Project-to-warranty handoff

Remodeling project closeout checklist

Match this record to the signed contract, approved changes, permit requirements, manufacturer documents, and applicable lien or payment rules. A checked box does not replace required evidence.

Project identity

Project / jobCloseout ownerProperty addressTarget completion / handoff dateClient / authorized contactWarranty contact path

Work, quality, and site condition

Open work, responsible party, access need, due dateAccepted deferred item or documented exception

Permits, inspections, and technical records

Jurisdiction / permit / final evidence locationUnresolved technical item and qualified owner

Homeowner handoff

Documents and physical items deliveredTraining completed with whom, when, and on what

Commercial and partner reconciliation

Open financial record, amount, owner, and due dateFinal contract / approved change / invoice reference

Warranty transition

Contractual completion / warranty start dateWarranty end / milestone review datesCovered work and governing documentExclusions, maintenance duties, and manufacturer pathsHow the client reports a concernInternal triage owner and response record

Open-item register and final release

Open item / evidenceOwner / dueStatus / client visibility

Contractor closeout reviewer / dateClient handoff acknowledgment / evidence