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
Frequently Asked Questions (FAQ)
What are Clients in Handoff?
Clients is a feature that lets you save and manage customer contact information and estimates in one place inside Handoff. Instead of tracking people across messages, proposals, and separate tools, you can keep everything tied to the client record.
Can I save client information in Handoff?
Yes. You can save client contact details directly in Handoff and update them whenever needed. This makes it easier to keep customer information organized and accurate as jobs move forward.
Can I view all of a client’s estimates in one place?
Yes. Each client record in Handoff shows the estimates associated with that client, so you can quickly see proposal history without searching through multiple projects or messages.
Can I send estimates to clients from Handoff?
Yes. Handoff lets you assign estimates to clients and send them directly from the platform. This makes it faster to move from estimate creation to client delivery without extra admin work.
Are existing clients already created in Handoff?
Yes. Handoff automatically created client records based on proposals you previously sent. That means many users already have a starting client list inside the platform without having to enter everything manually.
Can I use the Clients feature on desktop and mobile?
Yes. The Clients feature is available on both desktop and mobile, so you can manage contact information and estimates whether you’re in the office or on the go.
