Feedback
Changelog

Have something to say?

Tell Handoff how they could make the product more useful to you.

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 10 months 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 Over 1 year 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 Over 1 year 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 Almost 2 years ago

3

Client Info: Company Name + Representative Field

I want the Client Info section to support entering a company name and a separate representative/contact person name. Right now it feels like I have to choose one or the other, which makes it hard to store accurate client details when I’m working with businesses and need both the organization and the individual point of contact.

Douglas Shaw About 20 hours ago

Interactive Proposal for Selection Items

I want to list selection options and have the customer choose which options they want before they lock in final estimate price. There is not an easy method other than sending multiple estimates or manually adding in text in the group or terms and conditions about how selections will work which can be confusing for the client and requires extra work on my end.

Robert Mignogna About 21 hours ago

Ability Hide Sales Tax On Proposal

My old system would allow me to still account for the sales tax but not display it as a separate line item on the contract, it would just automatically be include in the total the customer saw. I do not have a way to accomplish this in Handoff without listing a manual line item and calculate the tax on materials myself which results in multiple steps.

Robert Mignogna About 21 hours ago

Compress/Expand All Items in Estimate

Items are usually grouped by category (e.g., Painting, Demo, Plumbing). When creating an estimate, it’s often useful to see the big picture before diving into the details. With a compress/expand button, it would be easy to see all of the sub-totals and then expand the ones that need more attention. For instance, you’d see Compress/Expand All [checkbox to activate] 1 > Painting $5000 2 > Demo $500 3 > Plumbing $2500 Clicking on the > would expand a sub-total’s items, like it does today

Bruce Brown 7 days ago

Payments tab to show all online and offline payments

I want the Payments tab to show all payments (both online processor payments and manually entered payments) in one combined view. Right now, it only displays credit card payments processed through the system, and I can’t see my manually recorded payments there. I was trying to track all expenses in one place, and it’s confusing and inefficient to have to check multiple areas (project level or invoices) to get the full picture.

Tommy Fisher 8 days ago

handoff to Contractor Foreman Compatible CSV Export Option

Handoff CSV exports don't import cleanly into Contractor Foreman (CF) due to how markup is structured. Handoff exports markup as category-based summary lines at the bottom of the CSV (labor markup, material markup, other markup), but CF expects markup as a column value per line item — or at minimum, a clean line item list without those summary rows.

Woodson Locke 8 days ago

Portfolio Management

I cannot see how my business is performing - I need a way to track hours, material budgets vs actuals, profits at my business level - I need more than just at the singular project level view to run my business. I cannot monitory productivity in Handoff nor see how my financials are. I have to use other softwares to see this type of information and I am looking for a true end to end project management software.

Jim Stewart 11 days ago

Team Performance Reporting: Track estimates, proposals, and closed business by team member

Ability to pull reports tracking team performance: Number of estimates completed per team member (weekly/monthly) Proposals sent Approved proposals and dollar amounts Closed business tracking Use case: Owner wants visibility into team productivity and sales pipeline to manage by the numbers. Currently no way to see a team-level report in Handoff. This ties into the business dashboard and team features planned for upcoming cycles. Key retention lever for multi-seat Business plan accounts.

Dmitry Alexin 12 days ago

1