Install it
Hand over and get it signed
Why this step
A signature on site closes the job and starts the warranty clock.
What this does
Closes the job formally: the customer inspects, signs, and the warranty starts from a date everybody agreed on.
Before you start
- Every item in the package should be installed and cleaned.
- Outstanding snags should be listed — handing over with a known list beats handing over with a dispute.
Steps
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01
Open the work package and confirm each item is complete.
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02
Walk the site with the customer and check the units together.
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03
Record any snags found, with photographs.
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04
Capture the customer's signature on the handover.
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05
Ask for the satisfaction rating while you are still on site.
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06
Issue the handover document — it is the warranty start evidence.
Snags
Record them against the item, not the project. A snag on one unit is a callback for that unit, and the service history for that opening is what answers a warranty claim two years later.
Example
A tower handover finds two sashes needing adjustment. Recorded per item, the crew returns for those two units, closes them, and the building's service history shows exactly what was done and when.
Common mistakes
- Handing over verbally. Without a signature there is no agreed warranty start date.
- Recording snags on the project, so nobody knows which unit to return to.
- Leaving the rating until the office. It is honest on site and forgotten by Monday.
Checkpoint
The handover carries the customer's signature and any snags are logged against the job.