Changelog

Follow new updates and improvements to Handoff.

September 11th 2024

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

August 13th 2024

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!

July 6th 2024

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

June 6th 2024

 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

May 15th 2024

Hey Handoff users,

Our team has been hard at work shipping new features to make your experience in the product even better. Read below for our complete list of product updates. 

Pro tip: Make sure to read to the end to catch every update, including Upcoming Features!

___________________________________________________________

🗺️ Estimate Pricing is now based on your location!

Big news for everyone: You can now set a specific Price Location when starting Estimates! 🎉🌎📍

Handoff AI will use your Price Location to fine tune your estimate pricing to match rates in your area. You can use a city, county, zip code, or address -- start typing and we'll auto-fill the rest.

To save you time, the app will ask to use your device's location. We'll use GPS to automatically set your pricing even quicker.

🧠 New AI: Faster and more detailed

We've released a new AI model that generates estimates 2x faster than before! ⚡The new AI also provides improved material breakdown. 💪

This is available as an early access release. If you're interested in getting in, reply to this email. We'll be releasing this to customers in the coming days.

For example, check out the AI's detailed lumber breakdown for this 10x10 deck. 

💖 Customer Love

Check out these recent testimonials from fellow contractors! 

"Handoff is taking a 1000 pound weight off my chest."

Todd Sheffield, GoHome LLC

"Now with Handoff, we're fast. We just did 3 townhouses with Handoff in 30 minutes. They said "You got the job." It's a serious sales tool for me."

Tony Pope, Atelier7

“Saves loads of time.  Accurately captures the job for cost and planning.  Company is really responsive to customers.”

Aaron Hamilton, Hamilton Valentino Design

"Handoff AI allows me to free up more time, I'll need a new hobby!"

Chad Poznanski, CAP Construction


"Handoff AI is a game changer in helping us develop our long term sales & operations plan … AI is the way of the future."
Matt Smith, equi-linc

⤴️ Move Items with Drag and Drop

Tap and hold any item in your estimate to move an item with Drag and Drop. Drag up or down to drop the item into any group.

◀️ Swipe to Delete

Clean up your estimates fast: you can now swipe left on items to delete them.

✏️ Easier Editing on Phones

We always recommend editing with AI, but sometimes you just need to edit a few items. We got you. Tap any item to manually edit. A simple set of fields will open above your keyboard. You can edit names, quantities, prices, and markups without losing your place. Editing markups is easier too.

🗺️ Upcoming Features

Here's what's planned next:

  • Proposals with AI: including Invoicing, Signatures, Attachments, Terms & Conditions, and Lump Sum formatting! Our AI will write up simple scope of work notes for your clients based on your estimate. 

  • Android App: We're preparing to ship to the Google Play store in the next few weeks!

  • Multi User Teams: Each of your team members will be able to log-in with their own credentials. No more sharing phone numbers! 

  • User Default Settings: You'll be able to set default prices, scope items, and labor rates for the AI to use moving forward. 

See the full roadmap here: https://handoff.featurebase.app/roadmap


Request features here: https://handoff.featurebase.app/

💌 Rate us on the Apple Store!

Are you loving the iPhone app? Please rate us ⭐⭐⭐⭐⭐ on the Apple Store! While there, write a few sentences telling others how Handoff makes a difference for you. It means the world to us!

Click here to rate us

🛠️ Quick Fixes

  • iPads & Tablets: We switched back to a simpler mobile design on tablets. You can access Handoff from any tablet at app.handoffai.com.

  • Proposals: After proposals are sent, we now remove the AI's conversation response from the contractor-facing view. We heard it was confusing.

  • Hyperlinks: We changed the hyperlink included in the outgoing notification texts and emails to your clients. The link no longer mentions AI, to keep it simple.

  • Exports: We fixed the pop-up alert so it's easier to read.

  • Back Button: The button now returns user to the correct screen, every time.

  • Dashboard Statuses: We fixed an issue where users get jumped back to Draft estimates when checking their Sent estimates.

  • "+" button in Groups: On phones, tapping + next to the group row will add items to that group as intended.