Project Closeout Checklist
The Project Closeout Checklist helps contractors, builders, and trade professionals wrap up projects in a professional, organized way. This step-by-step process guides your team through final walkthroughs, punch list completion, site demobilization, and cleanup. It also covers delivering warranty documentation, as-builts, O&M manuals, and care instructions to the customer. With steps for submitting the final invoice, confirming payment, and requesting reviews, this checklist ensures no detail is missed. Use it to streamline project handoff, leave a lasting impression with clients, and set up your business for repeat work and referrals.
Notify the customer that the project has been completed
Conduct a final walkthrough with the customer to confirm completion and address punch list items
Complete any outstanding punch list work and confirm acceptance with the customer
Demobilize from the site by removing tools, equipment, fencing, restrooms, and temporary facilities
Collect and return any rental equipment
Remove all leftover materials and ensure the site is clean and safe
Take and organize final project photos for documentation
Forward final project photos to the customer
Prepare and deliver warranty documentation for all labor and materials
Provide the customer with as-built drawings if applicable
Provide the customer with O&M manuals and care instructions for installed products or systems
Confirm that all subcontractors have completed their work and collected their tools and materials
Collect final lien waivers or releases from subcontractors if required
Submit our final invoice to the customer
Confirm receipt of final payment from the customer
Request a testimonial, referral, or online review from the customer
Archive all project documents, photos, and closeout materials in our system
Hold an internal closeout meeting to review lessons learned and capture feedback for future projects
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