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How Do I Edit Items?
How Do I Edit Items?

Handoff allows you to easily edit items in your estimates. You can either Edit with AI, or manually Edit items one by one.

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Written by Handoff Support
Updated over a week ago

Handoff allows you to easily edit items in your estimates. You can either Edit with AI, or manually Edit items one by one.
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Here are the main ways to make changes:

  1. Manual Editing:

    • Click on any item to open the editing panel

    • Modify the title, quantity, or cost as needed

    • Changes are saved automatically

  2. Adding New Items:

    • Click the "+" button at the top of a section

    • Enter details for the new item

    • The item will be added to the bottom of that section

  3. Bulk Editing with AI:

    • This is our recommended way to edit your Estimates! It's way faster than manually clicking around.

    • Click the yellow "Edit estimate with AI" button

    • Describe the changes you want (e.g., "Change all labor rates to $110 per hour")

    • AI will update the estimate accordingly

Tips:

  • Use manual editing for quick changes to individual items

  • Use AI-powered editing for bulk changes or complex updates

  • You can combine manual and AI editing methods as needed

Remember, Handoff's AI can handle calculations and updates automatically, saving you time compared to manually updating a spreadsheet.

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