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 closed the project out properly.

Steps

1. Open the project and choose Handover.
2. Work through the wizard. It assembles the documents, warranties and maintenance material, plus 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 have issued is also listed on the global Handover page in the side nav, so you can find a past one without opening the project first.

Handover is on the Base plan. Your first handover kit is included, and additional kits are $199 each.