A job handover records what was completed, which practical handover steps were done, and what remains outstanding. Fill it after the walkthrough, before the final job file is closed. The tradie signs the record. Customer name, date, and signature are optional.
This is a Tradie Forms designed customer record, not a government form or compliance certificate. Keep any required certificates, commissioning records, warranties, contract notices, and invoices as separate documents.
Recording a maintenance or service visit with findings and recommendations rather than a completed job handover? Use Service Report
Answer every item Yes or N/A. Use N/A only when the item genuinely does not apply to this job. Add an item note when the answer needs context.
Completion ChecklistChecklistItemsOptional
The six checks cover quoted work, cleaning, the walkthrough, operation or demonstration, manuals or certificates, and the follow-up or warranty process. Unfinished work belongs in Outstanding Items, not under an inaccurate Yes.
Leave this empty for a clean handover. Otherwise add one row per loose end. Long lists continue onto extra pages in the PDF.
Outstanding ItemsTableRowsOptional
Item says what remains. Who Resolves is Us, Customer, or Third party. By When is a clear target such as Fri 14 Aug. Every row needs the item and owner before it counts.
