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Welcome To:

The Contractor Checklist

Template Master Class

The Detail Page — Build, Changes & Close-Out

(A Five-Part Homeowner Education Series)

Objective:


Show users how to maintain the Detail Page during active construction, document all approved changes, track warranties, and finalize the record for long-term maintenance and remodel reference.

Summary:


Your Detail Page isn’t just pre-construction paperwork — it’s a living record. Keeping it active throughout the build ensures that every change, clarification, and warranty note stays documented in one place for the life of the home.

Track Change Orders Clearly (in Red)

Summary:


Changes happen on every project. Documenting them correctly prevents disputes and keeps budgets transparent.

Action Items:

✅ Enter all change orders directly into your Detail Page under

each trade section in red text for easy visibility.

✅ Add a Change Order Log table with: CO # / Description / CostImpact / Schedule Impact / Approved By / Date.

✅ Once approved, export the updated section or entire Detail Page as a “Revised Exhibit A – v#” for record keeping.

✅ Store signed copies of each CO in /Contracts/Change Orders/ inside your Digital Home Manual.

✅ Review the CO Log at every project meeting to confirm all adjustments are current.

Use QR Code Access on Site

Summary:


QR codes keep your team and subcontractors aligned without constant printing or email confusion.

Action Items:

✅ Upload the most recent Exhibit A PDF to a shared cloud folder (Google Drive, Dropbox, etc.).

✅ Generate a QR Code that links directly to that file.

✅ Print and post the QR on the jobsite (entry gate, PM board, or inside the electrical panel door).

✅ Label it clearly: “Scan for Latest Detail Page & Project Specs.”

✅ Replace the QR only when a new version of the Detail Page is issued.

Organize Warranty & Maintenance Information

Summary:


Warranty and maintenance organization protects your investment and simplifies future service calls.

Action Items:

✅ Create a Warranty & Maintenance section at the end of your Detail Page.

✅ For each system or product, list: Warranty Term / Coverage / Claim Process / Maintenance Interval / Contact.

✅ Include links to manufacturer registration pages and upload digital copies of receipts.

✅ Set calendar reminders for maintenance tasks (filter changes, sealant checks, etc.).

✅ Keep a backup copy in your Digital Home Manual > Maintenance Folder.

Field Compliance & Communication

Summary:


Your Detail Page holds every spec—make sure it’s followed in the field.
Project managers should use it to verify work and communicate updates through the proper chain of command.

Action Items:

✅ Add Quality Control (QC) Checkpoints under each trade section (e.g., “Verify grout joint width = 1/8”,” “Confirm trim paint sheen = satin”).

✅ Require field staff to log photos of completed QC items in the Field Progress folder.

✅ Communicate corrections through the GC or PM, not directly to subcontractors.

✅ Keep meeting notes tied back to the affected section of the Detail Page.

✅ Review QC and photos weekly to ensure compliance before payment.

Close-Out & Permanent Record

Summary:


Once the project is complete, your Detail Page becomes part of the home’s permanent digital manual — a reference for warranty, resale, and future remodels.

Action Items:

✅ Finalize the as-built version of the Detail Page.

✅ Add final paint codes, stain formulas, fixture model numbers, and serials.

✅ Delete old notes and highlight “As-Built Verified” at the top of the file.

✅ Export a clean Close-Out PDF labeled Detail Page – As-Built – [ProjectName] – v#.

✅ Place the digital copy in the Homeowner’s Manual and print one hard copy for the house binder.

Thank you for completing this Session!

Key Takeaway:


Your Detail Page is the heart of project clarity — the place where every idea, design decision, and trade note begins.


When you take time to document your project early, you empower your team, reduce confusion, and prepare your build for accuracy from day one.


This sheet becomes your foundation for communication, pricing, and accountability.

What is in the Master Class?

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