Closeout Kit

Small

Architecture · Architect, contractor, owner

Occupancy/handover file: document set, gap tracking and handover record.

Built in this build

Occupancy document checklist
Warranty/manual archive
Handover record and sign-off
Project and document list
Template management
Settings
Missing-document summary
Handover-record draft
Handover-readiness summary

Vision (needs external services)

Reminders on missing documents
PDF file
Email

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Occupancy document checklist
Warranty/manual archive
Handover record and sign-off

Admin modules

Project and document list
Template management
Settings

AI capabilities

Missing-document summary
Handover-record draft

Automations

Reminders on missing documents

Analytics & reports

Handover-readiness summary

Integrations

PDF file
Email

Mobile

Mobile document check

Roles & permissions

Architect
Contractor
Owner

Architecture →

Scope Shift

Out-of-scope change requests, fee approval and collection for projects.

Permit Pack

Permit filing: document sets, missing-item tracking and process status.

Tender Board

Running works tenders for the client: bid collection and leveling.

Fee Quote

Architectural fee proposals and payment stages.

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