AI estimating
Upload a scope, blueprint, photos, or walkthrough notes and Handoff produces an estimate using your pricing rules, markup settings, and local cost data.
Handoff AI
ПодтвердитьHandoff AI is construction software for residential contractors that combines estimating, CRM, project management, and financial follow-through in one system.
Overview
Handoff AI is construction software for residential contractors that combines estimating, CRM, project management, and financial follow-through in a single system. The site presents it as an AI teammate that helps remodelers and handymen move from lead intake to estimate, proposal, project execution, and payment without switching between separate tools.
Its estimating workflow is central: users can start from a site walkthrough, photos, plans, voice notes, or job details, and Handoff builds estimates using stored pricing rules and local supplier data. The same platform also manages client communication, scheduling, documentation, invoices, and project records so the job history stays connected from start to finish.
Core capabilities
Proposals and scopes
Turn estimates into branded proposals, scopes of work, and client-ready documents without rewriting the job from scratch.
CRM and pipeline management
Track leads, proposals, jobs, and client activity in one place so you can see where each opportunity stands.
Project management workflow
Use AI scheduling, daily logs, and project alerts to keep project details, milestones, and site notes organized as work progresses.
Financial follow-through
Send invoices, collect payments, support milestone billing, and connect estimates and invoices to QuickBooks Online.
Team access and roles
Control what each person can see and do with team access, custom roles, and permission-based visibility.
Common ways teams use Handoff
Fast estimating from site visits
Capture a walkthrough, photos, and voice notes on-site and turn them into an estimate before leaving the job, which helps speed up same-day bid turnaround.
Lead-to-proposal sales workflow
Convert estimates into proposals, scopes, invoices, and approval-ready client documents while keeping follow-up tied to client activity.
Project execution and documentation
Coordinate phases, schedules, daily logs, photos, and alerts so project history stays attached to the job instead of spread across texts and notebooks.
Budget and payment management
Manage markup rules, milestone billing, and payment collection so financial details stay consistent from estimate through final invoice.
Team-based contractor operations
Share access with team members while limiting visibility into margins, billing, and client details to the right roles.
Pros and Cons
Pros
- Combines estimating, CRM, project management, and financial tools in one product.
- Supports multiple estimate inputs, including walkthroughs, photos, voice notes, and plans.
- Uses stored pricing rules, custom pricing catalogs, and local cost data to keep estimates consistent.
- Includes team permissions and client-facing portals to coordinate work across people and projects.
- Offers a free trial on the Flex plan and published plan options for different business sizes.
Cons
- The public pages reviewed do not show a full integrations directory, so buyers may need to confirm any systems beyond Zapier and QuickBooks Online.
- Several capabilities are described at a product level, but the pages do not provide deep setup or implementation detail for every workflow.
FAQ
Who is Handoff built for?
Handoff is positioned for residential contractors such as remodelers and handymen who need estimating, client management, and project tracking in one system. The site also references larger residential jobs and multi-location or API-level enterprise needs.
Does Handoff offer a trial or paid plans?
The pricing page says Flex includes a 7-day free trial. Pro and Scale are billed on a 12-month commitment, and Enterprise is available by contacting sales.
What can Handoff generate or manage?
The product turns walkthrough notes, photos, voice transcription, plans, or job details into estimates, proposals, scopes of work, schedules, daily logs, invoices, and client-facing documents depending on the workflow used.
Can teams use Handoff together?
The pricing page lists mobile and desktop access, and the home page references team access with role controls. That suggests individual and team use across devices, with permissions for sensitive details.
What integrations are listed?
The pricing page explicitly lists Zapier and QuickBooks Online integration, and the enterprise plan mentions custom integrations and API access. The site does not present a large public integrations catalog on the pages reviewed.
Quick Facts
- Category
- Construction software
- Primary users
- Residential contractors, remodelers, and handymen
- Platform support
- Mobile and desktop access
- Source domain
- handoff.ai
- Pricing
- Free trial on Flex; Pro, Scale, and Enterprise plans are listed
- Notable integrations
- Zapier, QuickBooks Online, and custom integrations/API for Enterprise