Closeout, handover and warranties

Open the project’s Closeout tab with Punch List & Closeout/DLP access. First use copies the company checklist into that project; later template edits do not rewrite its existing checklist. Review required items such as as-built drawings, manuals, warranty records, snag clearance and the final account. Mark completion when the evidence is ready, adding notes or document references where available. Optional items may still matter to the client.

1. 01

   Review the project checklist

   Open the project’s Closeout area. Check the copied checklist, complete each required item and attach the relevant evidence documents.

2. 02

   Resolve the completion blockers

   Review critical open snags and any configured closeout or inspection requirements. Use the original module to finish each outstanding action.

3. 03

   Record the handover

   The authorized administrator records the handover date, signatory/certificate details and DLP duration. Check them before confirming because handover freezes the checklist.

4. 04

   Review the aftercare record

   Check the derived DLP end date, warranty entries and eligible client evidence. Track DLP defects through the punch workflow instead of treating handover as the end of all responsibility.

Check required items and critical snags. An authorized administrator uses Handover, enters the date, client signatory, DLP months and certificate where provided, then confirms. Required checklist and applicable completion checks are enforced. The checklist freezes after handover, and a second ordinary handover is not allowed. The DLP end is calculated from handover date plus DLP months. Handover and Project Completed are distinct records; changing one does not necessarily perform the other.

During the open DLP window a client can report a defect through the portal Punch List. Record its location and symptom, then use the normal repair, review and closure workflow. After the window ends, that portal creation action is unavailable. Keep evidence on the same item rather than creating an unrelated duplicate.

Add a warranty in Closeout for a recognisable element, such as roof waterproofing, with start date, duration and supporting notes or documents. Its expiry may differ from the project DLP. Review expiry reminders in time to inspect and contact the responsible supplier. A warranty record does not itself raise a claim, book a repair or release retention.

The portal can show handover and DLP information, available warranty details and approved shared documents for its assigned project. Clients cannot edit the internal checklist or verify the company’s repairs. If unavailable, check project assignment and both portal and closeout feature access. See Client Portal.