Free Client Walkthrough Checklist

Who it's for

Remodelers, general contractors, painters, flooring installers, handymen and anyone working inside a customer's home.

How to use it

1. Add your business details, the customer, job address and date.
2. Before work starts, walk the job with the customer and go through page one together.
3. Check each item as you cover it and add notes on the lines.
4. Write down any existing damage, take photos, and both sign page one.
5. When the job is finished, go through page two together.
6. Note the warranty info you gave and any customer comments, then both sign page two.

What's included (2 pages)

• Page 1 (Start of job): customer, job address and date
• Page 1 checklist with notes lines: scope of work reviewed together, access and parking, working hours, where to store materials, bathroom access, pets and children, utility shut-off locations, protecting floors and furniture
• Page 1: existing damage noted (with lines), photos taken, best way to reach the customer, payment schedule reviewed
• Page 1: customer and contractor signatures, printed names and dates
• Page 2 (End of job) checklist: all work complete, punch list items done, cleanup done, leftover materials discussed, how to care for the new work
• Page 2: warranty info given (with lines), final payment discussed, photos taken, customer comments lines
• Page 2: customer and contractor signatures, printed names and dates

Good to know