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 over 1 year ago

May 19

In the future, this transition will allow Handoff to store project photos, project notes, project drawings, change orders, material lists, and similar documents in 1 place.

Justin Watkins almost 2 years ago

1

May 19

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 almost 2 years ago

Jan 31

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 about 2 years ago

May 19

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 over 2 years ago

3

May 19

Project Management

I would love to be able to set materials as allowanced, but also list a specific product. Include a deadline for customers to change the material. -For example, I could specify a specific floor tile to use as the allowance for a job. -Then set a specific deadline for the customer to change that material (ideally this can be done through the schedule, so I could set a rule, 6 weeks before tile task is their deadline.) -This way if they do not make a change by the deadline, the job can move forward with the original material. Another nice feature would be to offer other selections the customer could choose from with the ability to specify markups for each independently(we may have a supplier that we can get a certain product well below regular pricing and mark that up much more than another product.) Add in the ability to include an allowance summary table in proposals or as a separate document, so we can show a client a clear list of all allowanced materials and the cost they would have to spend at the store on those items(ie $1200 store cost for vanity, $4/sqft for tile, etc)

Ethan Forns about 10 hours ago

The navigation for Handoff is now in the left pane (desktop Windows PC), which is fine. However, since this change, whenever I click into a tab inside a project, the navigation pane changes to the global echelon instead of remaining at the project echelon. So, if I click on a daily log, I can’t immediately navigate to the documents tab within the project because the navigation pane shows only the global links (i.e. project search). This is a small setback, but I use Handoff on my computer daily to manage 8 to 10 jobs daily. This small set back turns into several hours of lost time over a month. I would think it was an easy fix.

John Baxter 5 days ago

Please separate the project lifecycle from the change order lifecycle. When a change order is submitted for an active project, the project should remain In Progress while only the change order is marked Pending Approval. Automatically moving an active project back to Bidding creates inaccurate project tracking and requires unnecessary manual status changes. This would better reflect real-world construction workflows and improve dashboard reporting.

Stephen Grieser 6 days ago

I’d like to request a reporting feature that provides a clear monthly and yearly breakdown of company sales and production. The dashboard should show: Total sales generated each month and year Which salesperson brought in each project Total contract value generated by each salesperson Number of contracts sold by each salesperson Average contract size by salesperson Total amount of work produced or completed Breakdown of projects by contract size, such as small, medium, and large contracts Ability to filter reports by salesperson, date range, project status, and contract value Comparison of sold contract value versus completed production value It would also be helpful to include charts and exportable reports so business owners can easily track sales performance, production volume, and overall company growth.

Jamie Spurlock 6 days ago

The user would like to have the option to manually tag a proposal as declined if their clients did not decline it on their end. Archiving the proposal doesn't work for them.

An Anonymous User 11 days ago

I work on both residential and commercial jobs, and the right follow-up timing is totally different for each. For residential projects, I want to follow up within a couple of days — homeowners make decisions quickly. For commercial, the decision cycle is much longer and I need more time between reminders. Right now the follow-up reminder cadence is one-size-fits-all. I’d like to be able to configure separate cadences based on project type (residential vs. commercial) so the timing actually fits how those clients make decisions.

Max Fhadil 12 days ago

It would be great if we could have different levels of notes. so on an estimate(and in our custom cost books) there would be general notes/description everyone sees. then we may need more specific notes that only the subcontractor or employee performing that task needs to see. we might also have notes we only want the client to see. and we would have notes only available to us.

Ethan Forns 12 days ago

It would be great if we could provide approvals to clients for materials. So say I offer an asphault roof, I have all the color options available for the client to choose from, maybe even options that include a cost increase. The client approves the color they want and now we have a stored record of their formal approval. Then we also have a full record of materials for future reference. ie bedroom 1 wall paint color, living room hardwood stain color, etc.

Ethan Forns 12 days ago

It would be great to be able to store sub contractor licenses and insurance with their expirations. And add automated reminders to be sent before they expire. So we could dictate that 30 days before it expires, the system automatically sends an email or text letting the sub know it is expiring and we need an updated certificate.

Ethan Forns 12 days ago

I want the system to log exactly who a document was shared with when I share it from within the platform. Right now I can see that a document was created or shared, but I can't tell which recipient received it. This makes it difficult to verify communications with multiple stakeholders.

Bob Sandler 12 days ago

When prices or details change on an existing catalog item, the AI agent creates a new duplicate line item instead of updating the existing one. This breaks catalog integrity and causes downstream issues. Catalogs are inherently dynamic. Construction material prices shift frequently. So, users need a reliable way to update catalog items over time without manual cleanup. Expected behavior: Updating a catalog item (price, description, etc.) should modify the existing record in place, preserving its position in the hierarchy and any linked estimates or proposals.

Aaron Rouse 13 days ago

If I upload receipts to an invoice, I would prefer if they go ahead and post over to the project files vs having to load them in to files and then attach them. We have running invoices and this would be a huge time savor.

Paul Dixon 14 days ago

We should be able to store full subcontractor information in the system (i.e. license, insurance, trades, work area, notes, etc.) We can easily use these contacts to identify subcontractors who can complete various jobs.

John Baxter 15 days ago

on the schedule page there is filters. on the client filter is it possible to just show the prompted client. It currently shows you the list of everyone . When I narrow the projects and the assignee can it narrow the client to match as well.

Arturo Nesci 17 days ago

In our experience, some times clients have selected finishes or items already selected, or have an idea but would like us as the estimators to provide a sample photo. In Joist, its possible to add photos to line items displaying finishes or particular products. It would be tremendously helpful if we could attach photos to the proposals or the estimates DIRECTLY on the line item rather than attaching the photos at the very bottom of the proposal. I noticed on certain catalog items, clicking into the detail shows an image of the item. If there was a selectable option to display the catalog photo on the proposal that would be great.

Giovanny Gezalyan 18 days ago

Any document in handoff should have an internal link. I should be able to ask the AI to create a shareable url and there should be a option in the options menu to create a shareable url. I should be able to send it to any person who already has access so they can directly click the link and open the document in Handoff.

John Baxter 18 days ago

I need a way to have two separate descriptions on each catalog rate: one internal (used by the AI for scoping and pricing) and one client-facing (what shows up on the proposal). Right now when I add details to my rate descriptions so the AI knows how to scope things correctly, those same internal notes show up on the proposal to my client. I should be able to write detailed internal notes without having them appear in front of my customer.

Josiah Phillips 21 days ago

I want the AI global chat agent to be able to bulk update rate-specific settings like markup, profit, and tax — and do it per service/rate type, not just globally. Right now I have to go in and set these one at a time for each rate, and I have different markups depending on the service. It takes forever. I should be able to tell the AI something like "set markup to 30% for all painting rates" and have it handle the bulk update.

Josiah Phillips 21 days ago

I need the ability to add initials fields and more than one signature field to my documents and proposals. Right now there is only one signature spot, but many of my documents require clients to initial in multiple places and sign more than once — similar to how DocuSign works. I need to be able to place initials and signature fields wherever I need them on any document I send through Handoff.

Josiah Phillips 21 days ago

1

I’m finding that when I make requests such as standardizing certain things or boiler plating items into estimates as standard, they can’t actually be accomplished. But the bot tells me that they can be accomplished, which is frustrating and time wasting when we find ourselves having to double check after those things were omitted on the next estimate. I’d like to see the bot be more up to speed on what can it can’t be accomplished so that we don’t have to pose every single question to engineering or a success coach.

John Rhein 21 days ago