Management handover and takeover checklist
Checklists the handover of building management covering documents, keys, contracts, funds, compliance items and open issues, with both parties' sign-off. A live form your crew fills on their phones, not a Word template you retype on every site.
- Checklists the handover of building management covering documents
- Keys
- Contracts
- Funds
- Compliance items
- Open issues
This form ships inside 1 form pack. Pick the pack built for your setting and it arrives live in your Eaco workspace, branded to your business.
Rendered from the live form itself. Your logo replaces the placeholder the day you buy. On Eaco, branding is included, not a paid extra.
When you need this form
Buying, selling or switching managing agents creates a window where nobody owns the detail. Keys, access cards, service contracts, warranties, trust funds, compliance certificates and open defects all have to move across on a single day. Whatever is not written down on handover becomes the incoming manager's problem, and owners expect the outgoing party to account for it.
Handover disputes surface months later, usually when a certificate is missing or a contract auto-renews. A live checklist signed by both parties on the day, with photos of key cabinets and screenshots of registers, ends that argument quickly. Emailed spreadsheets get edited. A countersigned record with timestamps and attached evidence does not, and it transfers straight into the new manager's file.
What good looks like
- Key and access card counts reconciled against the register, photographed in the cabinet.
- Every service contract listed with expiry, renewal terms and current supplier contacts.
- Compliance certificates received or flagged missing, with a named owner to chase.
- Open defects, warranties and works in progress carried forward, not quietly dropped.
- Outgoing and incoming managers both signed, dated the day control changed.
Included in 1 form pack
Compare all packsEvery pack below carries the Management handover and takeover checklist plus the forms that win work in its setting. Buy the pack once and every form in it goes live, branded to you.
Management handover and takeover checklist, answered
Is this a PDF or Word template?
Neither. It is a live form: your crew opens it on their phones, ticks it through, attaches photos and signs on the glass. Every submission is timestamped, GPS-pinned and stored as proof.
What goes in a management handover checklist?
Documents, drawings and manuals, keys and access devices, service contracts and warranties, compliance certificates, fund balances, tenant and supplier contacts, and every open issue. Both the outgoing and incoming parties sign the same record.
When should a takeover checklist be completed?
On the day control changes, with both parties present. Completing it afterwards from memory is how gaps become liabilities, because missing certificates and unrecorded contracts land on whoever holds the building next.
Can I buy just this one form?
Forms ship in packs, from $99 one-time with GST included. Or get every form, this one and 276 more, plus Eaco AI on the $29 a month plan.