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Handoff now supports role-based access, allowing you to invite your team without giving everyone full owner-level access. You can assign roles, control permissions, and limit project visibility — so each…

Roles & Permissions — Control Who Can See and Do What

All updates now live in a single, organized system — tied to your role and project assignments. This helps you stay on top of payments, approvals, assignments, and activity without…

Notifications & Alerts

Change your license #, email, phone, company name.

How Do I Change My Company Details?

Follow these steps to change the phone number on your proposals:

How Do I Change My Phone Number?

How Do I Add Team Members?

How Do I Edit My Markup?

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Yes, Handoff does separate material items and labor items in your estimate by default

Does Handoff Separate Material and Labor Costs?

Can I Save My Price Lists in Handoff?

Quickbooks Online: Integration Guide

Can I Put Handoff on My Website?

How Do I Unsubscribe from Emails?

Does Handoff Integrate with Other Construction Software?

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Getting Started with Zapier

Connect ABC Supply to Handoff

Organize your projects your way. Customize status to match how you actually build.

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Sofia Herrera

Handoff Support

Dave Pucci

Basics on setting preferences & team management

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.