Project Completion Walkthrough
Design-build completion walkthrough with punch list, drainage check, warranty review, photos, and customer signature. PDF emailed automatically. Free to start.
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
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What happens when it's submitted
- Email the report to the customerEmails a branded PDF
- Track open punch listsFlags for review · Notifies the office
Project Completion Walkthrough, on a phone and as a PDF
Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.
What's on the form
All of this is customizable to your process. Delete the fields you don't need, add the ones you do — and every lookup is powered by your customer list and your own data.
Walkthrough checks
- Customer / projectRequiredcustomer lookup
- Walkthrough dateRequireddate
- Walked byRequiredemployee lookup
- Paver surface — no lippage, joints tight and sandedRequireddropdown
- Finish grade pitched away from structuresRequireddropdown
- Drainage hose-tested — no pondingRequireddropdown
- Plants healthy, staked, and mulched per planRequireddropdown
- Lighting / irrigation systems demonstratedRequireddropdown
- Site cleanup — no debris, lawn repairedRequireddropdown
Punch list
- Punch list items identifiedtoggle
- Punch listConditionalrepeating section
- Photos — completed projectRequiredphoto
Handover & signatures
- Care & maintenance instructions reviewed with customerRequiredtoggle
- Warranty start datedate
- Customer satisfactionrating
- Walkthrough notestextarea
- Customer signatureRequiredsignature
- Foreman signatureRequiredsignature
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.