Handoff

OVERVIEW

Handoff is estimating and project software for US remodelers, general contractors and trades. You describe a job by voice, text, photos or plans, and its AI builds a line-item estimate priced for the project's location. The company says its material and labour costs come from supplier catalogs and labour-rate tracking, updated daily for cities across the US. The estimate can become a proposal, and a won job can move on to invoices, change orders and a schedule in the same app.

Treat each estimate as a draft. Check every line's quantity, material and price against your own costs and supplier quotes, because the AI uses local averages and your margins are your own. Save your usual rates in pricing catalogs and presets so later estimates start closer to your numbers. You send each estimate and proposal yourself, and clients can approve and pay through a client portal. Start with a few past jobs where you know the real cost, and compare Handoff's figures with yours.

What the workflow does

• Voice to estimate: Talk through the job on site and Handoff turns your voice notes into job details and an estimate.
• Local cost data: Prices estimates for the project's US location, using supplier catalog prices and tracked labour rates that the company says update daily.
• AI proposals and scopes of work: Turns an estimate into a client-ready proposal and written scope, with digital signatures and a record of when the client opens or approves it.
• Pricing catalogs and presets: Saves your own services, rates and prices so new estimates use them.
• Site walkthroughs and takeoffs: On higher plans, builds estimates from site photos and notes, and on Scale from residential plans up to 7,000 sq ft.
• Invoices, payments and project tools: Handles milestone invoices, online card and bank payments, change orders, scheduling and daily logs once a job is won.

FROM INPUT TO RESULT

How the workflow works

1. 1

   Set up your pricing catalog and presets with your usual rates and markups.

2. 2

   Describe a job by voice or text, then review every line item and adjust quantities and costs.

3. 3

   Turn the checked estimate into a proposal, send it yourself, and later compare the final job cost with the estimate.

WHAT IT OFFERS

Key features

• Voice to estimate

  Talk through the job on site and Handoff turns your voice notes into job details and an estimate.

• Local cost data

  Prices estimates for the project's US location, using supplier catalog prices and tracked labour rates that the company says update daily.

• AI proposals and scopes of work

  Turns an estimate into a client-ready proposal and written scope, with digital signatures and a record of when the client opens or approves it.

• Pricing catalogs and presets

  Saves your own services, rates and prices so new estimates use them.

• Site walkthroughs and takeoffs

  On higher plans, builds estimates from site photos and notes, and on Scale from residential plans up to 7,000 sq ft.

• Invoices, payments and project tools

  Handles milestone invoices, online card and bank payments, change orders, scheduling and daily logs once a job is won.

IS IT A GOOD FIT?

Who it’s for

CONNECTED TOOLS

Integrations

Listed tools for this workflow. Confirm current support and setup with the provider.