Handoff prices each estimate line by checking your instructions first, then your saved catalogs and presets, and only then supplier and market data. The higher a source sits in that order, the more it wins when two sources disagree.
Available on all plans. To change catalogs, presets or your supplier, you need permission to edit AI settings. Works on desktop and in the mobile app.
The order Handoff uses to price a line
When Handy (Handoff's AI assistant) builds or edits an estimate, it uses the first source below that applies.
Your request in the chat. If you write "use $100/hr for labor", that rate wins for that estimate.
Data from files you upload, such as plans or specs.
Your saved catalogs and presets. A catalog rate sets the price. A saved instruction in Presets can change how a line is labeled, its unit and its quantity.
Handoff pricing data. Supplier prices for materials, local labor data, and Handoff's own default rates.
When you edit an existing estimate, the rates already on it count as part of your saved data. Handoff keeps them unless you ask for a change.
Where material prices come from
Material lines take their price from your catalog if a catalog rate matches the item. If none matches, Handoff can match the item to a Home Depot or Lowe's product and use that supplier price. Supplier matching skips lines that were priced from your own catalog.
If you turn on the ABC Supply, Ferguson Home, or Delta Faucet catalogs, Handoff can also match items to those suppliers. See How catalogs work.
Supplier pricing only runs when a supplier is turned on. Go to Settings > AI Settings > Catalogs, open the supplier card, and turn on Enable retail supplier pricing.
Where neither your data nor a supplier match applies, Handoff fills the gap with its own local data.
Where labor prices come from
Labor lines use your own rate when you have one. That can be a catalog rate with the Labor category, a saved instruction, or a rate you type in the chat.
Without one, Handoff uses a local labor rate based on your price location's zip code; see How labor rates are set.
How your price location is chosen
Handoff uses the price location to localize labor, so set it before you generate an estimate. See How location sets pricing in your estimates.
What you control
Rates: add your own prices in a catalog under Settings > AI Settings > Catalogs. See How catalogs work.
Rules: save instructions in Presets for wording, units and scope. See What Presets are and how they work.
Supplier: turn Enable retail supplier pricing on or off, or pick Home Depot or Lowe's.
Markup and tax: set defaults in Presets, then adjust on each estimate.