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For clients and owners

You got a link to review drawings, sign a proposal, sign off completion or collect your handover documents.

  • Client / owner · on their link, no account
  • You · the contractor

Process flow

  1. 1Client / owner

    Review the proposal

    Pick options, ask questions.

  2. 2Client / owner

    Accept and sign

    Typed or drawn signature.

  3. 3Client / owner

    Walk and add items

    If the contractor invites you.

  4. 4Client / owner

    Sign the certificate

    Substantial or final completion.

  5. 5Client / owner

    Get the handover

    Everything in one link.

Review and sign a proposal

  1. Open the link from the email. Tick any options under “Choose your options”; the total updates.
  2. Questions? Use “Questions”, then “Send question”. The contractor's reply comes by email.
  3. Click “Accept and sign”: agree to sign electronically, confirm your name and email, read to the end, then draw or type your signature and click “Sign and accept”.
  4. You're emailed the signed PDF. Not going ahead? Use “Decline” and add a reason if you like.

Add punch items on a walk

  1. Open the walk link and enter your name and email under “Who's walking?”.
  2. Click “Add item”, tap the drawing (or “Add without a drawing”), describe what needs fixing and add photos.
  3. Your items go to the contractor, who assigns them. You can see each one as received, being fixed or done.

Sign a completion certificate

  1. Open the link and click “Review and sign”. Any open punch items are attached to a substantial completion certificate.
  2. Follow the same steps as a proposal: consent, your details, review, then “Sign”. You're emailed the signed PDF.

Your handover documents

  1. Open the handover link: signed documents, as-built drawings, warranties, manuals and the punch list in one place.
  2. Click “ZIP” under “Download everything” to keep a copy, with an “Index PDF”.
  3. Use “Verify a PDF” to check that a signed document matches the original.

Shared drawings

  1. Open the link (enter the password if there is one, then “Open drawings”).
  2. If you can comment, tap the sheet to add a comment. The first time, give your name and email.