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Can I Save My Price Lists in Handoff?

Handoff Support avatar
Written by Handoff Support
Updated this week

Yes! Handoff has a Catalogs feature that lets you save price lists for materials, labor, and services. When the AI generates an estimate, it can pull from your catalogs to use your actual prices instead of generic market rates.


What Is a Catalog?

A catalog is a collection of rates that you define. Each rate has:

  • Rate title — the name of the item or service

  • Cost — the base price

  • Unit — the unit of measure (e.g. sq ft, each, hour)

  • Category — the item type (material, labor, etc.)

  • Description (optional)

  • Optional: Line markup, Profit margin, Tax

Creating a Catalog

  1. Go to Settings → Catalogs.

  2. Tap New catalog.

  3. Choose Create manually to enter rates by hand, or Import from file to upload a PDF, Excel, CSV, or Word file with your existing price list.

  4. Add rates to your catalog using the rate form.

Importing from a File

You can build a catalog from your existing supplier price sheets or internal price lists. Handoff reads the document and extracts item names, costs, and units automatically. Supported formats include PDF, Excel, CSV, Word, and images.

Plan Limits

The number of catalogs you can create depends on your subscription plan. If you reach your limit, you will see an option to upgrade to create more.

Using Catalogs in Estimates

Once your catalogs are set up, Handoff AI references them when generating estimates. You can also reference catalog items manually when adding line items to an estimate.

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