This glossary defines the terms you see in Handoff, in alphabetical order. Each term uses the same label as the app.
Available on the Flex, Pro, Scale, and Business plans. Works on desktop and in the mobile app.
A to C
AI credits: Each message you send to Handy (Handoff's AI assistant) uses 1 credit. Flex includes 50 credits a month. Pro and Scale are unlimited. Takeoff credits are separate.
Budget: The project tab that compares estimated cost with actual expenses and labor, with the variance. Available on the Pro and Scale plans.
Catalog: Your saved item rates. Your catalog rate takes priority over Handoff's default pricing. Find it in Settings > AI Settings > Catalogs.
Change order: A change to the scope of an approved job. It uses the same builder and send and approve flow as a proposal.
Client: The person on a project, shown in the Client details card. The app also calls this a contact.
Client portal: A per-project page where your client sees what you share, such as proposals, invoices, documents, daily logs, and the schedule. Your client needs no Handoff account. Available on the Pro and Scale plans.
Cost code: A category code on estimate and budget items that syncs to QuickBooks. Find it in Settings > Cost codes.
D to M
Daily Logs: Dated field records with notes, photos, and videos. You can share them to the client portal.
Deposit: Not a separate feature. A deposit is a Payment schedule row due On approval.
Documents: Project paperwork such as contracts, scope sheets, and work orders, written in the document editor.
Estimate: A priced list of line items for a project, with sections, markup, tax, and discounts. Each row has a cost type: Material, Labor, Labor + Material, or Other.
Handy: Handoff's AI assistant. Ask Handy to build and edit estimates.
Invoice: A bill to your client. Statuses include Draft, Pending, Partially paid, Paid, and Overdue.
Markup: The amount added on top of cost, set separately for material, labor, and other items.
O to P
Options & add-ons: Alternatives or extras your client can choose on a proposal. Available on the Pro and Scale plans.
Payment schedule: The list of milestones on a proposal, each with an amount and a due point such as On approval or On completion.
Preset: Your saved pricing and markup defaults and instructions that Handy applies to every estimate.
Price location: The place Handoff uses to localize costs. Select Set price location in the Handy box.
Project: The workspace for one job. It holds estimates, proposals, invoices, files, tasks, schedule, budget, documents, and daily logs.
Proposal: The client-facing document built from an estimate. Statuses include Draft, Sent, Approved, and Declined.
R to S
Rate: A priced item in your catalog, with a category and a unit.
Room scan: An iPhone and iPad feature that measures a room. It carries a Beta label and is available on the Pro and Scale plans.
Schedule: The project timeline. Create it with Convert to > Schedule. Available on the Pro and Scale plans.
Status: The project stage shown in the header: Lead, Draft, Bidding, Approved, In Progress, Completed, or Archived.
Sub & Vendor portal: A separate portal where subcontractors and vendors see bids, shared tasks and files, and invoices. Available on the Scale plan.
T to W
Takeoff: Handy reads your uploaded plans, measures and counts, and builds an estimate. Pro includes 1 takeoff credit and Scale is unlimited.
Template: A reusable starting point for an estimate or document.
Walkthrough: A mobile app mode where you record a site walkthrough with video, audio, and photos, and Handy builds from it.