Documentation 19.0

Installation & Site Work

Hand over and sign off an installation

2 min read Updated 2026-08-21 WindoorERP 19.0

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

  1. 01
    Open the work package and confirm each item is complete.
  2. 02
    Walk the site with the customer and check the units together.
  3. 03
    Record any snags found, with photographs.
  4. 04
    Capture the customer's signature on the handover.
  5. 05
    Ask for the satisfaction rating while you are still on site.
  6. 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.

Continue learning

Log a service request Logs a customer's problem against the unit it concerns, so the visit is prepared…

Was this article helpful?

Running a window or door factory?

Ask for a demo