What is the process when handing over to the homeowner?

What is the Homeowner Handoff?

The Homeowner Handoff feature simplifies the transition from builder to homeowner by packaging all critical project information into a digital home record. This ensures homeowners have everything they need—from blueprints to warranties—all in one place.

📌 Note: This feature is available exclusively with a Pro Subscription.

✅ How It Works

Step 1: Initiate the Handoff

• The Project Manager navigates to Project Settings

• Click Handoff to start the process

Step 2: Package the Project

• Organize the final set of documents, blueprints, and plans

• Ensure all essential files, permits, and records are included

Step 3: Add Key Contacts

• Attach subcontractor, vendor, and service provider details

• This helps homeowners quickly find professionals for future maintenance

Step 4: Share Important Documents

• Upload appliance manuals, warranties, maintenance guides, and owner’s documents

• Ensure homeowners have everything they need for long-term care of their home

Step 5: Invite the Homeowner

• Send an invitation to the homeowner

• Once accepted, they receive lifetime access to their home’s digital record

🔑 Why Use the Homeowner Handoff?

✔ Seamless transition—homeowners get all key information in one place
✔ Reduces post-closing support—fewer calls and lost documents
✔ Enhances professionalism—delivering a structured, digital handover
✔ Ensures homeowners have lifetime access to essential home details

🎯 What Happens After the Handoff?

Once the homeowner accepts the handoff:
✅ They gain permanent access to their home’s documentation
✅ The builder's administrative access is removed, ensuring homeowner ownership
✅ Homeowners can easily reference manuals, maintenance schedules, and contractor details