handoff. This includes the ability to completely delete or hide the UOM from any estimate (i.e. removing SF from the end of a line item).

Recent Stability Fixes

• We fixed an issue where AI would report that authentication issues or technical issues were preventing it from creating estimates.

• We fixed an issue where the AI incorrectly saved project-specific instructions as AI Presets (which would be used every project).

• We deleted incorrectly saved AI Presets.

• We fixed an issue where the estimate table would scroll up/down unexpectedly when selecting an item.

• We fixed an issue where the "Use Handoff AI" input box would stay open after submitting long prompts (which would obscure the chat history)

• We fixed an issue where user phone numbers in settings displayed with the last digit cut off.

• We fixed an issue where the "Use Handoff AI" input box would flicker after pasting a long prompt.

• We fixed an issue where the right-hand manual editing panel reset when the Units dropdown is clicked.

• We fixed an issue where when users refresh while AI is creating/updating an estimate, and they lose the visual indicator that AI is "Creating estimate..."

• We fixed an issue where the QuickBooks status and Handoff status were not properly sync'd.

New year, new features

We’re excited to share our updates to Handoff that will make estimates faster and more accurate in the new year.

We’ve made significant improvements to the new AI Chat and AI Presets features launched last month. AI Presets allows you to save your standard labor rates, material rates, and custom estimating instructions - so that you don’t have to repeat them on future estimates.

We’re also adding drag and drop, which allows you to manually reorder groups in any estimate or proposal.

Read on for all the details.

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AI Presets

In 2025 - no more repeating yourself. AI Presets lets you save your standard labor rates, material rates, and custom estimating instructions. This feature helps Handoff learn your pricing preferences and automatically apply them to all future estimates.

Here’s some examples of rates you can set right now:

• Painting all-in rate: $2.50/SF material+labor

• Concrete purchase: $165/CY material only

• Hardwood Flooring: $5.00/SF labor only

AI Presets support custom instructions too. Get inspired with the below examples:

• "Always assume high end finishes on my projects"

• "Always assume hardwood floors for my high end remodels"

• "Always include these general conditions: temp toilets, temp handwash, debris bin rental, permit fees"

• "Always assume my window selections are Anderson Grade A Windows"

To set up AI Presets, navigate to the Settings page and select AI Presets. From there, you can set My Rates and Instructions. Or click here to visit AI Presets.

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Drag and Drop Groups

You can now manually reorder groups in any estimate or proposal. First, tap the caret on any header to collapse the group. Then, select and hold on the group, and drag it to your preferred location. Any reordering will carryover into your proposals too.

If you'd like to save a group order for AI to always follow, create an AI Preset and write it as an Instruction: "Always order my estimate groups like this: Excavation, Demolition, ... "

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Update Screens

Occasionally you will be presented with an update screen. Make sure to always accept the updates so that you always have important updates and fixes to Handoff. These updates take less than a minute and don’t worry, all your work is saved - always.

At anytime, you can also go to your Settings and tap “Check for updates” in the bottom right corner to ensure you’re up to date.

New Onboarding Experience

Now, when users sign up to use Handoff, we'll better customize their first experience by learning their typical project types, level of finish, local pricing, and markups. As a result, new users get a better understanding of Handoff, and more importantly, better initial estimates.

We may be rolling this out to users who have been inactive, so visit back soon.

Coming Soon

• Global Search: we're adding a search bar so you can easily look up any estimate, invoice, or client in Handoff.

• Quickbooks: we're researching an integration to Quickbooks Online, where we can sync Handoff's estimates and invoices to Quickbooks. If you're a loyal Quickbooks user, reply to this email with what you'd need in this feature, and let's chat.

• Stronger Chat: We're constantly making Handoff's AI smarter and resilient. We have projects in the works to (1) improve AI responses and make its questions more relevant, (2) ensure the chat never hangs or freezes.

Check out our full roadmap here. We always appreciate feedback for our existing and future features.

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Bug Fixes & Improvements

• Fixed keyboard issues where the keyboard covers content, fields, searching

• Fixed Macbook/Safari issues where chat input collapses in height

• Fixed logo upload issue on Macbook/ Safari

• Fixed issue where invoices can pull up the wrong client

• Fixed issues where some users weren't receiving Lowe’s prices

• Fixed placeholder text "Loading..." in Terms and Conditions

• Fixed Android device back button. It works the same as in-app back buttons now.

