Support

Handoff Support

Sofia Herrera

Estimates & Proposals

By providing detailed information and using the AI editing feature, you can get comprehensive and precise estimates tailored to your project's needs.

How Do I Get More Detailed Estimates Out of Handoff?

By actively correcting and providing feedback to Handoff, you can help it improve and better meet your estimating needs over time.

How Do I Fix Errors in My Estimates?

How Do I Edit Items?

Handoff generates detailed construction estimates based on project descriptions.

AI: Create an Estimate

Understand Quantity Calculations

AI: Save Preferences for Estimates

Can I do Insurance and Remediation Projects with Handoff?

This feature is in a Beta rollout! If you're not seeing it soon, you'll be seeing it in a matter of days.

AI: Create Estimates from Drawings, Photos and Videos

Handoff categorizes everything for you, so splitting markups is easy.

Estimate Breakdown: Separate Material & Labor Markups

Estimate Table Improvements

Walkthrough Mode allows subscribers to capture site visit notes and photos while walking a job — and automatically generate a structured walkthrough document that can later be converted into project…

Walkthrough Mode (Mobile App Only)

Templates allow you to control exactly how your proposals, scopes of work, and change orders look and read.

Templates

Merge multiple estimates from the same project into one consolidated estimate, while keeping originals for reference.

How to Combine Estimates

Creating Estimates

An orientation to AI takeoff in Handoff — what it is, the problem it solves, and how it turns your plans into a priced estimate.

What Is AI Takeoff and How Does It Work in Handoff?

Upload a plan set and let Handoff scale, measure, and pull quantities into a draft estimate automatically.

How to Run an AI Takeoff

AI Takeoff

Find answers and get help from Intercom Support and Community Experts

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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.

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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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