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Home projects · New construction

The home record should begin before move-in day.

Plans change, selections get substituted, walls close, and dozens of small decisions become nearly impossible to recreate. Whether you are the homeowner, builder, contractor, or real estate professional, the cleanest handoff names what was actually installed and where the supporting record lives.

New construction

What to settle early, and what to keep with the home.

During the build

Record changes while the work is still visible.

Keep plan revisions, selection changes, written approvals, responsible people, site observations, walkthrough items, and dated photographs of concealed work when they are available and safe to take.

At handoff

Leave the next person more than a stack of unlabeled papers.

  • Final plans and the change record
  • Selections with exact product and color details
  • Walkthrough and correction list with completion notes
  • Permit, inspection, and occupancy records that apply
  • Equipment, appliance, fixture, finish, and paint information
  • Manufacturer and builder warranty documents and contacts
  • Utility, shutoff, irrigation, low-voltage, and maintenance information
  • Dated photographs of work that is now concealed when available