Excel tracker plus Word manual
Punch list and closeout kit for contractors
Close out jobs without losing money or reviews. Track punch items, run a 25-step closeout checklist, log warranty claims and hand over a homeowner manual with your logo on it.
$19.50 on Etsy · Instant download
Who it's for
The last 5% of a job is where you lose money and reviews
Punch items drag. The final waiver goes missing. Three months later the homeowner calls about a drawer and nobody remembers the warranty terms.
This punch list and closeout kit keeps all of that in one place, from the first punch walk to the warranty call months later.
Sample jobs are already filled in so you can see how it works. Look around, clear them out, then add your own.
What's inside
What's in the punch list and closeout kit
Punch list
Track items by job, area and trade, with due dates and homeowner sign-off.
25-step closeout checklist
Inspections, waivers, final invoice, keys, manuals and attic stock, for up to 6 jobs.
Warranty claims log
Priority sets the response deadline, and late claims turn red.
Homeowner manual
An editable Word manual you can put your logo on and send at closing.
Dashboard
Open punch items and warranty claims up top, plus two pie charts.
Two files
The Excel tracker and the Word manual. Nothing ships.
How it works
From the punch walk to the warranty call
Download
Buy on Etsy and download both files. Open the tracker in Excel, or upload it to Google Drive and open it with Google Sheets.
Set up
Clear the sample jobs and add your own.
Punch and close out
Log punch items as you walk the job and work down the closeout checklist.
Hand over
Add your logo to the Word manual and send it to the homeowner at closing.
Questions
Punch list and closeout kit FAQ
Do I need Excel?
No. It works in Excel and in free Google Sheets. Upload the file to Google Drive and open it with Sheets. There are no macros, no subscription and nothing is locked.
What files do I get?
Two files: the Excel tracker (which also works in Google Sheets) and the editable Word homeowner manual.
Can I put my logo on the homeowner manual?
Yes. The manual is an editable Word file, so you can add your logo and send it at closing.
How many jobs does the closeout checklist cover?
The 25-step closeout checklist covers up to 6 jobs.
How do warranty claims work?
Log each claim and set its priority. Priority sets the response deadline, and late claims turn red.
Instant download
Get the punch list and closeout kit
$19.50 on Etsy. You'll see the full listing and check out there.
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