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File Management, Powered by AI

Available to Business Subscribers! This feature is rolling out early July!

Handoff Support avatar
Written by Handoff Support
Updated over a week ago

Keep all your project files organized in one place with Handoff's smart file management system. Store construction drawings, site photos, inspection reports, vendor quotes, and any other project documents right where you need them—and use AI to turn those files into accurate estimates.

Why Smart File Management Matters

Running a remodeling business means juggling dozens of files for every project. Construction drawings get lost in email threads. Site photos pile up on your phone. Vendor quotes sit scattered across different folders. Handoff brings everything together in one organized system that your whole team can access.

Key Features

Integrated Camera: Take photos directly within Handoff and store them instantly to the right project

Team Collaboration: Multiple team members can upload files to the same job

Smart Search: Find specific files quickly by searching for keywords like "bathroom photos" or "elevation drawing"

Any File Type: Store drawings, photos, videos, spreadsheets, Word documents, inspection reports, permits, receipts, and more

AI-Powered Estimates: Upload your files and let AI create detailed estimates based on what it sees

How It Works

Handoff makes file organization simple. Every project gets its own folder where you can store all related documents. View files as thumbnails or in a detailed list that shows which team member uploaded each file. Search through your files to find exactly what you need, when you need it.

The real power comes when you're ready to estimate. Instead of typing out long project descriptions, just upload your construction drawings, site photos, or spec sheets. Handoff's AI reads your files, understands what's in them, and creates accurate estimates based on the actual project details.

Perfect for Team Workflows

Send a team member to do the site visit while you handle other business. They can take photos directly through Handoff's camera feature, storing everything to the project folder automatically. When they're done, you've got all the visual information you need to create estimates back at the office.

Step-by-Step: Adding Files to Your Project

  1. Open your project and navigate to the files section

  2. Upload files by clicking the attachment button or drag and drop them directly

  3. Take new photos using the integrated camera feature to capture site conditions

  4. Search and organize using keywords to quickly find specific documents

  5. Generate estimates by asking Handoff AI to create estimates based on your uploaded files

Beyond Storage: AI That Understands Your Files

Handoff doesn't just store your files—it reads them. Upload construction drawings and the AI extracts window counts, door schedules, and material specifications. Share site photos and it understands existing conditions. Drop in vendor quotes and it updates pricing automatically.

This means less time typing project descriptions and more time doing what you do best—building and creating. Your files become the foundation for faster, more accurate estimates that impress clients and win more jobs.


Ready to get organized? Upload your first project files and see how Handoff's AI turns them into professional estimates in minutes.

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