Customer Walkthrough Checklist
Customer Walkthrough Checklist
Quick Summary
A customer walkthrough checklist helps contractors review completed work with the customer before final project completion. It provides an opportunity to answer questions, identify outstanding items, and confirm expectations have been met. This checklist is useful for project managers, foremen, business owners, and crew leaders handling project turnover.
When to Use This Checklist
- When work is substantially complete.
- Before final invoicing.
- Prior to project closeout.
- When turning over a completed area or phase.
- After major renovation or construction work.
- When gathering customer approval and feedback.
Before You Start
- Schedule the walkthrough with the customer.
- Verify all planned work is substantially complete.
- Complete internal quality control inspections.
- Prepare project plans, approvals, and closeout documents.
- Ensure work areas are clean and presentable.
- Gather warranty and maintenance information if applicable.
- Prepare a punch list form for notes and follow-up items.
Safety Checks
- Verify all temporary hazards have been removed.
- Confirm walkways and access routes are clear.
- Ensure tools and equipment are secured.
- Check that installed systems are safe for demonstration.
- Identify any areas that remain off limits.
- Confirm site housekeeping meets project standards.
Tools, Equipment, and Materials
- Project plans and approved scope documents.
- Punch list form or checklist.
- Camera or smartphone for documentation.
- Warranty information and manuals.
- Customer approval forms.
- Project closeout documents.
Customer Walkthrough Checklist
- Review the completed scope of work with the customer.
- Walk through all completed work areas.
- Verify installed materials match approved selections.
- Review workmanship and finish quality.
- Demonstrate operation of installed systems or equipment.
- Answer customer questions about completed work.
- Review any approved change orders completed during the project.
- Identify cosmetic touch-ups or minor corrections needed.
- Document customer concerns or requested corrections.
- Create a punch list for remaining items.
- Review warranty information with the customer.
- Provide maintenance and care instructions if applicable.
- Confirm project areas have been cleaned and restored.
- Review next steps for remaining punch list work.
- Request customer feedback on the project experience.
- Obtain customer acknowledgment of the walkthrough results.
Documentation Needed
- Customer walkthrough notes.
- Punch list items and correction records.
- Photos of completed work.
- Warranty and maintenance documents.
- Customer approval or acknowledgment forms.
- Final project communication records.
Common Mistakes to Avoid
- Scheduling the walkthrough before work is truly ready.
- Failing to document customer concerns.
- Overlooking small cosmetic issues.
- Not explaining how installed systems operate.
- Leaving punch list items without deadlines or ownership.
- Forgetting to provide warranty or maintenance information.
End-of-Day / Final Review
- Walkthrough notes have been completed.
- All customer concerns have been documented.
- Punch list items have been assigned for follow-up.
- Supporting photos have been saved.
- Customer approvals have been collected if applicable.
- Project records have been updated and filed.
Checklist Completion
Project / Job Name
Jobsite / Location
Completed By
Role / Title
Completed Date
Completed Time
Signature
Reviewed / Approved By, if needed
Notes / Follow-Up Items
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