• Fixed Location Errors. Impacted users can now allow location and not get stuck in a loop

• Fixed root causes of Handoff app crashing mid session or failing to open

• Fixed issue where they keyboard closes suddenly while typing

• Fixed issues where voice-to-text microphone transcribed incorrectly, loaded indefinitely, failed, or crashed the app

• Fixed issues where long item names in an Estimate caused overlapping text in the Proposal

• Fixed issue where the wrong Terms and Conditions could display on a proposal

• Fixed issue where "(null)" appears as a unit of measurement

• Improved Facebook mobile experience

• Resolved location setting problems

• Improved voice-to-text accuracy

• Reduced app lag across all features

• Fixed proposal download suggestions

• Ensured reliable loading of client dashboards

You asked, we listened. In November, we released several updates to make your estimating process even faster and more accurate.

• AI Chat - your new personal estimator

• AI Preferences - set your preferred rates for the AI

• Multiple Terms & Conditions

• 2 New Proposal Formats

• Significant Bug Improvements

Check out the full list and details below.

AI Chat - Your Personal Estimator

Our new AI Chat feature turns estimating into a simple conversation. Here's what it can do.

Conversation & Version History

• View your entire chat history with the AI, just like texting on your phone

• Jump back to any previous version of your estimate - no more worrying about mistakes

Start with Templates

Choose from common projects and get pre-filled descriptions

Follow-up Questions

The AI asks smart questions to ensure accurate estimates

Voice to Text

Just tap the microphone and speak your instructions from any device

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AI Preferences - Customize Estimates with Your Preferred Rates

We know every contractor has their own way of doing things. That's why we've added AI Preferences:

Save your Rates

Set your default labor and material rates once. Use them for every estimate.

Save Your Instructions

‍Specify your typical level of finish and material selections

‍

Auto-Save Preferences

The AI learns from your estimate edits and saves your preferences automatically.

Find AI Preferences right at the top of your Settings page, just below General Settings.

Multiple Terms & Conditions

Save different sets of terms for different project types or team members. Use them as templates and customize per job.

New Proposal Formats‍

Customize proposals to your clients' needs with these two new estimate layouts:

• Item Totals: See line item prices alongside group-level totals

• Full Breakdown: Display quantity, unit cost, and line item totals

Don’t worry, your markup stays confidential in both formats.

Coming Soon

We're committed to constantly delivering new features that improve your business. Here's a little sample of what's coming up:

• Revamped Onboarding: Our AI Chat will walk new users through creating their first estimate with AI. We’ll ask about your company and some basic preferences, so we can deliver more relevant estimate examples and accurate prices.

• Global Search: You’ll be able to search for any keyword or client name, and pull up associated estimates, proposals, invoices, contact info, and more. As new features and document types are added to Handoff, you can search for them.

• Faster Invoicing: We are actively talking with payment providers to reduce the time from client payment to payout to your checking account. We’ll keep you posted when we can make faster turnarounds available.

Check out our full roadmap here. We always appreciate feedback for our existing and future features.

Bug Fixes and Improvements

• Fixed AI Chat stability issues

• Resolved location setting problems

• Improved voice-to-text accuracy

• Reduced app lag across all features

• Fixed proposal download suggestions

• Ensured reliable loading of client dashboards

Hi Handoff customers,

We have a new integration to supercharge your estimate’s accuracy.

Handoff is partnering with Lowe’s to bring you live material pricing inside your estimates!

We know it’s critical for your business that our AI creates estimates with up to date data. Now, when you create an estimate, our AI will match materials in your estimate to the Lowe’s catalog and pull in real-time pricing.

Lowe’s Pricing: How it works

• Automatic Lookup: When you start estimates with AI, Handoff will automatically look up material pricing from our Lowe’s catalog of 80,000+ items. When we find a matching material, we’ll pull that into your estimate. The Lowe’s logo on the item shows that the price comes from the Lowe’s catalog.

• Direct Links to Products: Click on any item to see the Lowe’s product link. You can click it to jump to the Lowe’s website or Lowe’s app.

• Up to Date Pricing: Our Lowe’s pricing catalog is updated daily. You can create estimates with confidence knowing you’ll always have accurate pricing.

• Comprehensive Coverage: Our Lowe’s catalog covers all material groups: drywall, framing, paint, appliances, tile, flooring, cabinets, plumbing, electrical, and much more.

Here's why our new Lowe's Integration is a game-changer:

1. You’ll get more accurate estimates.

2. We cover 80,000 materials across all product types.

3. No more calling vendors or googling prices.

4. Never worry about your prices being up to date.

This feature is rolled out to all Handoff customers. No additional setup is required.

