Handoff's AI assistant is available throughout the entire platform, giving you instant help wherever you are in the app. Whether you're managing projects, creating invoices, or working with clients, your AI assistant is just a tap or click away.
How to Open and Use the AI Assistant
Overview
The AI Assistant helps you manage projects, clients, invoices, proposals, and business analytics across Handoff. It understands the page you are currently viewing and can complete tasks for you through simple conversation or voice commands.
This guide explains how to open the AI Assistant, what it can do, and example prompts to help you get started.
Open the AI Assistant
On Desktop
Click Ask AI in the left sidebar.
Start typing your request in the chat window.
The assistant is available from any page in Handoff.
On Mobile
Tap the Use Handoff AI input at the bottom of your screen.
Enter or speak your request.
The assistant works from anywhere in the mobile app.
What the AI Assistant Can Do
The AI Assistant can see your current screen and assist with tasks across your business.
Project Management
Show all active projects
Get project breakdowns by status
Find projects for specific clients
Extract information from project files
Client Management
Create new clients
Find client contact information
Show project history for a specific client
Generate lists of top clients by time period
Invoicing and Proposals
Create invoices with custom payment splits
Send proposals by text or email
Find unpaid invoices
Resend overdue invoices automatically
Business Analytics
View project breakdowns by status
See revenue summaries
Analyze project types such as kitchens or bathrooms
Track completion rates
Prompts You Can Try
Use these examples to start interacting with the AI Assistant.
Clients
"Give me a list of all my projects for Justin Watkins"
"Show me all my active projects"
"Who are the top five clients I've worked with during June?"
"Give me a list of all my projects in unapproved status"
Finances
"Give me a list of my unpaid invoices"
"Show me my project breakdown by status"
"Give me a breakdown of all my kitchen projects, including project total, price, client, and date"
Takeoffs
"Extract the square footage of the house for this project"
"Help with itemizing my receipts that I uploaded"
"Do a takeoff of the window schedule"
"Compare budget versus high-end finish options for this home"
Proposals
"Edit my client message into numerical bullets and provide rough quantities for each key scope"
"Add generic terms for my residential construction company, including my 365-day warranty"
"Assign this proposal to my client Charlie and create invoices for a 25-25-50 split on the job with due dates set to August 4th"
Overdue Documents
"Resend unpaid invoices"
"Resend unapproved proposals"
"Download the PDF for my recent kitchen job"
Key Features
Voice Commands
Use the microphone to speak requests while driving or working on-site.File Analysis
The AI can read blueprints, contracts, and receipts and extract specific information.Notifications Summary
Open the Notifications panel and tap Summarize last 24 hours to get a recap of recent business activity.Multi-Project Views
Request information across your entire business at once.Smart Organization
Start new chat threads to keep topics organized.Context Awareness
The AI understands the page you are viewing and works with that information.Complete Task Automation
The AI can click buttons, fill out forms, and navigate Handoff on your behalf.
Getting Started
Open the AI Assistant.
Type or speak your request.
Review the response and continue the conversation as needed.
Click the chat history button to review past interactions or search for previous answers.
The AI Assistant remembers prior conversations and can search your chat history for keywords. Use it to quickly find information, complete tasks, and manage your business more efficiently.