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Catalogs — A Smarter Way to Control Pricing in Handoff

Catalogs allow you to build structured price books from your real supplier quotes, material lists, labor books, and internal pricing — so your estimates use your business rules, not generic pricing.

Sofia Herrera avatar
Written by Sofia Herrera
Updated this week

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

  1. Go to Settings → Catalogs.

  2. 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 also includes a built-in Supplier section where you can manage supplier-specific pricing.


Pricing Priority Order

Once a catalog is active, Handoff AI references it when generating estimates for you. When generating estimates, Handoff follows this order:

  1. Your Custom Catalog

  2. Supplier catalogs (if enabled)

  3. AI fallback pricing

This ensures your pricing is always prioritized.

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