A job in Handoff moves through creating a project, building an estimate with Handy (Handoff's AI assistant), sending a proposal, getting approval, and invoicing. Each stage below names the feature to use and where to find it.
Available on the Flex, Pro, Scale, and Business plans. Works on desktop and in the mobile app.
Set up the job
Create the project with Create project on desktop or New in the mobile app. Handoff opens an untitled project with the status Lead.
Add the client. On the Overview tab, select Add client in the Client details card.
Add files and plans. On the Files tab, select Upload file. In the mobile app, you can also take photos from the Files tab.
Build the estimate and proposal
Create the estimate. On the Estimates tab, select Create estimate, then describe the job to Handy. You can also start from photos, drawings, a walkthrough, a room scan, or AI takeoff.
Make the proposal. On the estimate screen, switch from Estimate to Proposal. The proposal is built from blocks such as an estimate, a payment schedule, terms, and a signature.
Send the proposal and get approval
Send it. Select Preview. Then select Send and choose SMS, Email, or Share to copy a link.
Client approves. Your client opens the proposal from the link, with no app or login. The proposal and project both become Approved, or you can select Mark as approved.
Collect a deposit. A deposit is a Payment schedule row due On approval, not a separate feature. Nothing is charged automatically, so convert the row to an invoice and send it.
Run the job and share with your client
Manage the work from the project tabs, such as Budget, Schedule, Tasks, and Daily Logs. To add scope after approval, use Convert to change order in the estimate menu.
To keep your client in the loop, select Enable in the Client portal card on the Overview tab. Subcontractors use the Sub & Vendor portal instead, which is available on the Scale plan.
Invoice and get paid
Create the invoice. On the Invoices tab, select Create invoice, or convert a proposal or payment schedule row to an invoice. Handoff creates it as a Draft, and you open and send it.
Get paid. If you've activated payments in Settings > Finance & payments, your client pays with Pay now by card or ACH. Otherwise, select Log manual payment for a check.