The operational problem
Generate a polished handover report for the client and a separate action list that keeps contractors focused on outstanding work.
New-build handover produces many small observations across repeated rooms and finishes. Consistent areas, trade labels, photographs, and item references help the project team distinguish, allocate, and close them efficiently.
Who this is for: Home inspectors, developers, purchasers’ representatives, residential contractors, fit-out teams, and property professionals documenting handover condition.
What a reliable field record needs
Every item should be understandable without relying on the inspector’s memory. Keep the description factual, make the location findable, show enough photographic context, and write the required action as an outcome that can be checked. Responsibility and due dates make the register actionable; status and closeout evidence make it traceable.
| Stage | Useful output |
|---|---|
| Capture | Area, trade, owner, priority, status, date, notes, and photographs stay attached to one item. |
| Handoff | Generate a full report, a focused action list, or a CSV register from the project record. |
| Follow-up | Retain the original condition, add resolution notes and after evidence, and issue a closeout record. |
A three-stage workflow
Prepare
Set up the property and establish room and trade naming.
Capture and review
Capture each snag with a precise location, annotated photo, and required action.
Issue and close
Issue outstanding work, revisit corrections, and add after photos and acceptance notes.
Field and report checklist
Adapt the checklist to your role, contract, jurisdiction, records policy, and the technical scope of the visit. SiteReportKit organises information; it does not confer inspection authority or make professional judgments for the user.
- Room-by-room structure
- Finish and trade categories
- Annotated before photos
- Client change distinction
- Outstanding snag action list
- After photos and acceptance notes
Report quality checks before issue
- Confirm the title, author, date, site, client, scope, and intended recipient.
- Check that item references are unique and locations use one consistent hierarchy.
- Remove duplicates and split conditions that require different owners or closeout decisions.
- Verify captions, annotations, names, dates, status, and required actions against the field record.
- Open the exported PDF, XLSX, or CSV, inspect image legibility, page breaks, filters, and counts, then store the issued version under the project’s records process.