Documents & checklists
The paper trail that keeps inspections, draws and warranty claims moving. Print any phase checklist below for the field clipboard.
Supporting document library
Pre-construction file
- Title commitment, deed and recorded plat
- Zoning verification letter and HOA approval
- Boundary and topographic survey (stamped)
- Geotechnical / soils report
- Architectural plan set and structural calculations (sealed)
- Energy compliance report and certificate
- Site, grading and drainage plan
- Signed contract, scope of work and allowance schedule
Permits & municipal approvals
- Building permit card (posted on site)
- Plumbing, electrical and mechanical trade permits
- Water / sewer tap permit, septic or well permit
- Driveway / right-of-way cut permit
- SWPPP / erosion control permit and posted notice
- Temporary power release
- Certificate of Occupancy
Inspection & test records
- Soil compaction / density test reports
- Underground plumbing and gas pressure test results
- Concrete mix designs, delivery tickets and cylinder breaks
- Post-tension tendon stressing log (if applicable)
- Rebar, framing, shear and insulation inspection sign-offs
- Blower-door and duct-leakage test reports
- Shower pan flood test photos with date
- HVAC start-up and airflow balance report
- Final trade inspection cards
Trade & vendor paperwork
- Subcontractor agreements, insurance certificates and W-9s
- Truss engineering drawings (kept on site)
- Approved shop drawings: cabinets, countertops, stairs
- Material submittals and manufacturer installation instructions
- Lien waivers with each payment application
- Change order log with signed approvals
Homeowner handover binder
- Certificate of Occupancy and all permit finals
- Appliance and equipment manuals with model / serial numbers
- Warranty documents: workmanship, systems, structural
- Paint, tile and finish schedule with colors and sheens
- Filter sizes and maintenance schedule
- Shutoff location map: water, gas, electrical panel
- Punch list sign-off and orientation walk video