A catalog is a saved set of your own rates for materials, labor, and services. When Handy (Handoff's AI assistant) prices an estimate, it uses your catalog rates instead of generic market numbers.
Available on all plans. You need permission to view or edit AI settings. Works on desktop and in the mobile app.
What a catalog holds
A catalog is a group of rates. You can keep one catalog for everything or split them by trade, job type, or supplier.
Each rate has these fields.
Rate title: the name of the item, such as "Install drywall per sq ft".
Cost: the price per unit.
Unit: the unit of measure, such as sq ft, each, or hour.
Category: Material, Labor, Labor + Material, or Other.
Description: optional.
Under Extra presets you can also set these for a single rate.
Line markup: a percent or fixed amount.
Profit margin: must be under 100%.
Apply taxes: a tax setting for that rate.
How Handy uses your catalogs
When Handy builds an estimate, it looks for each line in your active catalogs by meaning, not exact wording, and uses the matching rate. Archived catalogs are skipped.
Only what you type in the chat and numbers in files you upload outrank your catalog rates. For the full order, see How Handoff prices an estimate.
Material lines priced from your catalog are not repriced by supplier matching. Supplier prices only fill in lines your catalogs don't cover.
To control catalogs for one estimate, open the estimate and select the catalogs badge to open the Applied catalogs drawer. You can turn off a catalog for that estimate, then select Update estimate.
Supplier catalogs
Supplier catalogs from Home Depot or Lowe's, ABC Supply, Ferguson Home, and Delta Faucet fill the lines your own catalogs don't cover. They show as supplier cards above your catalogs on the Catalogs screen. To pick your default store, see How to choose your default supplier. To connect ABC Supply, see How to connect ABC Supply to Handoff.
Catalogs per plan
Flex: 1 catalog
Pro, Scale, and the free trial: unlimited catalogs
Legacy Business plans have unlimited catalogs. Legacy Starter plans and accounts without an active subscription can't create catalogs.
Archived catalogs and the automatic Ungrouped catalog don't count toward the limit. On Flex, archive your catalog to free the slot. If you hit the limit, you see Catalog Limit Reached with an option to upgrade to Pro.
Create a catalog
Go to Settings > AI Settings > Catalogs.
Select New catalog on desktop, or New in the mobile app.
Choose Import from file to upload a price list, or Create manually to enter rates one at a time.
For a manual catalog, enter a Catalog title, optionally a Description, and select Create catalog.
Inside the catalog, select Add manually if it is empty. Otherwise select New rate on desktop, or New in the mobile app. Then fill in the rate form.
The catalog appears in the list with an Active badge. For file imports, see How to import a supplier price list into a catalog.
Archive a catalog
Open the catalog menu and select Archive catalog. Archived catalogs stay saved but Handy stops using them. To find one, select Archived at the top of the list on desktop, or the archive icon (Show archived) in the mobile app. Then open it and select Unarchive catalog to bring it back.