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This update brings a streamlined Projects tab, AI-powered change orders, and faster, lower-cost payments.

Projects / Change Orders / Faster Payments

How Do I Create Estimates in CSI Format?

With Handoff, you can easily export your estimates and import them into your JobTread account to speed up budgeting and project setup. This guide will walk you through the process…

Import Your Handoff Estimate into JobTread

How to Create a Change Order in Handoff

How to Set Up and Manage Automatic Follow-Up Reminders for Proposals and Invoices

Sofia Herrera

Dave Pucci

Handoff Support

Understand how to manage your clients and their projects

Client and Project Management 

Handoff lets you set your Price Location to localize pricing to your area.

How Do I Get Local Pricing in My Estimates?

When your client receives the proposal, they will get a professional-looking link to view your estimate from any device.

How Do I Send Proposals?

Strengthen your proposal with signatures!

How Do I Require Signatures on Proposals?

How to Accept a Sent Proposal on Behalf of Your Client

My Client Didn't Receive The Proposal Email Or Text

How Do I Print My Estimates?

Click the 3-dot menu in the top right corner of any estimate or proposal.

How Do I Export to PDF?

Why Won't My PDF Export?

How to Combine Estimates in Handoff

Articles Related to Estimates & Proposals 

Estimates & Proposals

How to Set Up a Budget for a Project in Handoff

How to Add Actual Costs to Your Project Budget

How to Update Your Project Budget Mid-Project

How to Read the Budget Tab and Understand Your Cost vs. Actual Breakdown

Articles related to budgets, and cost vs actual tracking

Budgets & Cost Tracking

Project schedules help your team stay aligned on what is happening and when. In Handoff, you can create a schedule for any project. This article explains methods and outlines important…

How to Create a Project Schedule

Learn how to add, edit, and manage phases and events on a project schedule in Handoff.

How to Add and Edit Phases and Events on a Schedule

Learn how to assign crew members or subcontractors to specific phases on your project schedule in Handoff.

How to Assign Team Members to Schedule Phases

Learn how to use the global schedule calendar and project-level schedule views in Handoff to stay on top of your construction timelines.

How to View and Navigate the Schedule Calendar

Resources Related to the Scheduling & Calendar Features

Scheduling & Calendar

Learn how to turn on the client portal so your clients can view project updates, documents, and invoices in one place.

How to Enable the Client Portal for a Project

Learn how to send a portal invitation to your client so they can access project updates, documents, and invoices.

How to Invite Clients to the Portal

Learn how to share proposals, invoices, documents, and daily logs to your client's portal — and what gets shared automatically.

How to Share Items to the Client Portal

Learn how to remove shared items from the portal, revoke client access, preview the portal, and disable it when needed.

How to Manage Client Portal Access and Shared Items

Client Portal

Learn how to create daily log entries in Handoff to document on-site activity, weather, and progress on your projects.

How to Create a Daily Log

Learn how to attach photos and videos to your daily log entries in Handoff to visually document job site progress.

How to Add Photos and Videos to a Daily Log

Learn how to share daily log entries with clients via link, email, or text message in Handoff.

How to Share a Daily Log with a Client

Daily Logs

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