Estimate Presets
Create presets, configure defaults, set tax, and apply presets.
By Dave and 2 others3 authors4 articles
- What Presets are and how they workPresets store your default markups, tax, and written rules so Handoff applies them to every new estimate, proposal, change order, and document.
- How to set tax on an estimateAdd 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 teach Handoff your estimating preferences (AI instructions)Write AI instructions in Presets so Handoff follows your estimating rules on every new estimate, and learn how instructions are checked and enabled.
- What Templates are and how they differ from PresetsTemplates store reusable documents, client messages, terms and conditions, and daily logs. Presets store your rules and defaults.