Description
Hand over on time, with nothing left hanging.
What’s inside
- Dashboard with At a glance charts (snags by status, open snags by category, documents by status), nav cards and section views
- 7 linked databases: Projects, Areas & Rooms, Trades, Inspections & Walkthroughs, Snags, Handover Documents, Retention & Final Account
- Handover readiness per project (critical snags and documents outstanding)
- Overdue snags, days to close per trade, open snags per room
- Handover documents: O&M manuals, as-built drawings, test certificates, declarations of performance, warranties, golden thread records for UK higher-risk buildings
- Retention held, received and still held; end of defects period date
- Default page templates in every database
- 3 native Notion automations that stamp closed, received and paid dates (paid Notion plan needed)
- Start Here guide and fictional sample data (UK, Ireland and EU examples)
What you get
- Instant download: a PDF with your template link (duplicate it into your Notion workspace in one click)
- Step-by-step Setup Guide inside the template (Start Here page) and as a PDF
Requirements
- A Notion account (the free plan works)
- Desktop, tablet or phone
This is an organising tool, not legal or contractual advice. Handover duties, retention terms and building safety rules depend on your contract and local law.
Digital download: no physical item is shipped. Notion is a trademark of Notion Labs, Inc.; this is an independent template. Sample data is fictional.
New to Notion? Start free here (affiliate link: we may earn a commission at no extra cost to you).
