To fix an estimate, ask Handy (Handoff's AI assistant) in the Ask Handy chat to change it, or edit the rows yourself. If a change was a mistake, use Undo for manual edits or Use this version for Handy edits.

Examples include "Change the tile labor to $12 per sq ft" and "The square footage is 850, not 650." Handy reads the estimate as it is now, including your manual edits.

Use chat for bulk changes, and edit by hand for a few cells. While Handy is working, manual editing is paused until the chat finishes.

On desktop, select a cell and type a new value, or open the item to edit all its fields. In the mobile app, select the item to open its item screen. You can also add, delete, and move rows. For the steps, see How to edit items on an estimate.

Select Undo at the top right of the estimate, next to the options menu. In the mobile app, it is in the app bar at the top. Undo covers your manual edits only. If the undo fails, a message says "Failed to undo changes."

Each time Handy changes an estimate, the chat shows an estimate card. Select the card to preview that version, then select Use this version. This works the same on desktop and in the mobile app. A message confirms "Estimate restored." You can also ask Handy in chat to restore an earlier version.

An estimate with a sent proposal is locked. On desktop, select Edit at the top of the estimate or in the options menu. In the mobile app, open the options menu (three dots) and select Edit. The estimate unlocks for editing, and the proposal keeps its Sent status. Send it again when you finish. If Handoff instead asks you to confirm with I understand, the proposal is canceled: the estimate moves back to Drafts, and your client loses viewing access until you send it again.