Digs Toolbox: Homeowner Handoff, Project Preparation
Written By JSB (Jason Brown)
Last updated About 3 hours ago
Successful handoff is important to keep your clients focused and keep questions or confusion to a minimum.
Here, we will show examples of how to prepare a project for successful hand off, and share tips to make this easier over time..
Handoff is more than sharing files. It’s delivering a complete, organized record of the home, kicking off warranty and your post-build relationship with a client...
New to digital handoffs?
You are not alone - As more regions mandate documentation to be made available in digital format rather than hard binder, Teams are struggling to make sure that their workflows are adjusted.
Don’t be afraid to put a little red tape around the Handoff process. Once your teams are adjusted, keep the new process, or move on as you see fit.
Below is an example of a Digs Handoff Checklist
While just a mock up, it shows how a checklist like this can ensure you hit all the right marks, that you have the correct customer data for handoff, and a documented list of any open tasks/actions that need to be followed up on.
This document is NOT intended for the homeowner, so it can be “completed” after handoff then saved to your internal Project.