Support

Handoff Support

Dave Pucci

Collect the deposit and move an approved job into active management.

Deposits & Job Approval

Add a payment schedule to a proposal with a deposit due on approval, then turn that payment into an invoice after your client approves.

How to request a deposit with a payment schedule

Request the initial deposit, collect it, and track its status.

Requesting & Collecting Deposits

See what Handoff does automatically when a proposal is approved, what it leaves to you, such as the deposit invoice and schedule, and what to do next.

What happens after a proposal is approved

What happens after a proposal is approved and how the job moves into execution.

Moving to Active Job Management

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