Handoff's AI assistant is now 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 click away.
Why This Changes Everything
Before, you'd spend hours digging through project lists, jumping between screens, and manually tracking down client information.
Need to find all your kitchen projects from June?
That meant scrolling through hundreds of entries.
Now your AI assistant does the heavy lifting. It can instantly pull data from across your entire business, draft documents on command, and handle tasks that used to eat up your day. Think of it as having a skilled office manager who never sleeps, knows every detail of your business, and can complete tasks faster than you can describe them.
This isn't just a time-saver—it's a game-changer for how you run your business.
How to Access AI Assistant Everywhere
On Desktop:
Click the "Ask AI Everywhere" button on the left sidebar
Available from any page within Handoff
On Mobile:
Tap the "Use Handoff AI" box at the bottom of your screen
Works from anywhere in the mobile app
What Can AI Assistant Help With?
Your AI assistant can see everything on your current screen and help with tasks across your entire business:
Project Management
Show all active projects
Get project breakdowns by status
Find specific projects for clients
Extract information from project files
Client Management
Create new clients
Find client contact information
Show project history for specific clients
Get lists of top clients by time period
Invoicing and Proposals
Create invoices with custom payment splits
Send proposals via text or email
Find unpaid invoices
Resend overdue invoices automatically
Business Analytics
Get project breakdowns by status
View revenue summaries
Analyze project types (kitchens, bathrooms, etc.)
Track completion rates
Prompts you can try right away:
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 status 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 your requests while driving or working on-site
File Analysis: AI can read blueprints, contracts, receipts, and extract specific information
Multi-Project Views: Get information across your entire business at once
Smart Organization: Start new chat threads to keep different topics organized
Context Awareness: AI sees what page you're viewing and can work with that specific information
Complete Task Automation: AI can click buttons, fill forms, and navigate Handoff for you
Getting Started
Your AI assistant remembers previous conversations and can search through your chat history for keywords. Click the chat history button to review past interactions and find answers to questions you've asked before.
The AI assistant works just like having a skilled office manager who can navigate Handoff, find information, and complete complex tasks for you - all through simple conversation.