Installation complete to handover pack, guarantee and closed job

How the steps join up

It starts when: your installation crews finish a supply-and-install package or phase on a customer's site.

1. Put together installation records and handover packs for each plot

   Your team checks and decides at this step.

2. Produce O&M manuals for each order from your product library

   Your team checks and decides at this step.

3. Check installer guarantee registrations and issue the ones that qualify

4. Answer golden thread product requests for higher-risk buildings

   Your team checks and decides at this step.

5. Ask clients how the job is going at key stages and flag any concerns

6. Show finished work that cannot be invoiced yet and exactly what is missing

7. Track retention and request its release on time

8. Close finished jobs in the accounts and catch late costs and unbilled income

9. Capture lessons learned at project close and make them searchable

What you end up with: Installation records and order-specific O&M information form the handover pack, the guarantee is registered, golden thread requests are answered, the customer's view is captured, unbillable work and retention are chased, and the job is closed with its lessons.

Who signs it off: Your installation and technical managers sign off the records, manuals and golden thread packs. Your commercial manager agrees the final account.