Step 1: Export Your Estimate from Handoff
Log into Handoff (app or desktop).
Open the estimate you’d like to export.
In the top-right corner of the estimate, click the ellipses (three dots).
Select "Export CSV" and save the file to your device.
Step 2: Import the Estimate into JobTread
Log into your JobTread account.
Open the project where you want to import your estimate.
Click on the Budgets tab.
Find and click the Upload/Import button. (If your screen is minimized, expand to reveal the button.)
Upload the CSV file you exported from Handoff.
Step 3: Map Your Fields
Match your fields from the Handoff CSV to JobTread fields as follows:
JobTread Field | Handoff Field |
Group Cost | Group |
Item Name for Cost | Item Title |
Quantity | Quantity |
Unit of Measurement (UOM) | UOM |
Unit Cost | Rate |
Extended Cost | Total |
⚠️ Handling Unit of Measurement Differences
Handoff uses acronyms (e.g., CY for Cubic Yards, Day for Days).
JobTread may use full names (e.g., Cubic Yards spelled out).
Simply match each unit during import as prompted.
Optional: Clean Up Totals Before Import
Handoff’s CSV export includes totals for markup, labor, and material.
You can delete these totals from the CSV file before importing to avoid duplicate totals, OR
Import as-is and delete the line items inside JobTread afterward.
Apply Markups in JobTread
After importing, you can:
Select your group in JobTread.
Apply markup (e.g., 30%) directly in JobTread.
Update profit values and margins automatically.
Customize Your JobTread View
Hide or show fields like Descriptions or Bills as needed.
Save your view preferences for future projects.
Final Checklist
Export estimate from Handoff as CSV.
Create a project in JobTread first.
Upload CSV to JobTread Budgets tab.
Map fields correctly.
Delete totals in CSV or in JobTread to avoid double-counting.
Apply markup and customize view as needed.
By following these steps, you’ll save time and reduce manual data entry — keeping your budgets accurate across both platforms.