Catalog Management
Catalog items, custom items, material and labor rates, and pricing sources.
By Dave and 1 other2 authors5 articles
- How catalogs workA 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 Handoff prices estimates before you add a catalogWith no catalog, Handoff prices estimates from local labor data, retail supplier matching, and market defaults. Add a catalog to use your own rates.
- How to import a supplier price list into a catalogUpload 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 choose your default supplierPick 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 connect ABC Supply to HandoffConnect your ABC Supply account, choose your ship-to and branch, and turn on ABC Supply pricing for roofing, siding, and exterior materials.