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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

Handoff Support

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

Edit an Estimate

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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