Support

Dave Pucci

Handoff Support

Sofia Herrera

Run active projects: schedules, field work, teams, financials, and client updates.

Manage the Job

Manage project details, tasks, and your team on the job.

Project Management

Edit a project's name, assignee, labels, and status, customize the Overview page, archive a project, or delete one and have support restore it.

How to manage a project

Add, rename, reorder, and delete project statuses, set which events move a project forward, and create labels from Settings.

How to set up project statuses and labels

Create a scope of work, material list, or work order in a project, let Handy write the first draft, then edit, share, export, or print it.

How to create documents with Handy

Record a client call or site visit from a project, and Handoff creates a document with a summary, key takeaways, next steps, and a transcript.

How to record a meeting and turn it into a document

Project details, statuses, documents, and navigation.

Managing Projects

Add tasks and task lists, assign them to your team or a sub, set due dates, complete them, filter the list, and export tasks from a project.

How to create and assign tasks

Tasks & Progress

Assign a team member to a project, a schedule phase, or a task, and learn what access and notifications the assignment gives them.

How to assign team members to projects, phases, and tasks

Assign team members on a project and manage their responsibilities.

Internal Team Management

Build project schedules and work in calendar views.

Scheduling & Calendars

Generate a project schedule from your estimate with Handy, or build one by hand by adding your first phase or event on the Schedule tab.

How to create a project schedule

Add a phase or event to a project schedule, set dates, color, assignee, and dependencies, move items on the Gantt, mark them complete, or delete them.

How to add and edit phases and events

Create and update schedules, phases, events, and project dates.

Project Scheduling

Switch between Gantt, Calendar, and List on desktop, use the time grid and filters in the mobile app, and see Google Calendar events on your schedule.

How to view and navigate the schedule

Open the company Schedule page to see all your projects, phases, events, and tasks together, filter by project, client, or assignee, and set reminders.

How to see every project's schedule in one place

Calendar views, events, and scheduling workflows.

Calendar Management

Budgets and expenses, invoicing and progress billing, and collecting payments.

Job Financials

Handoff builds a project budget from approved estimates and change orders. See what is in it, how to change it mid-job, and how status and export work.

How project budgets work

Read the Budget tab cards, columns, and variance on desktop and in the mobile app, and open a line to see its linked expenses.

How to read the Budget tab

Add actual costs to a project budget by extracting a receipt, entering an expense by hand, or reviewing QuickBooks expenses, then edit or delete them.

How to add expenses to a project budget

Turn on labor costs for project budgets, set hourly rates, choose whose hours count, and assign hours to a budget line item.

How to track labor costs against your budget

Build your company cost code library from NAHB codes, a file, or by hand, nest codes under parents, and assign codes to estimate line items.

How to set up and use cost codes

Budgets, expenses, cost codes, and project costs compared with budget.

Budgets & Expenses

Create an invoice from a project, the Invoices tab, an estimate, an approved proposal, or a payment schedule, then send it by text, email, or link.

How to create and send an invoice

An invoice can bill a fixed amount or itemized rows, and can carry a message, attachments, a due date, discount, tax, and terms.

What you can add to an invoice

Create invoices, progress billing, partial invoices, and invoice management.

Invoicing & Progress Billing

Record a check, cash, or other payment against an invoice, mark it paid, and read each invoice status in Handoff.

How to log a payment and track invoice status

Fix an invoice your client can't open, didn't receive, or can't pay. Check contact details, resend or share the link, and turn on online payments.

Client can't open or pay an invoice: how to fix it

Collect ACH or card payments, log manual payments, and track payment status.

Collecting Payments

Create and approve change orders and keep clients informed through the portal.

Change Orders & Client Communication

Create a change order when the scope or price of a job changes, send it to your client for approval, and see how it affects totals, the budget, and invoices.

How to create a change order

Create, manage, and get approval for change orders.

Change Orders

The client portal is where your client reviews shared items, approves and signs, pays invoices, and messages you. See how they sign in and what each tab shows.

What your client sees in the client portal

Enable the client portal on a project, add your client, and send the invitation by email and text. Resend or cancel an invite and read each status.

How to set up the client portal and invite clients

Share proposals, invoices, documents, daily logs, files, and the schedule to the client portal, and remove them again. See what is added automatically.

How to share items to the client portal

See who can open the client portal, revoke a client's access, remove a client, copy the portal link, or disable the portal for a project.

How to manage client portal access

Invite clients, share project updates, and manage client access.

Client Portal & Communication

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