Handoff

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Sign in to Handoff

Access your invoicing workspace securely.

Handoff

Set up your business

Before creating invoices, add your business details so invoices show the correct name, tax, materials rate, and payment information.

Business profile required. Finish your business setup before creating invoices.

Optional details

Handoff

Dashboard

Create invoices, track paid and unpaid work, and keep clean records.

Your dashboard

Choose the cards you want to see first.

Customer list

Search, reuse, and invoice repeat customers.

Add customer

Save customer details for repeat jobs.

Create invoice

Pick a customer, add job items, check the total, and save.

Customer

No customers yet. Add one now before saving an invoice.

Invoice details

Jobs

Add one or more jobs. Each job can have its own labour and items.

Advanced profit settings

Optional. Used only to estimate gross profit. Leave at $0 if you do not want to track labour cost.

Materials

Use this for basic supplies and consumables like cleaners, grease, soap, small hardware, or cleaning supplies. Common rates are 5-10%.

Calculated from labour subtotal only.

Discount

Tax

Tax rules vary by business and service. Confirm your setup with your accountant.

Invoice saved

Review the saved invoice or make changes.

Saved invoices

Search, filter, edit, print, and update payment status.

InvoiceDateCustomerJobTotalGross profitStatusActions

Items Catalog

Save commonly used items for faster invoices.

Top customers by revenue

Best customers for the selected period.

CustomerRevenueInvoices

Recent unpaid invoices

Work that still needs collection.

InvoiceCustomerDateTotal

Export for accountant

Download invoice summary rows and detailed line-item rows for accountant review.

CSV files open in Excel, Google Sheets, LibreOffice, or accounting software. If it opens in Notepad, right-click the file and choose Open with a spreadsheet app.

Backup and restore

Export or restore all local Handoff data, including settings, customers, jobsites, vehicles/assets, items, invoices, quotes, jobs, line items, payments, tax settings, and statuses.

Importing a backup replaces the current local data on this device.

Developer / Demo Tools

Handoff is not full accounting software. It helps you keep clean invoice and job records that can be exported for your accountant.

Business Identity

Shown on invoice previews, print output, and exports.

No logo saved.

Tax Setup

New invoices use these tax lines unless edited on the invoice.

Tax rates are defaults only. Confirm your tax requirements with your province or accountant.

Invoice Defaults

Applied only to new invoices.

Materials

Default charge for small consumables.

Materials covers small supplies and consumables such as cleaners, grease, soap, rags, small hardware, and shop supplies.

Materials calculation base: labour subtotal only.

Payment Information

Shown on customer-facing invoice output when filled in.

Business Goals

Used on Dashboard and Reports.

Handoff Pro

CA$10/month after a 7-day free trial. Billing and receipts are securely handled by Stripe.

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This plan pays for Handoff. Customer invoices you create inside Handoff remain your business records and are not charged through Handoff's Stripe account.