Issue a handover kit to your client

A handover kit gives your client a tidy, documented record at the end of the job, and gives you a locked audit trail that you actually closed the project out properly.

Steps

1. Open the project and choose Handover.
2. Work through the wizard. It assembles the documents and the compliance disclaimer for your jurisdiction.
3. At the keys and remotes step, photograph each item being handed over (keys, fobs, garage remotes, alarm codes). Drag photos in or use Upload. Each item gets its own tile.
4. Review the final step, then choose Issue. Your client gets a secure link to view everything.

Every handover you've issued is also listed on the global Handovers page in the side nav, so you can find a past one without having to open the project first.