Closeout warranty and document tracker
Track all 27 closeout items from vendor request to customer acceptance before substantial completion on November 20, and request the eight not yet asked for.
- Industry
- Construction, Trades and Field Services
- Team
- Operations
- Use case
- Documents and evidence
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
-
Dashboards
App · 3 embedded blocks: Chart: Closeout items by type and state (c-closeout-grid); KPI: Closeout items accepted by Brackenhurst (k-closeout); Insight: Closeout: 27 items, 8 not yet requested (i5) · Requires sign-in
Overview
What this template supports
A closeout warranty and document tracker for a general contractor's closeout coordinator and the specialty contractor's vendors, prepared by the project engineer. It lists 27 items by type with vendor, request date and state, defines what counts as accepted, and shows progress by vendor with a request checklist. Three live Dashboards blocks show the type-by-state grid, the accepted count and a summary.
- Stats row of items by state
- Live closeout grid by type and state
- Item tables in tabs by type
- Acceptance definition list
- Not-yet-requested warning callout
- Per-vendor progress bars and request checklist
How to use this template
-
List every required item
Enter each warranty, as-built, training record and punch item the contract requires, with its source and vendor.
-
Record request and state
Note the date each request went out and move each item through received, internal review and accepted.
-
Request what is missing
Send every request not yet made with a due date and return rejected items with the exact deficiency.
Frequently asked questions
What counts toward final payment?
Only items accepted by the customer's closeout coordinator count; received and in-review items do not.
What happens to a rejected certificate?
It goes back to the vendor with the exact deficiency and a corrected due date, and it stays out of the accepted count.
What does Closeout warranty and document tracker help me do?
Track all 27 closeout items from vendor request to customer acceptance before substantial completion on November 20, and request the eight not yet asked for.
Who reads and maintains this page?
Brackenhurst closeout coordinator and Ironvale vendors; prepared by the Ironvale project engineer. The project manager reviews it.
When is the page ready to share with the client?
Sent only after every required item has a vendor and a state, and the live blocks point at the client's own data.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.