03 / THE CLOSEOUT PACKET
The job is finished.
The details stay with you.
A useful record for the owner, builder, or person maintaining the property.
01 / FIND THE RIGHT PART
Your equipment, documented.
| Record | What your packet contains |
|---|---|
| Equipment identity | Manufacturer, model, serial number, and installation date |
| Location | Where each unit and relevant shutoff is located |
| Product documents | Manuals and registration details where applicable |
| Installed selection | Final approved equipment and any accepted substitutions |
02 / KNOW WHAT WAS DONE
The work and its checks.
Scope & photos
Completed scope, approved changes, and relevant installation photos.
Tests & inspections
Applicable test records, inspection status, and outstanding follow-up.
Project drawings
As-builts or marked-up drawings where included in the project scope.
03 / LOOK AFTER IT
Warranty and maintenance, together.
| Care item | What you receive |
|---|---|
| Equipment warranty | Product terms, registration information, and claim route |
| Workmanship terms | The written installation coverage agreed for the job |
| Maintenance | Tasks and intervals based on the installed equipment’s instructions |
| Getting help | The responsible service contact and information to provide |
04 / KEEP FOLLOW-THROUGH VISIBLE
Every open item has an owner.
The final checklist records the issue, responsible person, agreed next action, and completion status. Open items stay visible until resolved.
Homeowner
Find your equipment details, shutoffs, and care information quickly.
Builder
Hand over an organized plumbing record with the property.
Facility manager
Keep asset records and maintenance instructions with the building.
This example shows the packet structure. Actual job photos, test results, serial numbers, and warranty documents belong to the completed project.