Support

Handoff Support

Dave Pucci

Budgets and expenses, invoicing and progress billing, and collecting payments.

Job Financials

Handoff builds a project budget from approved estimates and change orders. See what is in it, how to change it mid-job, and how status and export work.

How project budgets work

Read the Budget tab cards, columns, and variance on desktop and in the mobile app, and open a line to see its linked expenses.

How to read the Budget tab

Add actual costs to a project budget by extracting a receipt, entering an expense by hand, or reviewing QuickBooks expenses, then edit or delete them.

How to add expenses to a project budget

Turn on labor costs for project budgets, set hourly rates, choose whose hours count, and assign hours to a budget line item.

How to track labor costs against your budget

Build your company cost code library from NAHB codes, a file, or by hand, nest codes under parents, and assign codes to estimate line items.

How to set up and use cost codes

Budgets, expenses, cost codes, and project costs compared with budget.

Budgets & Expenses

Create an invoice from a project, the Invoices tab, an estimate, an approved proposal, or a payment schedule, then send it by text, email, or link.

How to create and send an invoice

An invoice can bill a fixed amount or itemized rows, and can carry a message, attachments, a due date, discount, tax, and terms.

What you can add to an invoice

Create invoices, progress billing, partial invoices, and invoice management.

Invoicing & Progress Billing

Record a check, cash, or other payment against an invoice, mark it paid, and read each invoice status in Handoff.

How to log a payment and track invoice status

Fix an invoice your client can't open, didn't receive, or can't pay. Check contact details, resend or share the link, and turn on online payments.

Client can't open or pay an invoice: how to fix it

Collect ACH or card payments, log manual payments, and track payment status.

Collecting Payments

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Create your workspace and invite the people you work with.

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

Ship something

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

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

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