Client and Project Management
Understand how to manage your clients and their projects
How Do I Add or Edit Clients?
How Do I Fix Errors in My Estimates?
How Do I Print My Estimates?
How Do I Export to PDF?
How Do I Send My Estimate on the Starter Plan?
How Do I Send Proposals?
How Do I Require Signatures on Proposals?
How Do I Add Clients to My Proposal?
How Do I Get Local Pricing in My Estimates?
How Do I Edit Items?
How Do I Create Estimates in CSI Format?
How to Accept a Sent Proposal on Behalf of Your Client
My Client Didn't Receive The Proposal Email Or Text
What Kind of Projects Can Handoff Estimate?
Can I do Insurance and Remediation Projects with Handoff?
I deleted an estimate/project, and I need it un-deleted. Help!
Why Won’t My PDF Export?
Projects / Change Orders / Faster Payments
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