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.
How it works
Simply import your clients from your phone book or create a new client when you start an estimate. Handoff will keep your book of business organized.
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.
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.
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.
Handoff revolutionizes the construction and remodeling industry with its AI-driven estimating software
Explore all features of Handoff
Handoff provides a complete toolkit to grow your remodeling business 10x faster without having to work 10x harder.
Instant AI Estimates
Handoff generates detailed estimates for residential construction projects in seconds.
Winning AI Proposals
Our AI automatically generates winning proposals you can send to your client
with one click.
Invoicing
Turn your proposal into invoices, request a deposit, and get paid by your clients quicker.
