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Can I Save My Price Lists in Handoff?
Can I Save My Price Lists in Handoff?
Handoff Support avatar
Written by Handoff Support
Updated over 4 months ago

Currently:

• You can customize each estimate by typing instructions in the AI prompt box

• Examples:

- "Set all my labor pricing to $95 per hour"

- "Use all materials as high-end finishes"

- "Only use Samsung appliances"

- "Always use engineered hardwood flooring"

• These preferences need to be re-entered for each new project

Coming Soon:

• User Preferences feature (October 2024)

• You'll be able to upload and save:

- Your price list

- Preferred materials

- Vendor selections

- Typical estimate formatting

- General estimate structure preferences

• This will streamline your workflow by automatically applying your preferences to new estimates

Stay tuned for this exciting update that will make Handoff even more tailored to your business needs!

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