Project closeout documents checklist

Every document the owner should get at the end of a job, and the ones you keep.

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Project closeout documents checklist

koira.ai/checklists/project-closeout-documents-checklist
For the owner
For your files
Follow-up

What this checklist covers

The paperwork is the part of the job the owner keeps for years. A folder or a link with every warranty, manual and photo makes you the contractor they call next time, and protects you if a question comes up later.

How to use it

Tick each item as you go. The sheet saves in this browser, so you can close the page and come back. Print a blank copy for the truck, or fill it in on your phone and print or save it as a PDF for the customer at the end.

With Koira: Customer portal

Every Koira customer gets one link: the estimate, the photos, the invoice and the payment in one place, so the walkthrough notes and the final bill are where the customer can find them.

Last checked October 9, 2026. This page is general information, not legal or tax advice. Rules change and differ by state and city, so confirm with the agency named before you act.

FAQ

What documents does an owner get at closeout?

Permit sign-offs, warranties, manuals, finish lists, your workmanship warranty and photos.

What should a contractor keep?

The contract, change orders, lien waivers, sub insurance certificates and payment records.

Why photograph walls before drywall?

So the owner knows where pipes and wires run.

When should warranty follow-up happen?

Set a date before the warranty period ends.

We know what works. Leave it to Koira.

☼⚙
Standard⚡ Turbo
● Koira did it● You by hand
Today $9,300$8,100 / $1,200
This week $25,050$18,570 / $6,480
This month $69,300$46,150 / $23,150
Money, just now
Reminded Sean Love, $1,850. Polite reminder with the pay link.
Bids, 9:44 am
Nudged Dana on the kitchen bid. Day 3 follow up. She opened it at 9:12.
Convos, 9:41 am
Texted back a missed call. Walk through booked Thu 10:00.
Project Closeout Documents Checklist: What to Hand Over | Koira