How To Set Up AI Presets For Your Estimates
AI Presets lets you save your standard labor rates, material rates, and custom estimating instructions. You don't have to repeat them for every estimate! This feature helps Handoff learn your pricing preferences and automatically apply them to future estimates.
Here's how to use AI Presets:
Apple and Android Users: Open the Settings menu by clicking the top left circle icon on your phone, or
Computer users: Click "Settings" in the left hand nav bar.
Select "AI Presets" from the menu options
Select whether you're saving under "My Rates" or "Instructions"
Click the plus (+) icon in the top right to add a new preference
How to save "My Rates"
Use "My Rates" to save:
Labor rates (per hour or per square foot)
Material costs
Subcontractor rates
Unit pricing for specific trades
For example, you can save rates like:
Painting all-in rate: $2.50/SF material+labor
Concrete purchase: $165/CY material only
Hardwood Flooring: $5.00/SF labor only
A few reminders:
Use the last field to Tell AI when to use the rates. You can specify things like "Use this flooring rate on my high end remodels only".
Specify if the rate is material+labor, labor only, or material only.
How to save "Instructions"
Use the Instructions section to save your default instructions that don't involves dollars or rates. Here are some examples:
"Always assume high end finishes on my projects"
"Always assume hardwood floors for my high end remodels"
"Always include these general conditions: temp toilets, temp handwash, debris bin rental, permit fees"
"Always assume my window selections are Anderson Grade A Windows"
Important Notes
Your presets will automatically apply to all future estimates
You can update or remove presets at any time
You can add multiple presets for different types of work
This feature is currently in early access and being refined based on customer feedback