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Free form template · Hand over & support
Project handover checklist template
A handover checklist makes sure the client gets everything they need to run what you installed: documents, training, closed snags, keys and passwords, warranties and a support route.
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- 7
- Sections
- 28
- Fields
- 10
- Field types
integrioForm
Template
Handover checklist
Customer *
Site *
CDM health and safety file information passed to the principal designer or principal contractor
YesNoNot applicable
User training given *
YesNo
Photo of keys and items handed over
＋ Add photo
Checked by (project manager) *
Next section →
What should a project handover checklist include?
A project handover checklist should confirm that snags are closed or agreed, test results and as-built records are issued, O&M manuals and warranties are handed over, users are trained, keys, fobs and admin access are passed on and logged, statutory and scheme paperwork such as the CDM health and safety file or an MCS handover pack is dealt with, and the client knows how to get support.
Last updated . Facts checked on 30 September 2026 against CDM 2015, regulation 12, Building Regulations 2010, regulation 38 and MCS MIS 3002: The Solar PV Installation Standard, issue 6.0.
Who uses it
The project manager or lead engineer, working through it with the client's facilities or operations contact.
When
In the last days of a project, before the sign-off walk-round, so nothing is still missing when the client signs.
In Integrio
Build it once in the Form Builder (Office User), attach it to projects, and your team fills it in on iOS or Android, offline if needed.
Free template · integrio.app/forms/handover-checklist/Project handover checklist template
A handover checklist makes sure the client gets everything they need to run what you installed: documents, training, closed snags, keys and passwords, warranties and a support route.
| Project | Site | Completed by | Date |
The template
What's in the handover checklist?
7 sections and 28 fields. Copy them into any format, print this page, or set the form up in Integrio.
1.Project
- 1.1Text
CustomerRequired
- 1.2Text
SiteRequired
- 1.3Text
Project referenceRequired
- 1.4Date
Handover dateRequired
- 1.5Text
Client representative receiving handoverRequired
Name and role.
- 1.1
2.Documents
Mark each one. Anything 'To follow' needs a date.
- 2.1Checklist grid
Handover documents
Check Issued To follow N/A Test and commissioning results ○ ○ ○ As-installed product list with serial numbers (panels, inverters, batteries, chargers) ○ ○ ○ As-built drawings or marked-up layouts ○ ○ ○ O&M manuals ○ ○ ○ Manufacturer warranties ○ ○ ○ Certificates issued by the relevant trades, e.g. electrical installation certificate ○ ○ ○ Configuration backups, settings and monitoring portal details ○ ○ ○ Maintenance requirements and the customer's own checks ○ ○ ○ - 2.2Notes
Documents to follow, owner and date
↳ Shown when any row is To follow
- 2.3File upload
Upload the handover pack
PDF or zip of everything issued.
- 2.1
3.Statutory information
Only some projects need these. Check who holds the duty.
- 3.1Choose one
CDM health and safety file information passed to the principal designer or principal contractor
- Yes
- No
- Not applicable
- 3.2Choose one
MCS handover pack and certificate (solar PV and other MCS-certified work)
The certificate is generated once the installation is registered on the MCS Installation Database.
- Issued
- Certificate to follow
- Not applicable
- 3.3Choose one
Fire safety information identified for the responsible person (Building Regulations reg. 38)
- Yes
- No
- Not applicable
- 3.4Notes
Notes on statutory information
↳ Shown when any answer is No or to follow
- 3.1
4.Training and demonstration
- 4.1Yes / No
User training givenRequired
- Yes
- No
- 4.2Notes
Who was trained
Names and roles.
↳ Shown when User training given is Yes
- 4.3Date
Training date
↳ Shown when User training given is Yes
- 4.4Notes
Reason and date for training
↳ Shown when User training given is No
- 4.1
5.Snags
- 5.1Choose one
Snag list statusRequired
- All closed
- Open items agreed with client
- Open items not agreed
- 5.2Notes
Open snag references
Reference, owner and target date for each.
