Q4 2026
11Lidar scanning capability in Handoff
"It would be cool if it could measure spaces and then use the AI features to cost things out"
Custom Domains
Use your own domain on client-facing pages (proposals, portals, and more). Reinforce your brand at every customer touchpoint.
Task management
Create, assign, and track tasks directly inside your projects. Keep your team aligned and your jobs moving without leaving Handoff.
Automatically send receipt when an invoice is paid.
Self explanatory. My homeowners are not all tech savvy. They do expect to get a receipt emailed right after paying something. Handoff lets them download it from the invoice page, but what if they close out or forget? The email copy lives forever. It’s a common practice.
Invoices - let me Mark as Paid while Invoice is in draft
Right now I have to send the invoice to mark it as paid. There are times where I’ve done the work and already have been paid. I’m just using Handoff for record keeping. It’s awkward to have to send the client an invoice (or send it to myself) to work around this.
Partial Payment Support & Remaining Balance Calculation
Allow users to record partial payments against an invoice and automatically update the remaining balance. The invoice should clearly display the original amount, amount paid, and outstanding balance without requiring manual calculations or invoice modifications.
I want a company-level financial dashboard that I can trust
Right now we’re manually pulling financial reports, but the pipeline data isn’t always accurate because unapproved projects can distort forecasts. I need a clearer dashboard for outstanding balances and company-wide financial visibility.
Materials Purchasing
Once your client approves a proposal, getting materials ordered usually means rebuilding the list somewhere else, going back and forth with suppliers, and chasing receipts afterward. We're working on bringing materials purchasing into Handoff. Order what each job needs directly from your approved estimates, keep track of what's been bought, and see your purchases reflected on the job.
Material selections, allowances and deadlines
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)
Invoice Dashboard
Want a dashboard or somewhere that we are able to view the outstanding invoices with a running total of what is due, what has been paid, etc. We are used to Square who has a whole dashboard that we can search by week, month, etc. to show us income and current AR due.
Q1 2027
No issues scheduled for Q1 2027
Q2 2027
No issues scheduled for Q2 2027
Q3 2027
No issues scheduled for Q3 2027