Support

Dave Pucci

Handoff Support

Sofia Herrera

Create estimates, present proposals, get approval, and collect the deposit.

Win the Job

Run active projects: schedules, field work, teams, financials, and client updates.

Manage the Job

Company-level tools: Business Advisor, QuickBooks, payments, and settings.

Run the Business

What Handoff is, plans, subscription and billing, FAQs, and getting help.

About Handoff & FAQs

A collection of resources for new users to setup their Handoff account for optimization 

Getting Started

Resources related to getting a project started in Handoff

Project Setup

Estimates & Proposals

Understand how to manage your clients and their projects

Client and Project Management 

For business users, learn how to leverage finance and online payments for your clients. 

Finance and Payments

Basics on setting preferences & team management

Settings

Review the features each plan offers on Handoff 

Billing and Subscriptions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.