Here are the main ways to make changes:
Manual Editing
On Mobile
Tap any line item to open the editing panel
Update the title, quantity, cost, or other details as needed
Tap Done at the bottom to save your changes
On Desktop
Editing works like a standard spreadsheet
Click into the line item cell you want to update and type your changes, or adjust quantities and cost types
Changes are saved automatically
Adding New Items
On Mobile
Tap the + icon in the top-right corner of your estimate
Select Add item
Choose the group you want the item added to
Enter the item details (title, quantity, unit, etc.), then tap Done
The new item will be added to the bottom of the selected group
On Desktop
Hover over the bottom of the group you want to add an item to until Add item appears
Click Add Item
Enter the details for the new item
The item will be added to the bottom of that group
Bulk Editing with AI
This is our recommended way to edit estimates—it’s much faster than manually clicking through line items.
Open the AI Agent by selecting Use Handoff AI
On Desktop: Found in the left-hand chat panel, near the bottom-left of your screen
On Mobile: Found at the bottom of your screen
Describe the changes you want to make (for example: “Change all labor rates to $110 per hour”)
The AI will update your estimate automatically
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.