Hey Handoff users,
Big news! 📢 Clients can now be saved in Handoff!
- You can manage each Client's estimates and contact info in one easy place.
- You can assign and send estimates to Clients in seconds.
- We've created Clients for you based on any previous Proposals you've sent.
Keep reading for a brief video walk-through!
Find your Clients in the Navigation Bar
Tap a Client to view their Estimates
Easily Edit a Client's Contact Info
Send an Estimate to a Client in seconds
View Clients on either Desktop or Mobile
If you prefer using your desktop or laptop, great! Clients are accessible there too.
Click below to watch this 1-minute desktop demo.
Video: https://www.loom.com/share/f4770d714e3b4a2b95bf4842c2a81bee?sid=13a7bd91-1694-40ff-8c04-38c56a5797f6
Don’t have time to read the whole system?
Grab the Project Pricing Checklist and start using the process right away.
Download checklist
Ready to put these steps into action without overthinking it?
Start with the checklist. It breaks down every move in a simple, repeatable way.
Get Checklist
If you’re tired of guessing, chasing, and working nights, start with the tool that simplifies everything.
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