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Templates · Australia

What should a trade job handover checklist include?

By Leadhand · Sources checked

A trade job handover checklist should separate scope completed, open defects, test and certification documents that apply to the job, manuals and warranties, keys and access, customer instructions and follow-up. Which documents apply depends on the contract, trade, state and job, so this guide gives no all-state list. A signature should record receipt of the listed items only, and you should check your contract before treating handover as completion.[1][2]

Decide what finished means first

Business.gov.au says even a simple contract should state what conditions the contractor must meet for the hirer to consider the contract finished. For faulty or incomplete work it describes defect liability clauses, which set what is covered, the defect liability period and how the hirer tells the contractor about work needing fixing. The checklist records the handover; it does not create these terms.

Sources[1]

Parts of the checklist

The split below is our recommendation, not a mandated form. Name the certificates or test results your job requires by checking your contract and the rules for your trade and state, and mark anything else N/A.

Parts of the checklist
PartRecord
ScopeEach contract item and approved variation: complete, incomplete or changed by agreement
Open itemsDefects or unfinished work, who fixes them and by when
DocumentsTest results, certificates, compliance or warranty documents the job requires
Manuals and careManuals, product details and use or cleaning instructions
Keys and accessKeys, remotes and codes handed over
Customer instructionsWhat you showed or explained
Follow-upReturn visits, how to report a defect, final invoice steps

Sources[1]

Handover checklist you can copy

Use the handover record to acknowledge what was delivered and what remains open. Check the contract wording before treating a signature as acceptance of completion or any change to rights.

JOB HANDOVER CHECKLIST
Job: [ref] [address]   Customer: [name]   Date: [DD/MM/YYYY]
Contract or quote reference: [ref]   Approved variations: [refs]

1. Scope: [item] [complete / incomplete / changed by agreement ref]
2. Open items: [item, owner, target date]
3. Documents given (tick or N/A): test results [ ]  certificates required for this job [ ]  warranties [ ]  manuals [ ]  other [ ]
4. Keys, remotes, codes: [list]
5. Instructions explained to the customer: [list]
6. Photos of finished work: [number, where stored on the job record]
7. Follow-up: [what, who, when]

Customer: I have received the items listed above.
[name] [signature] [date]
Contractor: [name] [signature] [date]

Signing records receipt of the items listed above only.

Sources[1]

Keep it with the job

Keep the signed checklist and photos with the job. Business.gov.au says most business records are kept for 5 years and some for longer, and that digital copies are acceptable.

Sources[2]

Common questions

What documents should be included in a construction handover?
There is no single list. Include what your contract requires and any test results, certificates or warranties that apply to your trade, state and job, and mark the rest N/A. Keep a copy of what you handed over.[1][2]
How to do a handover checklist?
Walk the job with the customer against the contract and approved variations, record open items with an owner and date, hand over the documents and keys, and note what you explained. Both parties then sign to record receipt of the listed items.[1]

Official sources

Checked 16 October 2026. Rules can change; use these sources to check the requirements for your job.

  1. business.gov.au: Prepare a contract
  2. business.gov.au: Record keeping
  3. Leadhand: Current product features

Related guides

Job workflows for builders.

Put it to work on the next job

Leadhand's field app puts photos on the job and keeps completed site checklists and sign-off forms on the job record, ready for handover.

See Leadhand forms and job photos