Owner update template

Make this your working checklist

Adapt these steps to the property, service agreement and the person doing the work. Assign responsibility and decide what evidence is required before using the checklist operationally.

1. □What happened
2. □Property and date
3. □Work completed
4. □Relevant approved evidence
5. □Recorded costs, if applicable
6. □Unresolved issues
7. □Decision required from the owner
8. □Next planned action

How to use it

Create an organization template, copy the relevant checks and test it on a single job. Each new job should begin with unchecked items. Review and improve the instructions after repeated issues.