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A complete overview of the Handoff workflow — from creating a project to sending an invoice

Getting started with Handoff: how a project works from start to finish

Access Your Handoff Account

Train Handoff to Follow Your Business Rules Automatically

Advanced AI Presets

Catalogs allow you to build structured price books from your real supplier quotes, material lists, labor books, and internal pricing — so your estimates use your business rules, not generic…

Catalogs — A Smarter Way to Control Pricing in Handoff

This article explains how to talk to the AI and how to write a strong prompt.

How to Talk to the AI and Write a Great Prompt

A library of ready-to-use prompt examples by project type — remodels, new construction, MEP, and more — to help you get accurate estimates from Handoff AI faster.

Examples: Prompts and Templates

Set up your account to match how your business works, as well as tips on how to adjust personal information.

Settings: Configure Your Account

Learn how to use Global Search in Handoff to instantly find projects, estimates, invoices, clients, and documents across your entire account.

Search in Handoff

Handoff is available on iPhone, Android, and the web. You can download the mobile app from the Apple App Store or Google Play Store, or access Handoff directly in your…

Is Handoff Available on the App Stores?

Review Public Roadmap & Submit Feedback

Can I use Handoff Outside the United States?

Details on how to contact the Handoff Support team on both desktop and your mobile device

How Do I Contact Handoff Support?

Android users can access Handoff web version directly from their home screen when the native Android app is not functioning properly.

Adding Handoff Web Shortcut to Android Home Screen

Dave Pucci

Handoff Support

Sofia Herrera

A collection of resources for new users to setup their Handoff account for optimization 

Getting Started

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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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