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Financial Management

Streamline cash flow and get paid faster

See exactly which projects are profitable and get paid on time. Built for contractors, Handoff’s trained AI tracks your margins in real-time and maintains steady cash flow across all projects.

See how it works

Connected financial workflows mean faster payments

From first quote to final payment, Handoff keeps your money moving so you can stay focused on the job.

Faster payment cycles

Money comes in as work gets done, not just at the end. Invoices go out automatically when milestones are hit, speeding up cash flow.

Standardized pricing

Consistent markup on every estimate means no more pricing inconsistencies. Every job protects your margins automatically.

Complete financial visibility

Track every dollar from estimate to payment with real-time profitability data. Make decisions based on facts, not guesswork.

5/5
Required product for every toolbox! Handoff has helped us accelerate our business lifecycle and allows our human experts to do what they do best!

— Andrew B.

Chief Operating Officer • 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

Estimate to payment automation

Get paid while others are still bidding

Connect your entire financial workflow from first quote to final payment. No retyping numbers from old spreadsheets.

  • Payment tracking happens behind the scenes
  • You focus on building, not billing
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schedules & milestone billing

Money flows throughout the project

Set payment schedules once and get paid throughout the project lifecycle. Handoff automates invoices at each phase.

  • Cash comes in at every phase you set
  • Invoices go out automatically when milestones hit
  • Get paid as work progresses instead of financing the project
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Pricing & markup logic

Keep pricing consistent and profitable

Set your markup rules once and every job automatically protects your margins, whether you're pricing your first estimate of the day or your fifteenth.

  • Every estimate includes your markup automatically
  • Consistent pricing across all projects and estimators
  • Protect against accidentally underpricing work
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Financial visibility

See the complete financial picture

Track estimates, costs, invoices, and payments in real-time across every project, all in one dashboard.

  • See exactly which projects are making money
  • Know if projects are going over budget while there's time to fix them
  • Track which clients owe money and when payments are due
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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 accelerate your cash flow?

See how contractors get paid throughout every project and maintain consistent profitability with an AI-trained teammate

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Handoff modern estimate and project view