Follow Up With

🛠️ Contractors and trades template

Project closeout template

A project closeout checklist for contractors: the final walkthrough, punch list sign-off and final payment, plus warranty documents and lien waivers to hand over.

Use this template

Free. Once it's in your account you can rename it, add or remove items, and change anything.

Each job is named
"Project closeout"
Usually repeats
As needed

Ask the client for

  • Final walkthrough date

  • Sign-off on the completed punch list

  • Final payment

  • A review, if they are happy

    A link to your Google Business Profile.

Your steps

  • Hand over warranties, manuals and lien waivers

How it works with Follow Up With

  1. 1

    Make it yours

    Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.

  2. 2

    Start it for a client

    Start a job for any client in one click. The list is ready; you just pick who it's for.

  3. 3

    The assistant does the asking

    Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.

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Let the assistant do the asking

Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.

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