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Client Management CRM

Stay on top of your client relationships

Keep your client relationships organized with our intuitive CRM. Collect client contact information, track their projects by status, and stay on top of your book of business.

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Client Management CRM

Everything you need to win more projects

Handoff gives you the tools to respond faster, look more professional, and protect your margins on every job.

Estimate 10x faster

Turn 3 hour estimates into 20-minute work using real contractor data, not guesswork, with your pricing rules baked right in.

Win more projects

Capture walkthrough details automatically and respond same-day. Automated follow-up keeps leads warm so you never lose a good prospect.

Make more money

Send professional proposals instantly, know exactly when clients view them and keep leads moving with automated follow-up that actually works.

Benjamin B.
5/5
Handoff has turned 3-hour estimates into 20-minute estimates ... I give a project scope, any plans and pictures, and it creates the entire estimate for me.

— Benjamin B.

Acting Construction Manager • G2 review

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Integrated with Top Construction Suppliers

Jeld-Wen
Trex
Eaton
Pergo
Owens Corning
James Hardie
Schluter Systems
Allen + Roth
Delta
LG
Sherwin-Williams
Pella Windows & Doors
Simpson Strong-Tie
Kohler
Southwire
USG
Mohawk Industries
Boise Cascade
Jeld-Wen
Trex
Eaton
Pergo
Owens Corning
James Hardie
Schluter Systems
Allen + Roth
Delta
LG
Sherwin-Williams
Pella Windows & Doors
Simpson Strong-Tie
Kohler
Southwire
USG
Mohawk Industries
Boise Cascade

Client Profiles

Create detailed client profiles

With Handoff you can create new clients or upload existing clients from your phone book. Add their name, phone, email, and address to keep track of their most important details.

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Integrated CRM

Connect estimates & invoices

Your estimates and invoices will be linked to clients in your CRM. This means that you can see a complete record of work that has been done for a certain client as well as status of their ongoing projects.

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Activity tracking

Always know their status

Whenever a client approves a proposal or pays an invoice you will be notified in an instant. The client records will always be updated to show the latest statuses of their estimates and invoices.

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Frequently Asked Questions

Everything you need to know about the product and billing.

Where does your cost data come from?
Our rates come from the supplier relationships we have formed to integrate with their catalogs. In addition, we track labor rates across the country to make sure we're staying up to date with the fluctuations. Our costs update on a daily basis for every single city in the US.
Can your pricing be localized to my area?
Absolutely, your estimate will be localized to any location in the United States. When you create an estimate, we'll ask for your project location. Handoff will then generate your estimate with accurate rates specific to that location.
Does this work for my type of business?
Handoff works for all contractors and trades! Our platform can generate AI construction estimates and manage the project workflows for these businesses:
  • Remodelers
  • Fix and Flippers
  • Handyman Contractors
  • Kitchen and Bath Contractors
  • General Contractors
  • Home Builders
  • Deck Builders
  • Painters
  • Drywallers
  • Framers
  • Electricians
  • Plumbers
  • Finish Carpenters
  • Cabinet Makers
  • Countertop Installers
  • HVAC Contractors
  • Roofing and Siding Contractors
  • Doors and Windows Contractors
  • Concrete and Flatwork Contractors
  • Landscapers
  • Insurance Restoration Businesses
  • Property Managers
  • Design Builders
  • ADA Contractors
  • Real Estate Investors

And many more!

When will you have a certain feature that I need?
You can always find out what the Handoff team is working on by tracking our public roadmap. You can also request to add new features or recommend improvements at any time. Custom plan users also get early access to our new features.
Do you have an online community for customers?
Yes! Anyone can join our Facebook community called Handoff Nation. Jump in, ask questions, and see how other contractors are using Handoff to win more work.
Do you have an affiliate or ambassador program?
We currently offer both an affiliate and ambassador program! Affiliates earn commission when a new user signs up through your link. Ambassadors earn incentives like cash payments and gift cards for creating content for Handoff.
Do you offer homeowner financing options?
Yes, Handoff's Pro and Custom plan users can offer homeowner financing options through our partner Acorn Finance, on every proposal. This is an optional offering at no cost to you!
Does your AI read my drawings, photos, and other files?
Yes, Handoff users can upload almost any relevant file type like drawings, photos, and other documents. Our AI can extract important information from files such as square footage, quantities, material lists, and more. These can then be used to generate estimates more accurately.

Ready to win more projects?

See how modern contractors are getting more projects by going from walkthrough to signing contracts in record time with a trained AI team member.

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Handoff modern estimate and project view