↳ Shown when Snag list status is not All closed
- 5.1
6.Keys, access and credentials
Every physical and digital key, logged by who received it.
- 6.1Checklist grid
Handed over
Check Handed over Retained by us N/A Keys, cabinet and isolator keys ○ ○ ○ Fobs and access cards ○ ○ ○ Charger RFID cards ○ ○ ○ Admin usernames and passwords ○ ○ ○ Monitoring portal access ○ ○ ○ Software licences and subscriptions ○ ○ ○ Cloud or portal account ownership ○ ○ ○ - 6.2Notes
Item list with quantities
e.g. 3 × cabinet keys, 12 × RFID cards. Send passwords by a secure route, not on this form.
- 6.3Photo
Photo of keys and items handed over
- 6.1
7.Warranties and aftercare
- 7.1Date
Warranty start dateRequired
- 7.2Reading
Warranty period(months)
- 7.3Choose one
Aftercare arrangementRequired
- Service agreement in place
- Warranty only
- Ad hoc call-outs
- None
- 7.4Yes / No
Support contact and fault reporting route explainedRequired
- Yes
- No
- 7.5Date
Next planned maintenance visit
↳ Shown when Aftercare arrangement is Service agreement in place
- 7.6Signature
Checked by (project manager)Required
- 7.7Signature
Received by (client)Required
- 7.1
Handover checklist from Integrio, free to use and adapt. Run it on phones, offline, with photos and signatures: integrio.app · Free 7-day trial, no credit card required.
From the field
How do you get the most from a handover checklist?
Keep passwords off the form
Record that admin access was handed over and to whom, but send the credentials themselves through a secure route, not on a PDF that gets emailed round.
Log what you keep, too
If you hold a spare key or a service login for maintenance, record it as retained. It saves an awkward conversation when the client audits access.
Explain how to report a fault
Show the client exactly how to raise a fault, whether by phone, email, portal or the QR code on the kit, before you leave. The first call goes better for both of you.
Is this handover checklist free?
+
Yes. Copy the sections into your own checklist, print them, or set them up in Integrio, where the checklist sits on the project alongside the snag list, photos and sign-off.
What is the difference between a handover checklist and a sign-off form?
+
The handover checklist is your own check that the client has everything: documents, training, keys, warranties. The sign-off form is the client's acceptance of the work. Complete the checklist first, so nothing is missing when the client signs.
Do I have to hand over a health and safety file?
+
Not usually as an installer. Under CDM 2015 the principal designer prepares the health and safety file and passes it to the client at the end of the project, or the principal contractor does where there is no principal designer. Your job is normally to give them the information they need for it.
Source: CDM 2015, regulation 12
What goes in an MCS solar PV handover pack?
+
Under MCS MIS 3002, the pack includes copies of all forms and checklists used to commission the system, the maintenance requirements and services available, manufacturer manuals and warranty details, and any incentive scheme paperwork. At handover the installer also gives a signed declaration listing the key components installed and the recommended interval for the first periodic inspection. The MCS certificate follows once the installation is registered, within 10 working days of commissioning. Integrio holds the records; it does not issue MCS certificates.
Source: MCS MIS 3002: The Solar PV Installation Standard, issue 6.0
What is regulation 38 fire safety information?
+
Where it applies, regulation 38 of the Building Regulations 2010 requires the person carrying out the work to give fire safety information about the building, its services, fittings and equipment to the responsible person, no later than completion or occupation. If your systems form part of the fire strategy, expect to supply information for it.
How do I use this template in Integrio?
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Build the checklist in the Integrio Form Builder, which is on the Office User plan at £65 per user per month, with mandatory fields and conditional questions. Engineers fill it in on the mobile app, offline if need be, on the Field Service User plan at £15. Upload manuals and warranties to the project folders, and track warranty expiry in the helpdesk.
Go deeper
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