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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 about 1 year 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 almost 2 years 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 about 2 years ago

3

Multiple Terms Template Selection

I want to stack/select multiple preset proposal sections instead of being limited to one Terms & Conditions template. I need recurring sections like warranty language on every estimate, but I also need to add project-specific terms. Right now I have to manually edit and append everything into one block, which is repetitive and hard for customers to read.

Brock prince about 19 hours ago

Proposal Selections for Optional Add-Ons

I need a better way to present optional add-ons or alternate scope items in proposals. When customers ask for optional work, I’m forced to dump those details into Terms & Conditions, which turns the end of the proposal into a long, messy paragraph. I want a cleaner way to show optional items separately so customers can easily review them.

Brock prince about 19 hours ago

Payment Schedule Display Customization

I want to hide the percentage in the payment schedule and show only the dollar amount. When I send smaller proposals, showing both the dollar amount and percentage makes the payment schedule look cluttered and unprofessional (e.g. “$4,000 upfront = 52%”). I like the payment schedule layout, but I want control over how payment terms are displayed.

Brock prince about 19 hours ago

More issues with Daily Logs (beta)

I just created (another) daily log for today and it posted with a May 1 date even though today is April 30. See pic. Is this because I already created a log entry for 4/30 before creating this one? If so, then this means I can't have multiple entries for the same day, which is silly because it assumes the user will remember everything that was done at EOD when that's hardly the case. You should let me enter N entries for a given day. Also, it appears that I cannot edit entries after they've been shared onto the portal. Again, why? Seems like another silly limitation.

Jeff King 1 day ago

1

Documents are difficult to edit.

Using Handoff documents frequently for site notes, I've found the document editor lacks basic editing capabilities that are standard on any other document platform. Specific gaps: 1) No image rotation — when auto-generated documents insert photos taken in non-standard orientations, there's no way to correct them. 2) Images auto-insert at too small a size to be useful for field documentation. The real problem here is that there difficult to resize on a touch screen, I have to remember to do these edits when I get home. This means I can’t just make a document on site and show it to other people the same day. 3) No version history or document recovery. If I need to revert anything, I can’t. 4) I can’t easily move documents to different jobs if I create them under the wrong job. 5) I can’t easily adjust a document to accommodate printing. If I need to print a document, and I want to add a few blank lines to make the next section start on the next page, I can’t do that. I've created 29 documents across 5 projects in 41 days and have needed to edit nearly every one. The document generator itself is excellent — the editing experience needs to match that quality.

Michael Reinhart 2 days ago

Fix Bulk Selection Behavior in Photo Management View

I want a better photo management view that lets me take actions on selected images without forcing bulk delete behavior. The alternate view only lets me mark everything for deletion, and then I have to manually unmark most of them (e.g., “unmark 295 of 300 pictures”), which is inefficient and doesn’t make sense for my workflow.

Bob Sandler 3 days ago

Ai Voice controls

it would be nice to hear the ai voice back everything it understood and talk back like a chat gpt. that way you can hear it read back and/or breakdown everything you gave it instructions to do that way you can concentrate on the other aspects of the estimate without having to read everything it understood, if you hear it make a mistake you can stop it right there and input what you meant or whatever. not super important but i think would be a huge help.

James Soule 4 days ago

Unresponsive app behavior with Daily Log feature

ISSUE 1: I’m consistently getting this behavior when using the Daily Log (beta) feature on the Handoff app. Tap Create New and it spits out this auto-generated header text (see pic) which can’t be edited. I’m unable to tap anywhere within the auto-generated text. When I try, the cursor always go to position 0 in front of “Daily Logs.” I also can’t select/highlight any of this text (to delete it), either. ISSUE 2: Also, why is all the header info empty when there are values for them? Project, client, location, and date are all available to the system but they’re empty here. Why? Did anyone actually test this before releasing to Beta? I also think putting this header info within every log entry is redundant, not to mention needlessly inflate your own backend storage requirements. So, consider removing it altogether.

Jeff King 5 days ago

Suboptimal client onboarding, notification experience on the Client Portal

Not sure if this where we should be submitting feedback on beta features, but I haven’t heard back from Urvashi on other feedback I sent him, and I wanted to make sure this end-customer feedback landed with y’all. As a former PM at a hyperscaler, I know how immensely valuable direct feedback is from end-customers. I recently started playing with the client portal and daily logs beta features. They’re okay, but still need some work. I’ll post another feedback item on the issues I’m experiencing with the Daily Logs. Below is a snap of a thread between me and my client (who also happens to be in software). She’s complaining about the high number of back-to-back text notifications she received AFTER I invited her to the client portal: two general invite messages and 5 messages on daily updates. How did this happen, you ask? Well, before I invited her to the client portal, I created 5 daily log entries for the previous 5 days because there isn’t much of a point inviting her to an empty portal with nothing to see. I’m assuming that other contractors would do something similar. Then, I figured out how to share them to the portal. It was a little clunky but it worked. Then, I invited her, and that’s when she was peppered with all the notifications. My thoughts on how to improve: First, figure out why she received 2 invite messages when she should’ve just received one. Second, add an update frequency feature that allows either the client (preferred) or the contractor to control how often notifications are sent, e.g. immediately, daily, weekly, etc. Construction projects have widely various timelines. Short-lived projects probably need more frequent updates whereas a multi-month or multi-year project probably doesn’t. But let the user(s) decide, is my point. Second, update the notification engine logic to something like: IF (new daily log) IF (client invite not sent) THEN send client invite and include in message “Accept the invite and see the progress your contractor has uploaded for you!” ELSE: IF (invite not accepted AND invite reminder countdown Note: reminder countdown can be system configurable at first, and then maybe configurable by contractor admin role (if such a role exists). ELSE (client has accepted invite): enqueue daily log entry with the rest of the entries enqueued for summary notification. Something like that. :)

Jeff King 5 days ago

Share Files and Schedule to Client Portal

Contractors need the ability to share Files and Schedule sections with clients through the client portal — not just Estimates and Daily Logs. Use case: share project files (photos, documents) and the project schedule with homeowner clients, while keeping internal notes private. Currently only Estimates and Daily Logs are shareable. Files and Schedule have no share toggle. Reported by Bob Sandler (Pro plan, insurance restoration GC).

Dmitry Alexin 7 days ago

1

Add more colors in the scheduling feature

Right now, the scheduling feature only comes with 6 colors. In some cases you break down things even more. Like if I was to break down hanging drywall versus mudding drywall. I would like a red and a darker red. Another example is for rough MEPs, if I wanted to break that down to mechanical, electrical, and plumbing separately, if I was to use orange, it should be, you know, orange, burnt orange, you know, dark orange, something like that. So that's what I highly recommend.

Bob Sandler 9 days ago

Payment Processing

On the top of the screen where it says payments are active, it should also show my current rates, processing times, a link to terms & conditions and a link for modifying the account. We should also be able to toggle on/off cc as other users have expressed. My tickets are typically high dollar and clients are almost offended they have to pay a fee on top of the fee they are already paying to their cc provider (which they normally don’t do by paying it off before the billing cycle). ACH is a great convenience and nice to offer. Handoff provides very limited access and control of our payments and cashflow. This should be very transparent and more manageable.

Forrest Tlustos 9 days ago