Send completed handover checklist to client and folder
Send completed handover checklist to client and folder
Your signed handover checklists sit in inboxes and delay billing and site handoffs. It delivers the signed PDF to stakeholders and archives it for billing and compliance same day.
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Overview
Signed handover checklists no longer get lost in inboxes — this flow delivers the signed PDF to the client and archives a named copy so finance and project teams have the evidence they need. That means fewer billing delays and same-day readiness for compliance and invoicing.