Good turnover documents make owners happy long after the job.
In this article
Collecting
From subs.
Organization
By system.
Keep reading — free
The rest of this article is worth the 20 seconds
Tell us where to send it and the full piece unlocks right here, along with everything else on this blog.
Rather just talk? Message us on WhatsApp.
Digital
Searchable.
Training
Recorded.
Sign-offs
Documented.
A closer look
Chasing O&M documents at the end holds up final payment. Collecting them during submittals and organizing by system makes closeout fast.
Where to start
Require O&M documents as a condition of subcontractor final payment.
An example
A GC recorded owner training sessions. The facility team used the videos for years.
Common mistakes
Collecting late, disorganized binders and no training records.
What to track
Track documents received and training completed.
Questions to ask
Who collects? What format does the owner want? Who signs off training?
Who owns it
The project manager owns collection and organization, while each subcontractor provides documents for its systems. Training is usually led by the installing trade with the owner's staff.
Run tighter jobs and win the right ones.
We help construction companies build the systems, online presence and client relationships that bring better projects.
Frequently asked questions
What goes into O&M manuals?
Equipment information, warranties, maintenance schedules, product data, contacts and other documents required by the specifications.