✍🏼Create Clients & Projects in Lead Status
You can now:
Create a new client
Add phone, email, and contact details
Record the referral source
Create a project in Lead status
Leads can later be converted into active projects as work progresses.
This allows you to start using Handoff from first contact, not only once estimating begins.
👥 Assign Teammates to Leads & Projects
You can assign a project to a teammate or sales rep.
Once assigned, that teammate will receive notifications for activity on that project, including:
Estimates created
Proposals sent or opened
Approvals
Invoices created or paid
Files uploaded
Comments added
If no one is assigned, notifications follow the default behavior.
Assigning ownership helps ensure:
No leads fall through the cracks
The right person stays accountable to the job
🕘 Track Activity & Project History
Each project now includes an Activity log, where you can see:
When a project was created
When an assignee was added or changed
Proposals sent, opened, or approved
Estimates created
Files added
Invoices created or sent
Users can also add manual activities for additional context.
System-generated activities cannot be deleted.
Manually created activities can be removed if needed.
This creates a reliable historical record for every project.
⚠️ “Needs Attention” Filter
Some activities are more important than others — such as:
An invoice being sent
A customer taking action
A key approval event
The Needs Attention filter allows subscribers to quickly surface high-priority items that may require follow-up.
This helps teams:
Prioritize actions
Respond faster to customers
💬 Project Comments & Mentions
Subscribers can add internal comments to a project.
You can:
Leave notes for teammates
Provide direction or updates
Ask for follow-up
This helps keep project-specific communication in one place.
🗂️ Centralized Client Profile
From the client page, subscribers can see:
Total estimated value
Invoiced totals
Draft vs. sent totals
All projects associated with the client
Referral source information
Notes and client details
You can also:
Edit the referral source
Add multiple referral channels if needed
Save descriptive notes about the customer
Need help adding a user? Contact support at [email protected]