Owner note 02
The handover checklist
Confirm user accounts, updates, maintenance responsibilities and where instructions will be kept. Never share passwords through a general website enquiry.
CONTROLS · DOCUMENTS · RESPONSIBILITY
Keep the equipment record
Store the selected equipment details, instructions and any separate service information together.
Clarify user responsibility
Understand account setup, updates and the people responsible for ongoing access.
Ask while it is fresh
Use the handover to clarify controls and the service route. Never submit credentials through a general web form.
All owner notesStart with
the property.
Describe the building and what you need to understand. We will clarify the review and its scope.
Request a system review