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Display a Material Total and Labor Total on the estimate and proposal, so I can show the customer.

Feature Requests

Currently, Handoff doesn’t tell me the $ total for Materials and Labor. It itemizes them, which is nice, but I need to manually add it up myself manually to figure out the running Material Total and Labor Total. Some projects or owners require this. I prefer that AI does this, because I may miscount manually.

I don’t need Material and Labor broken group by group. Just 1 final total for each is enough.

In some cases, I like to show the homeowners the material costs vs labor costs. Sometimes the clients require it, say for bigger GCs.

My preference may change job by job for this, so i should be able to ajdust.

Posted by Justin Watkins ·
Status: In Review1 comment

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Comments1

  • Ethan Forns

    •

    May 14

    I have created custom templates for this using the AI. I have a detailed report, which shows each category and each item and how much was labor, materials, both, and other.

    I also have a summary version which only shows those amounts per category, then a total for each. I have the AI add it into the proposal when I need it.

    I also use this for allowances, so I can add a table into the customer proposal to show the customer all of the allowances included.

    Try asking the AI copy your proposal template and to add a table with that information to it.

    In the estimate, you have the breakdown view, that will show the totals for the entire job by cost type.