Support

Handoff Support

Dave Pucci

Sofia Herrera

Invoicing and job financials, payments and payouts, QuickBooks, Business Advisor, and company settings.

Invoices, Payments & Settings

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

The Estimated project value card on a project's Overview shows what you've estimated, budgeted, invoiced, and earned on the job, with a breakdown for each.

How to read the Estimated project value card

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

Send your client a receipt by text, email, or link after an invoice is paid, then resend it or save a copy for your records.

How to send a payment receipt

Your client opens the invoice link, reviews it, and selects Pay now to pay by card or bank transfer. See each screen, and what they see without online payments.

What your client sees when they pay an invoice

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

Activate payments, understand fees and payouts, and handle payment reviews.

Payment Processing & Banking

Activate online payments from Settings > Finance & payments in four steps, then track your application with the status card.

How to set up online payments

Yes. Create and send invoices without activating payments, then log the payment yourself when the client pays by check or cash.

Can I send invoices without connecting my bank account?

Activate payments, connect bank accounts, and configure payment settings.

Payment Setup

Card payouts take 1 day on Pro, Scale and Business and 3 days on Flex. ACH payouts take about 2 days. See fees and where to track each deposit.

How long do invoice payouts take to reach my bank?

Turn on Homeowner financing in Finance & payments so clients can pre-qualify for a loan from your estimates and invoices at no cost to you.

How to offer client financing with Acorn Finance

Refund a client payment from the Payments report in Finance & payments. Handoff alerts your admins when a refund is created.

How to refund a client payment

ACH and card payments, processing fees, payout timing, refunds, and financing.

Payment Processing

A payment in review is held briefly while our processing partner checks it, most often because it is much larger than your usual payments. Here is what to do.

What a payment in review means

A chargeback or ACH return pulls a client payment back through their bank. See where to respond in Handoff, what evidence to prepare and what to expect.

How chargebacks and payment reversals work

Payment reviews, chargebacks, disputes, and processing limitations.

Payment Reviews & Risk

Connect QuickBooks Online and other tools to Handoff.

QuickBooks & Integrations

Connect QuickBooks Online from Settings > QuickBooks sync, choose where projects go, and finish setup. Learn what Handoff imports and pauses.

How to connect QuickBooks Online to Handoff

Choose how projects map to QuickBooks and which records sync, from Settings > QuickBooks sync. See what each toggle does and which plans get two-way sync.

How to choose your QuickBooks sync settings

Disconnect QuickBooks from Settings > QuickBooks sync, or reconnect after a dropped connection. Your sync settings and existing records are kept.

How to disconnect or reconnect QuickBooks

Handoff connects to QuickBooks Online only. It does not connect to QuickBooks Desktop, so use QuickBooks Online to sync estimates, invoices, and clients.

Does Handoff work with QuickBooks Desktop?

Connect QuickBooks Online, configure sync settings, and reconnect.

QuickBooks Setup

See which Handoff records sync with QuickBooks Online, in which direction, how estimates and invoices appear there, and when sync runs.

How QuickBooks sync works

Find the message on your estimate, invoice, client, or expense, then follow the fix. Covers connection, paused, conflict, and sync error messages.

QuickBooks sync errors and how to fix them

What syncs (customers, vendors, expenses, invoices, payments) and troubleshooting.

QuickBooks Sync

See which tools Handoff connects to, where to turn each integration on in Settings, and which plan each one needs.

What Handoff integrates with

Connect Google Calendar so your Handoff phases and events appear on your calendar and changes sync both ways.

How to sync Handoff with Google Calendar

Connect Handoff to Zapier, then build Zaps that create projects and contacts or react to proposals and paid invoices.

How to connect Handoff to Zapier

Connect magicplan, match each scan to a Handoff project, and confirm the measurements before they feed an estimate.

How to bring magicplan floor plans into Handoff

Connect Claude or ChatGPT to your Handoff account so the assistant can work with your projects, estimates, and invoices.

How to connect your AI assistant to Handoff (MCP)

Learn what the Handoff public API can do, where to create an API key, and which plan it needs.

How the Handoff API works

Export an estimate as a CSV file from its options menu, and see which columns the file includes.

How to export an estimate to CSV

Google Calendar, other integrations, and the Handoff API.

Other Integrations

Ask Business Advisor about your numbers and use AI insights.

Business Advisor & AI Insights

Ask Handy about overdue invoices, job profitability, budgets, and what to bill, and get an answer with the numbers and a suggested next step.

How to ask Handy about your business

Get started, ask questions, and understand Business Advisor responses.

Business Advisor

Get your highest-priority business items with the Daily brief, or pick a ready-made question from Insights, in Handy.

How to use the daily brief and insights

AI-powered business insights and performance information.

Business Insights

Company profile and branding, users, roles, and permissions.

Company Settings & Administration

Open Settings on desktop or in the mobile app, and see what each section is for, which plan it needs, and who can open it.

How to find your way around Settings

Change your company name, contact details, address, logo, and brand color from Company settings.

How to update your company profile and branding

Put your web address on client links and your name on client emails by connecting a domain you own from Company settings.

How to send emails and client links from your own domain

Company information, branding, custom sending domain, and company files.

Company Profile & Branding

Invite a team member by email or phone, choose their role, and manage pending invites, role changes, and removals from Settings.

How to invite team members

See what Admin, Project Manager, Sales, and Field Crew can do by default, what each permission controls, and how custom roles work.

How roles and permissions work

See how many team members each plan includes, what counts as a seat, how to add seats, and what happens when you reach your limit.

How seats and team member limits work

Invite users, manage roles, and control access.

Users & Permissions

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