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Customization: instructions & templates

Train an AI teammate to run your construction business

Stop double-checking every estimate your team sends. Built for contractors, Handoff's trained AI applies your markup rules, templates, and real pricing, so every output looks like your business, every time.

Screenshot of AI customization interface

Consistent margins

Your markup logic runs automatically on estimates and change orders — no matter who builds it.

Faster proposals

Templates eliminate formatting, cleanup, and last-minute fixes before proposals go out.

Scalable standards

Your pricing and processes stay consistent as your team grows, without extra oversight.

"Once you get the AI trained to your preferred formats, it makes things much easier than having to manually input all information individually."

— Corey N.

Estimator, Retail & Insurance

Zero delays

From first contact to signed proposal

10x

Faster estimates vs. manual methods

60M+

SKUs tracked across major suppliers

Every output reflects your business — without you checking it

Smart AI presets

Your pricing rules, running on every project

Save the pricing and decision rules that define how your business operates. Your AI teammate applies them across all estimates, proposals, and change orders.

  • Create and save pricing presets mid-estimate
  • Catch rule conflicts before estimates go out
  • Ensure every estimate is pricing projects your way
Get started

Screenshot of pricing presets editor

Personalized templates

Every proposal goes out looking like you meant it

Create templates for every document you send — proposals, work orders, daily logs — so everything stays on brand without extra work.

  • Set multiple templates per document type (kitchen, bathroom, full remodel)
  • Send proposals instantly — no reformatting, no cleanup
  • Brand every document with your company's look and standards
Get started

Screenshot of proposal template builder

Custom catalogs

Estimates that start from your numbers

Standardize estimates using pricing that reflects how your business actually runs — not generic defaults.

  • Build your catalog from your actual supplier quotes, subcontractor bids, and cost books — not generic defaults
  • Automatically match catalog items to each project
  • Pull live pricing from Lowe's, Home Depot, and more
Get started

Screenshot of custom catalog manager

Your rules. Your templates. Your AI teammate.

Build your company playbook into the platform, and let Handoff make sure every estimate, scope, and proposal that goes out reflects how you actually run your business.

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.