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Presets store your default markups, tax, and written rules so Handoff applies them to every new estimate, proposal, change order, and document.

What Presets are and how they work

Add one tax rate to an estimate from the breakdown, choose whether it applies to labor, material or both, or set a default in Presets.

How to set tax on an estimate

Write AI instructions in Presets so Handoff follows your estimating rules on every new estimate, and learn how instructions are checked and enabled.

How to teach Handoff your estimating preferences (AI instructions)

Templates store reusable documents, client messages, terms and conditions, and daily logs. Presets store your rules and defaults.

What Templates are and how they differ from Presets

Handoff Support

Sofia Herrera

Dave Pucci

Create presets, configure defaults, set tax, and apply presets.

Estimate Presets

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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.

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

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