Overview

The Homeowner Handoff is a powerful feature in Digs that enables builders to deliver a seamless, digital-first experience to new homeowners at the end of a project. By transferring critical documents, decisions, and contacts, builders create a polished transition that empowers homeowners to manage and maintain their new investment—all from one easy-to-access digital home record.

📌 Note: This feature is available exclusively to Pro Subscribers.

🔧 Why Is This Feature Important?

• Free plans are limited to one active project. If you attempt a handoff on a free account, you won’t be able to start a new project without upgrading.

• Pro Subscribers can complete handoffs and immediately move on to managing new builds—ensuring uninterrupted project flow.

👷‍♂️ For Builders: How to Perform a Homeowner Handoff

Step-by-Step Process:

1. Initiate the Handoff

   • Open your completed project

   • Click the Kabob Menu (⋮) in the top-right

   • Select “Handoff to Homeowner”

1. Select Files & Folders to Share

   • Include warranties, manuals, product selections, and any essential documentation

1. Add Key Contacts

   • Subcontractors, vendors, and service providers

   • Add notes to clarify each contact’s role or specialty

1. Finalize & Send

   • Confirm everything is accurate

   • The homeowner receives an email invite to access their new, distinct Digs project

⚠️ Important: Once the handoff is complete, the builder's version stays with the builder for their record keeping. The homeowner is removed from that project and into their own newly handed off home.

🛠 Pro Tips for Builders

• Add a personalized welcome message to the invitation

• Share tips for navigating Digs in the welcome email

• Label contacts clearly (e.g., "HVAC – Smith Heating") for easier homeowner reference

🏠 For Homeowners: What to Expect From Your Digital Home

Welcome to your new home! Along with the keys, you’ll receive access to your Digital Home in Digs—a central hub that stores everything you need for upkeep, maintenance, and future improvements.

🔐 What’s Included:

• Files & Documents – Warranties, manuals, project history

• Contacts – Trusted professionals who helped build your home

• Collaboration Tools – Add family or contractors to assist with future work

📥 How to Access:

• Check your email for a Digs invitation

• Create or log into your Digs account

• Start exploring your new Digital Home dashboard

✅ Your Next Steps:

• Review all shared documents and contacts

• Bookmark key files like warranty schedules and manuals

• Add your own notes or future plans

• Invite others to collaborate—like family or trusted contractors

🧠 Pro Tips for Homeowners:

• Use folders and tags to stay organized

• Track future home improvements directly in Digs

• Reach out to listed contacts for any follow-ups or service needs

🤝 A Partnership for Success

The Digs Homeowner Handoff is more than a digital file drop—it's a professional, structured transition that strengthens the relationship between builder and homeowner. Builders show attention to detail and care, while homeowners get long-term confidence and clarity.

Ready to use this feature? Make sure you're on a Pro Subscription, or upgrade now to unlock the full Digs experience.

Need help with your first handoff? contact support@digs.com—we're here to help you build better!