Catalogs give you direct control over the prices Handoff uses in your estimates. Instead of relying on generic market rates, you define your own rate cards and the AI pulls from them automatically.
What You Can Do with Catalogs
Save your standard labor rates, material costs, and service fees
Import pricing from real documents (PDF, Excel, CSV, Word, or images)
Create multiple catalogs for different trades, project types, or suppliers
Set per-item markup, profit margin, and tax
Creating a Catalog
Go to Settings → Catalogs.
Tap the New catalog button and choose:
Import from file — upload a PDF price sheet, Excel file, CSV, Word document, or image. Handoff reads the document and extracts item names, costs, and units automatically.
Create manually — add rates one by one using the rate form.
Each rate in a catalog contains:
Rate title — the name of the item (e.g. "Install drywall per sq ft")
Cost — the base price in dollars
Unit — the unit of measure (sq ft, each, hour, etc.)
Category — material, labor, or other
Description (optional)
Optional extras you can add to any rate:
Line markup — a percentage or fixed markup applied to this specific rate
Profit margin — a margin percentage on top of cost
Tax — whether this rate is taxable
Managing Catalogs
You can switch between Active and Archived catalogs using the toggle on the Catalogs screen. Archive a catalog to hide it from the AI without deleting your data.
Supplier Catalog
The Catalogs screen includes a built-in Supplier section where you can manage supplier-specific pricing. You can enable a supplier catalog by navigating to Settings → Catalogs, selecting the current supplier (e.g., Home Depot), and switching to the desired supplier (e.g., Lowe’s). Once enabled, all new estimates will automatically use the selected supplier's line items and pricing.
Updating Existing Estimates to a New Supplier
Open the specific estimate you want to update.
Use the AI assistant within the estimate to change the material source from the current supplier (e.g., Home Depot) to the new supplier (e.g., Lowe’s).
The line items in the estimate will be updated to use the new supplier's pricing where applicable.
Tips for Managing Supplier Catalogs
Always verify that the selected supplier catalog is up-to-date to ensure accurate pricing.
Use the AI assistant for quick updates to multiple estimates.
Regularly review your catalog settings to align with your preferred suppliers.
Pricing Priority Order
Once a catalog is active, Handoff AI references it when generating estimates for you. When generating estimates, Handoff follows this order:
Your Custom Catalog
Supplier catalogs (if enabled)
AI fallback pricing
This ensures your pricing is always prioritized.