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Handoff Support

Sofia Herrera

Dave Pucci

Create, edit, and understand estimates built with Handoff AI.

AI Estimating

Describe the job in chat and Handy (Handoff's AI assistant) builds an estimate you can review and refine with follow-up messages.

How to create an estimate with Handy

Attach photos, videos, PDFs, or drawings in the Handy chat and Handy reads them to build an estimate.

How to create an estimate from photos, videos, or drawings

Attach an estimate as a PDF, CSV, or Excel file in the Handy chat and ask Handy to replicate it as a new Handoff estimate.

How to recreate an existing estimate from a PDF or CSV

Which files help Handy build an accurate estimate, how many to attach, and the size limits to know.

How to get better estimates from your files

Talk through a job and take photos in the mobile app. Handoff turns them into notes you can convert into an estimate or another document.

How to capture a walkthrough on your phone

Scan rooms with a LiDAR iPhone or iPad to capture dimensions and a 3D model, then start an estimate from the floor plan.

How to measure a room with Room Scan (Beta)

AI takeoff reads residential plans up to 7,000 sq ft and builds an editable estimate, annotated drawings, and a summary report in 1 to 2 hours.

What AI takeoff is and when to use it

Upload residential plans, add instructions, and start a takeoff from the chat plus menu to get an estimate, drawings, and a report.

How to run an AI takeoff

Talk to Handy by voice instead of typing. Start a conversation, ask questions, update estimates, and end the session when you finish.

How to use Live Mode (Beta)

Create estimates from descriptions, photos, videos, Walkthrough Mode, plans, takeoffs, or an existing PDF or CSV.

Create an Estimate

Edit, add, delete, duplicate, and move items, groups, and sections on a draft estimate, and choose which table columns you see.

How to edit items on an estimate

Get more detailed estimates from Handy by giving specifics in your prompt, asking for breakdowns, and organizing by room or trade.

How to get more detailed estimates

Merge two or more estimates from the same project into one new draft estimate, with each original becoming its own section.

How to combine estimates

Correct an estimate by asking Handy in chat, editing rows yourself, or undoing and reverting changes, including on a sent estimate.

How to fix an estimate with Handy or by hand

Edit with AI or by hand: line items, groups, pricing adjustments, and revisions.

Edit an Estimate

How an estimate is organized into sections, groups, and items, what each column and total means, and which parts your client sees.

How to read your estimate

Handy gets quantities from the numbers you give it, your files, your saved rates, and typical industry assumptions, then you review them.

How Handoff calculates quantities

Ask Handy to organize an estimate by CSI division, or build the divisions yourself with named groups, then export it as a CSV or PDF.

How to organize an estimate by CSI division

Estimate structure, labor and material breakdowns, totals, and calculations.

Understanding an Estimate

Handy builds and edits estimates and runs parts of your business from chat. See where to open it and how it uses your data and credits.

How Handy works

Open the Handy chat from any screen, find past chats, and learn what it can and can't do for your estimates, clients, and documents.

How to use the Handy chat

Write a job description Handy can price well. Include size, scope, finish level, and how you want it organized, then refine with follow-ups.

How to write a good prompt for Handy

Copy example prompts for estimates, edits, pricing, and everyday business tasks, then change the details to fit your job.

Example prompts for Handy

Handy shows progress labels, rows that appear as they are built, and a summary card. Learn what each means and when you can skip or stop.

What you see while Handy builds your estimate

Before it builds an estimate, Handy can study your earlier estimates to match your pricing and structure. See when it runs and how to skip it.

How Handy researches your past work

Handy keeps notes on how you work from your chats and uses them as hints on later estimates. See what it saves, who sees it, and what outranks it.

How Handy learns your preferences

How Handy, Handoff's AI assistant, researches, learns, and builds estimates, and how to prompt it.

Working with Handy

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