Handover record

In this guide you create a handover report on a project, sign it and download the PDF.

1. Project reports

1. In the menu, click Projects.
2. Open the project.
3. Click Handover.
4. Here are the project's records. The client and the contractor sign them, then you download the PDF.

2. New report

1. Click + New handover record.
2. Enter the location and the client's representative. The contractor is your company.
3. Choose the handover outcome.
4. Enter the work handed over.
5. Enter the warranty in months and any remarks if needed.
6. Click Save.

3. Signature

1. Click Sign.
2. The client and the contractor sign on site, with a finger or the mouse, each in their own box.
3. Click Save.

4. PDF

1. The record is signed. Click Print / PDF to download or print it.
2. Done. The record is on the project, with the signatures and the PDF.

Summary

Projects → project → Report → + New handover report → Save → Sign → Print / PDF

What's next

Next guide: Time tracking on a project.