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