Click here to start a new estimate with Lowe’s Materials today

More Lowe’s Features coming soon

We're not stopping here! In the coming months, we'll introduce more integrations to speed up your estimating and purchasing. In Handoff, you’ll be able to:

• Browse the Lowe’s Catalog from your estimate

• Switch out the Lowe’s material used for different items

• Purchase materials directly from Lowe's, without leaving Handoff.

Make sure you have the Handoff mobile app installed

Download on the Apple App Store

Download on the Google Play Store

That's what's new this month. Start creating those estimates with real-time Lowe's pricing and win more jobs. Let us know how it goes!

Click here to start a new estimate with Lowe’s Materials today

Hello Handoff customers,

The wait is finally over. We're excited to announce the release of our most requested feature: Digital Invoices and Online Payments! We know how critical this feature is to your business, so we've spent months polishing and testing it to make sure that you can get paid FAST.

Plus, read along to learn about our Digital Signatures feature now available inside AI Proposals.

Digital Invoices and Online Payments

We're excited to announce the release of our Invoicing and Online Payments feature!

We've partnered with Stripe, a top US payment processor, to securely facilitate invoice payments and make the money available directly in your bank account.

If you are a Business plan subscriber, you can now find the Invoicing feature available on your account. Follow the instructions inside the app to complete the integration with Stripe and start getting paid faster!

• Instant Invoicing: Create an invoice with a tap of a button from your AI Proposal or from the Invoicing menu.

• Direct Bank Transfers: Once you connect your bank account, the Invoicing feature will be activated. Whenever a client pays you through Handoff, funds will be transferred directly to your bank, eliminating the risks of dealing with cash or paper checks.

• Payment Options: Your clients can pay by Credit Card, Debit Card, or ACH. Payment fees are passed on to your clients, keeping your profits intact.

• Get notified: Handoff will notify you immediately when clients open your invoices and complete payments.

To summarize, here's what makes our new Invoicing feature amazing:

1. Get paid on time.

2. No more manually writing invoices or driving around collecting checks.

3. You’ll look more professional.

4. Stay organized with estimates, proposals, and invoices in 1 app.

5. No fees to the contractor.

Remember that you’ll need to connect your bank to enable Invoicing. If you need help getting set up, contact our Support team in the app.

NOTE: Invoicing is only available to Handoff customers on our Business plan.

Digital Signatures

You can make AI Proposals even more official thanks to our new Digital Signatures.

• Legally Binding Agreements: With digital signatures from both parties, pursuant to your Terms and Conditions, your agreements are rock solid.

• No More Paper: Eliminate the need to print and hunt down wet signatures, saving time and hassle.

Make sure you have the Handoff mobile app installed!

A quick reminder that our Android and Apple apps are live. Access Handoff on the go and manage your projects with ease.

That’s what’s new this month. Start sending those digital invoices and make more money. Let us know how it goes!

Hey everyone, you might have heard the rumors about our BIG announcement 👀

…so here it is 🎆

Handoff finally has an Android app! You can download it by clicking the link below

Click here to download the Android App.

Our new Android app ensures you have the latest Handoff features: AI-powered Estimating, Proposals, Client Management, and all future releases. The app simplifies logging in: no more links to memorize.

Whether you're on the job site, in your truck, or at the office, Handoff is now right at your fingertips. The app is compatible with all Android phones and tablets.

Please rate us! If you’re on Android and enjoying Handoff, please rate us 5 stars and write a brief review on the Google Play Store. Click here to rate us! Your feedback helps us improve the app for everyone.

Let’s keep building,

The Handoff Team

 Hey Handoff users,

Big news! 📢 Clients can now be saved in Handoff!

• You can manage each Client's estimates and contact info in one easy place.

• You can assign and send estimates to Clients in seconds.

• We've created Clients for you based on any previous Proposals you've sent.

Keep reading for a brief video walk-through! 

Find your Clients in the Navigation Bar

Tap a Client to view their Estimates

Easily Edit a Client's Contact Info

Send an Estimate to a Client in seconds

View Clients on either Desktop or Mobile

If you prefer using your desktop or laptop, great! Clients are accessible there too.

Click below to watch this 1-minute desktop demo. 

Video: https://www.loom.com/share/f4770d714e3b4a2b95bf4842c2a81bee?sid=13a7bd91-1694-40ff-8c04-38c56a5797f6