June 6th 2024

Handoff Product Update - Clients!

 Hey Handoff users,

Big news! đŸ“ĸ 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