Handover pack checklist for home improvement jobs
A simple handover pack checklist that reduces disputes, protects warranties, and speeds up final payment on home improvement jobs.
Handover pack checklist for home improvement jobs
A handover pack is the last thing the customer sees. It proves the job is complete and makes payment feel safe.
Use this checklist on every multi-day job or any job with compliance requirements.
Handover pack checklist
Proof of completion
- Before and after photos
- Completion certificate or sign-off form
- Snag list resolved
Warranties and certificates
- Product warranties and serial numbers
- Installer warranty
- Compliance certificates (e.g., electrical, gas, commissioning)
Manuals and instructions
- User manuals
- Maintenance schedule
- Emergency shut-off guidance
Financials
- Final invoice
- Retention release schedule (if applicable)
- Payment confirmation
How to deliver the pack
- Send as a PDF link via email and store in the job record.
- Use a short cover note: what is included and who to contact.
Toolfy tip
Create a handover checklist inside Toolfy so the job cannot be closed until all required files are attached. It keeps your evidence clean if a dispute appears later.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
What should be included in a handover pack?
Do small jobs need a handover pack?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
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