Handoff is designed as a mobile-first app, but you can also use it on your computer for a larger screen experience. Here’s a quick walkthrough:
Accessing Handoff:
Go to handoff.ai.
On the homepage, you can learn about the company, testimonials, and suppliers.
To jump into the app, click "Log In" (if you have an existing account) or "Start an Estimate" (if you’re a new user).
Logging In:
Click "Log In" and enter your phone number. You’ll receive a six-digit one-time password via text. Enter this code to log in.
No password to memorize—just use your phone number.
Navigating Handoff:
Navigation Bar: On the left side, navigate to the homepage by clicking the Handoff logo, or click "Estimates" to go to your estimates dashboard.
Clients: Manage your saved clients and their contact information.
Settings: Manage your company settings, logo, and subscription details.
Support: Chat with the support team or report issues.
Working with Estimates:
Statuses: Estimates have five statuses: Draft, Sent, Approved, Declined, and Archived.
Creating a New Estimate: Click the green plus button in the top right corner. Title your project and click the yellow "Use AI" button.
Describing Your Project: Enter details about your project. The more descriptive you are, the better the estimate will be.
Viewing and Editing Estimates: Estimates are organized by group (e.g., demolition, tile, cabinets). Edit items by clicking on them and adjusting quantity and cost on the right side. Modify your markup by clicking the markup cell at the bottom.
Converting Estimates to Proposals:
Toggle View: Switch from estimate to proposal using the toggle at the top center.
Proposal Sections: Update your company information, client information, and client message. The estimate section summarizes your estimate with AI-generated summaries. Attach files and add terms and conditions in the footer.
Customization: Choose between lump sum total or detailed view. Edit sections by clicking the three dots and selecting "Edit."
Sending Proposals: Click "Preview and Send" in the top right corner to see how the proposal will look to your client. Send the proposal via text message (SMS) or email.
Uniform Experience:
Everything you can do on the computer can also be done on your mobile phone and vice versa. Handoff is designed for complete uniformity across devices, ensuring a seamless experience.