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Handoff builds a project budget from approved estimates and change orders. See what is in it, how to change it mid-job, and how status and export work.

How project budgets work

Read the Budget tab cards, columns, and variance on desktop and in the mobile app, and open a line to see its linked expenses.

How to read the Budget tab

Add actual costs to a project budget by extracting a receipt, entering an expense by hand, or reviewing QuickBooks expenses, then edit or delete them.

How to add expenses to a project budget

Turn on labor costs for project budgets, set hourly rates, choose whose hours count, and assign hours to a budget line item.

How to track labor costs against your budget

Build your company cost code library from NAHB codes, a file, or by hand, nest codes under parents, and assign codes to estimate line items.

How to set up and use cost codes

Handoff Support

Budgets, expenses, cost codes, and project costs compared with budget.

Budgets & Expenses

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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.

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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.

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

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

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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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