Permissions & roles
Grow your team. Keep control of your business.
Add project managers, sales reps, and field crews with confidence. Handoff's trained AI gives every role exactly what they need — while keeping your pricing, costs, and margins locked down.
Screenshot of permissions dashboard
Protect your numbers
Margins, pricing, and invoices stay locked down by role — no leaks, no workarounds.
Show only what matters
When people only see what they need, projects move faster and mistakes drop.
Scale without risk
Bring your whole team into Handoff with confidence, knowing every role is protected from day one.
A clean view for every role
Role assignment
The right access from day one
Invite a team member, assign a role, and they're ready to work. Each role gets a clean view built around their project, nothing extra.
- Four contractor-specific default roles: admin, project manager, sales rep/estimator, field crew
- Role changes apply instantly from the team members screen
- Each team member has one global role — clean, simple, no overlap
Screenshot of role assignment interface
Project visibility
Your team sees their work. Your data stays yours.
Project access is assignment-based. Every role sees exactly what they're responsible for and nothing else.
- Non-admin roles view only assigned projects, never all projects by default
- Sales reps don't see each other's leads — access is individual, not shared by role
- If access is removed mid-project, users are redirected immediately with a clear message
Screenshot of project visibility settings
Permissions matrix
Control exactly who can view, edit, or delete
Not every role needs full access. Set permissions once and let your team collaborate confidently, without accidental changes or risky workarounds.
- Every part of the platform is covered — from estimates and invoices to client records and AI settings
- Read-only mode when edit access is off — no accidental changes, no confusion
- Delete actions are hidden for roles that don't need them and blocked at the system level
Screenshot of permissions matrix
Lead pipeline
See every opportunity — before it becomes a project
Sales reps get a built-in lead pipeline, so every opportunity is tracked from first contact to active project.
- Capture contact details, referral source, and notes without creating a full project
- Kanban pipeline shows what's new, active, and needs follow-up
- Every lead stays visible until it becomes an active project
Screenshot of lead pipeline
AI controls
Your controls hold everywhere — including the AI
Your AI teammate only works with data that users can already see. It can't access, share, or export anything you don't want it to.
- No pricing, margin, or financial data leaks through AI chat or exports
- If someone asks for restricted information, the AI says no
- The same permissions that protect your platform protect your AI output
Screenshot of AI controls settings
Add seats with confidence. Your numbers stay protected.
Bring PMs, sales reps, estimators, and field crews into Handoff — knowing your margins, invoices, and settings stay exactly where they belong.
Frequently Asked Questions
Everything you need to know about the product and billing.
Where does your cost data come from?
Can your pricing be localized to my area?
Does this work for my type of business?
- 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!