Job completion checklist and sign-off
A completion checklist walks the customer through finished work, punch items, warranty start date, and final payment — with sign-off that substantial completion occurred and access to equipment manuals was provided.
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Job completion checklist
Your company · License —
Prepared for: Customer
Site: —
Document #001 · 10/9/2026
Valid for 30 days from date above.
Document
JOB COMPLETION CHECKLIST & SIGN-OFF Job: [address] · Contract #[ ] Walkthrough date: [date] Check when complete: [ ] Work per scope performed [ ] Areas cleaned / debris removed [ ] Systems demonstrated to owner [ ] Manuals / warranties delivered [ ] Punch list attached (if any) Punch items (if any): 1. 2. Substantial completion date: [date] Final payment due per contract: $[ ] Customer signature acknowledges walkthrough; punch items do not delay payment unless contract states otherwise. Customer: __________________ Date: ______ Contractor: _________________ Date: ______
Document prepared by the trade business named above. True Trade Path does not sell leads or placement.
Not legal advice. Customer signature: _________________________ Date: __________
Close jobs without ambiguity
Final payment disputes often hinge on whether the customer agreed the job was ‘done.’ A signed checklist beats a text saying ‘looks good.’
List punch items separately — do not let an open paint touch-up block final if your contract says substantial completion triggers balance due.
Warranty and lien release
Note the substantial completion date that starts your workmanship warranty. Offer conditional lien waiver with final payment when your attorney template applies.
Photo the signed checklist into the job folder same day.
Required clauses
Checklist items should mirror scope — generic ‘work complete’ is weak evidence.
- Job address and contract reference
- Walkthrough date
- Scope verification checkpoints
- Punch list with dates (if any)
- Substantial completion date
- Final payment amount due
- Customer and contractor signatures
- Warranty start reference
Copy-ready clause library
Add trade-specific checkpoints as sub-bullets in notes before export.
Punch vs payment
“Payment of final balance is due on substantial completion; punch items listed herein shall be completed within [days] without additional charge unless new scope.”
Prevents punch list from becoming indefinite withholding.
Lien waiver
“Upon receipt of final payment, Contractor shall provide conditional waiver of lien for amount paid.”
Expected on larger remodels — have form ready.
Common mistakes
Informal ‘all good’ texts and no punch list dates cause AR aging.
- No substantial completion date written
- Letting punch grow without deadline
- Skipping demonstration of HVAC, irrigation, or panels
- Not matching final amount to invoice