Completion Certificate / Customer Sign-Off

Record substantial completion, acceptance notes, outstanding items, and client sign-off to anchor closeout and payment.. Create this document online — fill in…

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Preview of Completion Certificate / Customer Sign-Off

When to use and what to include

Record completion and walkthrough details, then generate a customer sign-off PDF. List the completed work, approved changes, outstanding items, documents delivered, customer comments, and the names, dates, and signatures supplied at closeout.

What to include

  • Project name, contract number, completion date, and a statement that all work described in the contract and any approved change orders has been completed.
  • Final walkthrough checklist: each major scope of work item listed with a confirmed-complete checkbox, reviewed jointly by the contractor and the client on site.
  • Closeout documents delivered to the client, such as warranties, equipment manuals, as-built drawings, permit closeout letters, and maintenance instructions.
  • Signature blocks for both the client and the contractor, with printed names, date, and a statement that the client accepts the work and authorizes release of final payment and retainage.

Common questions

Can I finalize this Completion Certificate / Customer Sign-Off online at project closeout?
Yes. Capture completion notes, acceptance items, and sign-off details in the guided form.
Can I save this Completion Certificate / Customer Sign-Off for repeat closeout processes?
Yes. With an account, save and reuse it so every job closes out with the same documentation standard.
Can I generate a signed closeout PDF from this Completion Certificate / Customer Sign-Off?
Yes. Export a completion PDF for customer files, warranty start, and internal archiving.
How does the completion certificate connect to the warranty?
The completion certificate confirms handoff, while the warranty follows the coverage and term defined in the contract, often starting at sign-off.
Should I do a walkthrough before asking for sign-off?
Review the completed work and open items with the customer before sign-off. Record any exceptions, responsible party, due date, and whether final acceptance is conditional.
What should I review before using the completed Completion Certificate / Customer Sign-Off?
Review the parties, job or property details, dates, amounts, notes, and signatures entered in the Completion Certificate / Customer Sign-Off. Confirm that the PDF matches the underlying job or agreement and any legal, tax, technical, filing, or notice requirements that apply to the location.