🗂 Import Pricing From Real Documents
You can build catalogs using:
PDF price sheets
Excel or CSV files
Word files
Images / scans
Or manual entry
Handoff reads your document and extracts:
Item names
Units of measure
Base price values
To upload a catalog, open Handoff > go to settings > click on "AI Presets" > select "Catalog" and import or add manually. From there you can then edit and refine values inside the catalog.
✏️ Edit & Control Preset Rates
For each catalog item, you can adjust:
Price
Unit of Measure
Markup or Margin
Item name / description
Images (optional)
You can also create item-specific pricing rules, helping ensure estimates remain:
Profitable
Repeatable
Consistent across projects
🎯 Predictable AI Pricing Priority
When generating an estimate, Handoff follows this priority order:
1️⃣ Your Catalogs
2️⃣ Supplier catalogs (if enabled)
3️⃣ Local pricing
This ensures your own data is always used first. No more guessing whether a preset applied — pricing behavior is consistent and explainable.
🟢 Good / Better / Best Pricing
You can create multiple catalogs for different price tiers, such as:
Good
Better
Best
Then choose which catalog an estimate should use — or switch catalogs and update pricing.
This is useful for:
Multi-tier estimate proposals
Upsell options
Bid strategy flexibility
👀 See What Catalogs Are Applied Inside the Estimate
Inside an estimate, you can:
View which catalogs and pricing were used
Swap catalog rates
Replace items with different catalog items
Manually link or unlink individual rates
This gives you transparency and control over how pricing was applied.
🔁 Update Once — Fix Forever
If you edit a price directly from an estimate line item, you can choose to:
Apply that change back to the Catalog
This allows your catalog to evolve and improve as you refine pricing.
Future estimates will then inherit the updated value.
🗄 Archive Old Catalogs Safely
You can archive catalogs that are no longer in use.
Archived catalogs:
Will not be applied to new estimates
Will not appear in pricing suggestions
Will not break historical estimates
Existing estimates continue to reference the version that was active at the time.
This makes catalog maintenance safe and reliable.
⚠️ Behavior Notes & Edge Cases
Uploading a catalog with the same name creates a new duplicate catalog
Importing a new file inside an existing catalog does not attempt to detect duplicate rows
Quantities in estimates are not modified when attaching catalog rates
Catalog switching updates pricing, but quantities remain user-controlled
Catalogs support:
✔ Labor
✔ Materials
✔ Mixed catalog types
✔ Large-scale price books
🧭 Transition From “My Rates”
All existing "My Rates" entries will be migrated into Catalogs automatically.
You will see your past rates appear inside new catalogs — with no loss of historical links. From there, you can:
Clean up catalog structure
Upload additional vendor pricing
Create new catalogs
Apply markups or profit or taxes