Service request intake, on-site diagnosis & written estimate, change order addendum, completion sign-off with lien waiver, warranty & maintenance plan registration, and property access/safety agreement for small contractor crews
Get started with PocperWalk the job with the tech, check that everything works, note any touch-ups on the punch list, and sign below to release final payment. Signing triggers the warranty start date and the lien-waiver / release. If you are not satisfied with something, do NOT sign — mark it on the punch list instead.
Estimate # / contract #:
Customer name:
Job site address:
Work start date:
Substantial completion date:
Lead technician:
Summary of work performed (reference original estimate + any change orders):
After-work photos (finished installation, cleaned-up area):
[Contractor attaches completion photos here]
Customer and tech walked the job together and checked each item below:
Original complaint is resolved (ran water, cycled breaker, started heat/AC, etc.)
No visible leaks at fittings / shutoffs after pressurizing
Equipment runs quietly and cycles normally
All removed / replaced parts shown to customer or disposed of per request
Work area cleaned; drop cloths, tools, and packaging removed
Tech demonstrated how to operate new equipment / thermostat / shutoff
Permits / inspection cards left on site or emailed
Manufacturer manuals / warranty cards handed over
List each item, the person responsible, and the target date. Leave blank if nothing outstanding.
Target punch-list completion date:
Revised contract total including change orders ($):
Deposit / progress payments received ($):
BALANCE DUE TODAY ($):
Payment method used for final:
Check # / transaction reference:
By signing, the customer accepts the work as substantially complete (except punch-list items in Section 4), and the contractor, upon receipt of the balance due, waives and releases any mechanic’s lien or bond-claim rights against the property for labor and materials furnished through the date of this sign-off. Latent defects and warranty obligations are NOT waived.
I walked the job with the technician and confirm the work above
I accept the work as substantially complete, subject to punch-list items
I authorize release of final payment as shown in Section 5
I understand the warranty period begins today (see separate warranty form)
How would you rate the work (1–5)?
Would you refer us to a friend? Any comments for the office?
Authorized representative — printed name:
Signed date:
Signer — printed name:
Signed date:
The Completion & Acceptance Sign-off template is a ready-to-use form from Pocper's Home Services — Plumbing, HVAC & Electrical pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.