SERVICE AGENT OSRemodelers app

Field-ready downloads

Print the handoff before it gets lost.

Four neutral HTML worksheets you can save, type into, print, or adapt to your company. No account or software is required.

Printable HTML worksheet

Lead-to-warranty remodeling handoff worksheet

One printable project record for the facts and decisions that must survive each handoff from inquiry through warranty.

Includes

  • — Lead and property facts
  • — Site-walk constraints
  • — Estimate and contract basis
  • — Selections, permits, procurement, and schedule
  • — Changes, billing, closeout, and warranty ownership

Best for: Owners and project leads testing whether project facts survive from sales into production.

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Printable HTML worksheet

Field-safe remodeling change-order record

A printable control record for discovered conditions or requested changes before added work becomes an undocumented commitment.

Includes

  • — Original scope and observed condition
  • — Protection work versus permanent changed work
  • — Cost, price, schedule, permit, and selection impact
  • — Client decision and approval evidence
  • — Production release and billing handoff

Best for: Project managers and field leads documenting a change before work proceeds.

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Printable HTML worksheet

Residential remodeling site-walk checklist

A room-by-room discovery checklist for existing conditions, access, systems, selections, permits, protection, and estimate follow-up.

Includes

  • — Homeowner priorities and occupancy
  • — Room and system observations
  • — Access, protection, utility, and logistics constraints
  • — Permit, design, and licensed-trade questions
  • — Photos, measurements, unknowns, and next owner

Best for: The person responsible for turning an initial property visit into estimate-ready information.

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Printable HTML worksheet

Remodeling project closeout checklist

A printable closeout record for punch work, inspections, client documents, financial reconciliation, and warranty handoff.

Includes

  • — Punch and quality verification
  • — Permit and inspection completion
  • — Client documents, training, keys, and care information
  • — Change, invoice, payment, vendor, and lien-record review
  • — Warranty start, exclusions, contacts, and open-item ownership

Best for: Project leads closing an occupied-home remodel without losing open items or warranty context.

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