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How an estimate is organized into sections, groups, and items, what each column and total means, and which parts your client sees.

How to read your estimate

Handy gets quantities from the numbers you give it, your files, your saved rates, and typical industry assumptions, then you review them.

How Handoff calculates quantities

Ask Handy to organize an estimate by CSI division, or build the divisions yourself with named groups, then export it as a CSV or PDF.

How to organize an estimate by CSI division

Handoff Support

Estimate structure, labor and material breakdowns, totals, and calculations.

Understanding an Estimate

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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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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.

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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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