Projects & Getting Started
Create projects, find your way around, and manage customers.
By Dave and 2 others3 authors6 articles
Project Creation & Setup
Create projects, navigate the project workspace, and start estimates.
- How to create your first project and estimateCreate a project, add your client, then describe the job to Handy to build your first estimate. Works on desktop and in the mobile app.
- How to search in HandoffSearch across projects, estimates, invoices, clients, and more from the desktop sidebar or Cmd+K, or use the search field in each mobile app list.
- How to change the tabs in the mobile appReorder the tab bar in the mobile app so your most-used tabs come first, and reset it to the default order.
Customer Management
Add, select, and manage customers.
- How to add or edit a contactAdd a contact from the Contacts list, edit or delete it later, add a client from a project, and filter or sort your contacts.
- How to import contactsImport contacts from a file or from your phone, review the preview, and choose whether to skip duplicates.
- How to track leads in HandoffA lead in Handoff is a project in Lead status. See how referral source, the Projects list, and the contact page help you follow it.