Punch list on a tablet: each item with room, trade, priority, dates, status, sign-off and flag

Punch List, Closeout & Handover Pack

CA$99
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Punch list on a tablet: each item with room, trade, priority, dates, status, sign-off and flag
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  • Punch list on a tablet: each item with room, trade, priority, dates, status, sign-off and flag
  • All 12 pages of the home handover booklet
  • Closeout checklist on a tablet: tasks counted from substantial completion, ending with the final retainage release
  • Both pages of the pre-delivery inspection explainer for homeowners
  • Punch list on a tablet: each item with room, trade, priority, dates, status, sign-off and flag
  • All 12 pages of the home handover booklet
  • Closeout checklist on a tablet: tasks counted from substantial completion, ending with the final retainage release
  • Both pages of the pre-delivery inspection explainer for homeowners
Punch List, Closeout & Handover Pack
Client Experience

Punch List, Closeout & Handover Pack

CA$99

Launch price until January 15, 2027. Prices in Canadian dollars. Any tax that applies is shown at checkout.

A punch list and closeout workbook, a 12-page home handover booklet and a two-page pre-delivery inspection explainer for custom home builders. PDF, editable PowerPoint and Excel.

  • Workbook Excel, six sheets, example and blank copies
  • Punch list Up to 200 items, with lists by trade
  • Handover booklet 12 pages, PDF and editable PPTX
  • PDI explainer 2 pages, PDF and editable PPTX
  • Start Here 6-page PDF guide

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Punch list and closeout workbook, Excel (.xlsx), six sheets, in two versions. Up to 200 items with room, trade, priority, photo reference, date found, status and sign-off. A blank due date is set from the days to fix for each priority, and each item is flagged Overdue, Due soon, Sign-off needed, Add trade, Open or Closed. Summary counts items by trade, room and priority. Trade List prints the items for one trade, or all trades, with a column to initial and date each one.

Closeout checklist. Each task's due date counts from the substantial completion date, so the checklist moves when that date does. The last row is the final retainage or holdback release: the release period, the date payment is due, the amount still held and any tax on the release, entered from your draw schedule.

Home handover booklet, 12 pages, letter size (PDF and editable PPTX). Welcome and key dates, the handover checklist, how the home works, key systems, shut-offs and emergencies, a seasonal care starter, closing and opening the cottage, the inspection follow-up, warranty support, and contacts and records.

Pre-delivery inspection explainer, 2 pages, letter size (PDF and editable PPTX). What the inspection is, how you run the final walk-through, what to bring and how the items are followed up. It names no warranty program; add yours if your homes are enrolled.

Start Here guide, 6-page PDF. The sheets, the punch list and trade lists, closeout and the retainage reminder, editing the client documents.
Formats
  • Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Made for Microsoft Excel: Excel 2016 and later, Excel for Mac and Excel for the web.
  • PDF, letter size: the handover booklet (12 pages), the explainer (2 pages) and the Start Here guide (6 pages).
  • PowerPoint (.pptx), letter portrait: the editable booklet and explainer for PowerPoint or Keynote. PowerPoint files can be imported into Canva; check spacing and fonts after import.
  • Fonts: the booklet and explainer use Cormorant Garamond and Inter, both free open-licence fonts built into the PDF. The workbook uses Georgia and Arial, which come with Windows and macOS.
  • Not included: Word or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.4 MB) holding all seven files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the pack isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

Can each trade get its own list?

Yes. On the Trade List sheet, choose the trade and whether to include closed items. The list fills in with a column for the trade to initial and date each item. Choose All trades for the full list to review with your client.

How is the retainage or holdback release worked out?

Enter the amount still held from your draw schedule. The release period runs from the substantial completion date, and payment is due the set number of days after it ends. If your contracts have no retainage or holdback, enter 0.

Does the explainer refer to a warranty program?

No. It describes how you run the inspection and follow up. If your homes are enrolled with a warranty provider, add its name and its inspection forms where the brackets show.

My client's house isn't a cottage. Does the booklet still work?

Yes. Delete the closing and opening pages, and edit the systems table to match the house. Have your trades confirm the steps for the systems they installed.
A note on tax and retainage

The release period, payment days and tax on the release in this workbook are sample settings. Retainage or holdback, lien and release rules differ from place to place, so confirm them with your lawyer and accountant before you rely on these dates. The booklet's care steps are general; your trades should confirm them for the systems they installed. Sample documents, not legal or tax advice. Confirm with your accountant and lawyer.