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Handover pack

Everything the job holds for one plot, in a single download for the homeowner or the warranty provider.

The handover pack box for Plot 6, listing the task and label it will gather work from, the drawing tag, and the album and folder it looked for, with a count of what it found under each.

The week before a plot completes is usually spent collecting: drawings from email, certificates from a shared drive, photographs from three different phones. The handover pack gathers what the job already holds for that plot.

What it does

  • On Drawings, choose Handover pack and pick the plot
  • You get one ZIP with the plot’s drawings at their current revision
  • A page for each inspection and snag, with who carried it out, the outcome, its photographs and every change made to it
  • The plot’s photographs, and the documents in its folder
  • An index page that lists everything with a link to each file, and prints as the contents page

Why it matters on site

There is nothing new to fill in. The pack takes the task named after the plot and everything under it, anything labelled with the plot’s name, the drawings tagged with it, and the album and folder named for it. If something is missing, such as no album for that plot, the pack says so in plain words, so a gap is never read as a plot with no photographs.

What it is not

The pack is a copy of the job’s record. It is not a warranty, a certificate or a signature, and each record page says so. Private items are left out and counted.

Which plan

This is included in every plan, from £149 a month. Plans differ by how many people they seat, not by what the software does. See pricing.

How to use it

The manual page for this is in the Help Centre, and it is the same guide SiteBot reads inside the app. Read the guide.