Contractor/estimator account (phone number sign-up)
Client contact info for proposals
Skill level
No code — point and click
Setup time
about 5 minutes
Worth knowing: Login uses SMS one-time-passcode by phone number instead of a password, and some proposal features (e.g. invoicing/signatures) were still rolling out at the time of the independent video.
Summarized from 1 community tutorial · July 2026
Highlights
Generates itemized estimate from plain-language descriptionDescribe a project (e.g. '150sqft kitchen remodel') in chat and Handoff AI produces a categorized estimate (demolition, tile, cabinets, etc.) with quantity x ra
Edits estimates via AI chat instructionsGive natural-language edits like 'update labor cost' or 'use high-end appliances' and the AI regenerates the affected line items instead of manual re-entry.
Converts estimate into a client-facing proposalToggle from estimate to proposal view; AI writes a client summary, and you can show a lump-sum total or a detailed line-item breakdown.
Sends proposals and tracks status by SMS or emailProposals move through draft, sent, approved, declined and archived statuses, and can be delivered to the client via text, email, or a shareable link.
Pulls local supplier pricing into estimatesSets the job location so material and labor pricing reflects local rates, sourced from partner suppliers (e.g. Lowe's) in that area.
Summarized from 1 community tutorial · July 2026
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