Handover checklist for builders in Australia
A handover checklist for builders covering what the owner, certifier and bank need at practical completion, plus the final account that releases your retention.
12 months of updates. Checkout and GST handled by Gumroad.
- Instant download
- Excel + Google Sheets
- 30-day refund
- No subscription
What's inside
1 Excel workbook (.xlsx) + 1 Word checklist (.docx), Google compatible, no macros
- PC inspection checklist: 78 items across 11 areas with Pass, Fail or N/A
- Documentation checklist: 34 certificates and documents with NSW and QLD names, required for, date received and file reference
- Owner manual index: 12 sections with contents, included and location
- Keys and remotes register, meter readings and a DLP timeline
- Final account from contract sum to final payment with retention release at PC and end of DLP
- Word handover checklist with sign-off lines for the owner
The four questions
What do I get?
1 Excel workbook (.xlsx) + 1 Word checklist (.docx), Google compatible, no macros, with a Start here sheet and sample data in every workbook.
Will it work for me?
Built for NSW and QLD; outside those states see the FAQ below. Every formula visible, no passwords. 30-day fit guarantee.
How fast?
Download the moment you pay; first entries in under ten minutes.
How hard is it?
If you can fill in a spreadsheet you can use it. Email support within two business days.
FAQ
Does the certificates list cover my state?
Yes for NSW and QLD: each document carries both states' names (for example Occupation certificate in NSW, Form 11 or Form 21 in QLD). Confirm specifics with your certifier.
Does it include the defects log?
The PC inspection records defects found. The full log with DLP countdown is the Defects Tracker; both are in the bundle.
Google Sheets and Docs?
Yes.
I am not in NSW or QLD. Will it work?
Mostly, yes. The registers, the defects tracker, the site diary and the feasibility model are not state-specific (transfer duty is a figure you enter from your state revenue office calculator). The NSW and QLD parts are the claim statement's endorsement wording, the approvals pathways and the state names on the handover documents list. VIC and WA state packs are on the Updates membership roadmap (Q2 2027 and Q3 2027). If it does not fit, the 30-day refund applies.
Excel or Google Sheets?
Both. Open the .xlsx in Excel (Windows or Mac), or upload it to Google Drive and open it with Google Sheets; every formula used is on the Sheets-safe list. No macros.
Can I use it on more than one job?
Yes. A purchase is licensed to you for use on your own projects, as many as you run. The files are not for resale or redistribution. If several people in your business will use them, email support first.
What if it does not suit my job?
30-day fit guarantee: use it on a real job, and if it does not fit the way you work, reply to your receipt for a full refund. No form, no questions.
Reviews
No reviews for the Handover Pack yet. Be the first to review it (buyers only; the review code is on your receipt).
30-day fit guarantee
Use any SiteOffice template on a real job for 30 days. If it does not fit the way you work, reply to your receipt and you get a full refund. No form, no questions.
12 months of updates. Checkout and GST handled by Gumroad. Code LAUNCH20 takes 20% off any single template until 31 January 2027 (first 50 uses).
Not ready to buy? Start with the free Site Diary
Same layout, Start here sheet and sample data as the Handover Pack, so you can judge the build before you pay for anything. Free for an email.
Who designed these
Built by an Australian property-development project manager who runs contract administration, approvals, consultants and defects on live residential and mixed-use projects. The brand is the face; the owner stays anonymous.
Designed by SiteOffice. Built by an Australian property-development project manager with AI assistance for layout, formulas and documentation. Reviewed by hand before release. SiteOffice templates are general tools, not legal, financial or construction advice. Check your contract and the security of payment legislation in your state, and get professional advice for your project.