Reusable remodeling operating record

Lead-to-warranty remodeling handoff worksheet

Use one sheet to confirm what the next person must know. This supplements the signed contract, drawings, permits, manufacturer instructions, and applicable law; it does not replace them.

Project identity and control

Project / job nameRecord ownerProperty addressHomeowner / primary contactCurrent stageNext decision dateCurrent source of truth for scope and documents

1. Lead to site walk

Requested outcomeBudget and timing contextOccupancy, access, pets, and household constraintsKnown property or system concernsNext questions and responsible person

Ready when: Contact facts confirmed Site visit scheduledReleased by / date

2. Site walk to estimate

Rooms / work areasExisting conditions and unknownsAffected trades, systems, and shutoffsPermit, design, engineering, or testing questionsProtection, access, staging, and disposalSelections and allowance assumptions

Ready when: Evidence attached Unknowns assignedReleased by / date

3. Estimate to contract and production

Accepted scope / version / dateExclusions and owner-supplied itemsAllowances and selection deadlinesPayment milestones and notice requirementsPermit and inspection responsibilityLong-lead purchases and release dates

Ready when: Signed basis stored Schedule inputs assignedReleased by / date

4. Production through approved changes

Current schedule constraintOpen selection / procurement constraintOpen discovered condition or changeClient, trade, or inspection decision dueLatest approved change, price, schedule effect, and billing state

Control: Work matches current scope Added work authorizedChecked by / date

5. Closeout to warranty

Punch and inspection statusFinal change / invoice / payment statusCare, warranty, model, and vendor documentsKeys, codes, spares, and homeowner trainingOpen item, owner, and promised completionWarranty start, contact, and response path

Ready when: Client handoff complete Open items ownedClosed by / date