To sign up, open Handoff and select Create an account on the sign-in screen. Enter your name, company, email, and phone number, select Get Started Free, and verify the code Handoff texts you. Handoff then asks a few setup questions and builds an example estimate.
Available on the Flex, Pro, Scale, and Business plans. Every new account starts with a 7-day free trial, and no credit card is needed. Works on desktop and in the mobile app.
Create your account
Open Handoff. On the sign-in screen, select Create an account.
Enter your Full Name, Company, Email, and Phone. Handoff accepts US phone numbers only.
Select Get Started Free. Handoff texts you a code.
On the verification screen, enter the code and select Verify.
To sign up with Google instead, select the Google icon under the or divider. On iPhone you can also use Apple.
Handoff then asks only for missing details on the Let's get to know you screen. Select Continue.
If you see a message that the email is taken, use a different email or select Log in. For sign-in options, see How to sign in and update your email or phone.
Answer the setup questions
Handoff asks what describes you: Handyman / Home Services or Construction Company. It then asks your annual construction volume: Less than $500k or $500k or more. Select Back to change your first answer.
If you choose Construction Company, Handoff offers a training call with a field consultant. To skip it, select Skip Demo on desktop or Skip for now -- start trial in the mobile app. Handyman / Home Services goes straight to the next step.
Build your first estimate
When you sign up, Handoff creates your company account with you as the first user and adds default templates. Handy (Handoff's AI assistant) then walks you through a short conversation. Each answer shapes your example estimate, and you can change these presets later.
Project type: Select every kind of project you do, then select Continue.
Finish level: Select Low, Medium, High, or Luxury.
Price location: Select Allow location access or Choose manually.
Markup: Set your usual markup, then select Continue. Your clients don't see it, and you can change it on each estimate.
Next, select an example or describe a project, and Handy builds an example estimate. The estimate opens with the chat ready for changes. To learn more, see How to create an estimate with Handy.
If you were invited to a team
If your company owner invited you, you skip the setup questions and the example estimate. Your owner already completed setup.
Open the invite text or email and select the link.
Sign in with the email or phone number the invite was sent to.
On the welcome screen, read what your role can do. Handoff shows a card for each area your role can view, such as Projects, Invoices, or Clients.
Select View my projects.
What you can see and change depends on your role. See How roles and permissions work.