Support

Dave Pucci

Handoff Support

Sofia Herrera

Create projects, find your way around, and manage customers.

Projects & Getting Started

Create 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 create your first project and estimate

Search 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 search in Handoff

Reorder the tab bar in the mobile app so your most-used tabs come first, and reset it to the default order.

How to change the tabs in the mobile app

Create projects, navigate the project workspace, and start estimates.

Project Creation & Setup

Add 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 add or edit a contact

Import contacts from a file or from your phone, review the preview, and choose whether to skip duplicates.

How to import contacts

A lead in Handoff is a project in Lead status. See how referral source, the Projects list, and the contact page help you follow it.

How to track leads in Handoff

Customer Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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.

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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.

Prototype invite-team answer

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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