Support

Sofia Herrera

Dave Pucci

Handoff Support

Set up catalogs, pricing, markups, tax, and presets so estimates come out right.

Catalog, Pricing & Estimate Presets

A 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 catalogs work

With no catalog, Handoff prices estimates from local labor data, retail supplier matching, and market defaults. Add a catalog to use your own rates.

How Handoff prices estimates before you add a catalog

Upload 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 import a supplier price list into a catalog

Pick 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 choose your default supplier

Connect your ABC Supply account, choose your ship-to and branch, and turn on ABC Supply pricing for roofing, siding, and exterior materials.

How to connect ABC Supply to Handoff

Catalog items, custom items, material and labor rates, and pricing sources.

Catalog Management

Handoff prices each line from your request first, then your catalogs and presets, then supplier and local labor data. Learn what you can control.

How Handoff prices an estimate

Handoff prices labor by the county of your estimate's price location. Set the location from your project address or the Set price location button.

How location sets pricing in your estimates

Handoff 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 labor rates are set

Set default labor, material and other markups in Presets, or change markup on a single estimate from its breakdown.

How to edit your markup

Handoff splits every estimate line into Material, Labor, Labor + Material or Other, so you can mark each type up differently and see totals by type.

How to set separate material and labor markups

Labor rates, material pricing, markups, and margins.

Pricing & Profitability

Presets store your default markups, tax, and written rules so Handoff applies them to every new estimate, proposal, change order, and document.

What Presets are and how they work

Add 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 set tax on an estimate

Write AI instructions in Presets so Handoff follows your estimating rules on every new estimate, and learn how instructions are checked and enabled.

How to teach Handoff your estimating preferences (AI instructions)

Templates store reusable documents, client messages, terms and conditions, and daily logs. Presets store your rules and defaults.

What Templates are and how they differ from Presets

Create presets, configure defaults, set tax, and apply presets.

Estimate Presets

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