Support

Handoff Support

Dave Pucci

Sofia Herrera

Run active jobs: project details, schedules, subs and vendors, daily logs, time tracking, change orders, and the client portal.

Projects & Job Management

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

Print a project schedule on desktop, export it as a PDF in the mobile app, or export it to CSV, and print the company schedule on desktop.

How to print or export a schedule

Calendar views, events, and scheduling workflows.

Calendar Management

Invite subs and vendors, share project information, and collaborate.

Subcontractor & Vendor Portal

The Sub & Vendor portal gives your subs and vendors one place to get shared files, assigned work, messages, and bids on a project, with no app or account.

How the Sub & Vendor portal works

Add a sub or vendor to a project's Sub & Vendor portal, send the invite by email and text, resend or cancel it, and read each status.

How to invite a sub or vendor to the Sub & Vendor portal

Revoke a sub's access to keep their history and restore it later, or remove the vendor from the project to delete their shares and message threads.

How to revoke or remove Sub & Vendor portal access

Invite subcontractors and vendors and manage their access.

Portal Setup & Invitations

Subs and vendors sign in to the Sub & Vendor portal with a 6-digit code, see their work, messages, schedule, bids, and time, and submit daily logs and invoices.

What your subs and vendors see in the portal

How the portal works and what you can share.

Using the Portal

Share documents and files with subs and vendors from Shared items, a document, or the Files tab. See what can be shared, track views, and remove an item.

How to share documents and files with a sub or vendor

Send a bid request with a scope of work to subs and vendors, compare their bids, award one, and carry the result into your estimate or budget with Handy.

How to request bids from subs and vendors

Open invoices your subs and vendors submit, mark them paid, and add them to the project budget by extracting expenses with AI or entering them by hand.

How to review invoices from subs and vendors

Coordinate project work and participation with subcontractors.

Subcontractor Collaboration

Daily logs, project photos and folders, and crew time tracking.

Field Management & Time Tracking

Create a daily log from the Daily Logs tab of your project with a date, notes, photos and videos, and weather. Changes save as you type.

How to create a daily log

Preview a daily log, then send it to a client by text or email, copy a link, or share it to the client portal. See what locks and how to…

How to share a daily log with a client

Create daily logs and use AI-generated logs.

Daily Logs

Upload photos and files to a project, group them in nested folders, search, move, share, download, and delete them from the Files tab.

How to organize project photos and files in folders

Upload photos and organize project folders and files.

Project Photos & Folders

Crew clock in and out, managers review and approve the hours, and approved time posts to project budgets as labor cost.

How time tracking works

Run the setup wizard, choose who tracks time, set clock-in rules, and change company-wide time tracking settings later.

How to set up time tracking for your team

Start the timer on a project or schedule phase, take breaks, clock out with a daily log, and request a change to a finished entry.

How to clock in and out

Find entries that need review, approve, reject, or edit them, approve change requests, export timesheets, and see who is clocked in.

How to review and approve time entries

Clock-ins, GPS time tracking, and timesheets.

Time Tracking & Timesheets

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

Read and reply to client and sub messages from the project Overview tab, start a conversation, edit or delete your messages, and see who gets notified.

How to message your clients and subs

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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