Catalog, Pricing & Estimate Presets
Set up catalogs, pricing, markups, tax, and presets so estimates come out right.
By Dave and 2 others3 authors14 articles
Catalog Management
Catalog items, custom items, material and labor rates, and pricing sources.
- How catalogs workA catalog is a saved list of your rates. Handy checks your catalogs first when it prices an estimate, so your numbers win over market data.
- How Handoff prices estimates before you add a catalogWith no catalog, Handoff prices estimates from local labor data, retail supplier matching, and market defaults. Add a catalog to use your own rates.
- How to import a supplier price list into a catalogUpload a supplier price list as a spreadsheet, PDF, image, or Word file and Handoff turns it into catalog rates your estimates can use.
- How to choose your default supplierPick Home Depot or Lowe's as the store Handoff uses to price materials, and turn ABC Supply, Ferguson Home, and Delta Faucet catalogs on or off.
- How to connect ABC Supply to HandoffConnect your ABC Supply account, choose your ship-to and branch, and turn on ABC Supply pricing for roofing, siding, and exterior materials.
Pricing & Profitability
Labor rates, material pricing, markups, and margins.
- How Handoff prices an estimateHandoff prices each line from your request first, then your catalogs and presets, then supplier and local labor data. Learn what you can control.
- How location sets pricing in your estimatesHandoff uses local labor rates based on the zip code of your estimate's price location. Set the location from your project address or the Set price location button.
- How labor rates are setHandoff sets labor rates from your price location unless you supply your own. Add your own rates in a Labor catalog item, a Preset or the AI chat.
- How to edit your markupSet default labor, material and other markups in Presets, or change markup on a single estimate from its breakdown.
- How to set separate material and labor markupsHandoff splits every estimate line into Material, Labor, Labor + Material or Other, so you can mark each type up differently and see totals by type.
Estimate Presets
Create presets, configure defaults, set tax, and apply presets.
- What Presets are and how they workPresets store your default markups, tax, and written rules so Handoff applies them to every new estimate, proposal, change order, and document.
- How to set tax on an estimateAdd one tax rate to an estimate from the breakdown, choose whether it applies to labor, material or both, or set a default in Presets.
- How to teach Handoff your estimating preferences (AI instructions)Write AI instructions in Presets so Handoff follows your estimating rules on every new estimate, and learn how instructions are checked and enabled.
- What Templates are and how they differ from PresetsTemplates store reusable documents, client messages, terms and conditions, and daily logs. Presets store your rules and defaults.