Punch List Template, Final Walkthrough Checklist, Certificate of Completion, Closeout Forms, Excel Word PDF

Punch list & completion kit for Excel, Word & PDF: a 100-item punch list tracker, walkthrough checklist and certificates of substantial and final completion.

Get to 'done' and get paid – walkthrough, punch list, certificates

A walkthrough checklist, a punch list tracker with client acceptance, and certificates of substantial and final completion.

WHO IT'S FOR
Remodelers, GCs and any trade with a final walkthrough

SOUNDS FAMILIAR?
✕ The final payment is hostage to a toe-kick
✕ Punch items drift for weeks with no owner or date
✕ The warranty clock never officially started

WHAT THIS PACK FIXES
✓ Sign-off names the amount held against the list – and nothing more
✓ Tracker: who fixes it, due date, client accepted, days open
✓ Substantial completion certificate starts the warranty

PUNCH LIST & COMPLETION KIT – WHAT YOU GET
• Punch List & Walkthrough Tracker.xlsx: Settings (company, project, client, walkthrough date, contract punch-list deadline, up to 10 trades, an 'as of' date) → Punch List (100 items: area, item and what 'done' looks like, who fixes it, priority, photo #, added / due dates that default from Settings, status, fixed on, client accepted, days open; past-due rows turn red, accepted rows turn green) → Summary (% complete, past due, items by trade and status) → Punch List (print) (the client copy with an initials column).
• EXAMPLE - Punch List (Rasmussen kitchen).xlsx: Nine items from a kitchen walkthrough across five trades – some accepted, two past due, one backordered – frozen at an as-of date so the summary always makes sense.
• Final Walkthrough Checklist & Sign-off (.docx + .pdf): Two pages: room-by-room checks (walls, paint, floors, trim, cabinets, counters, tile, plumbing, electrical, appliances, windows, HVAC), a handover checklist (keys, manuals, attic stock, permits closed, lien waivers, photos), the punch list table, and a sign-off that names the amount held against listed items.
• EXAMPLE - Final Walkthrough & Punch List (Rasmussen kitchen) (.docx + .pdf): Filled in for the same kitchen: what passed, what went on the list, and the final invoice with $1,200 held against two items.
• Certificate of Substantial Completion (.docx + .pdf): One page: the work is usable for its purpose, the punch list is the only work remaining, warranties start today, responsibility for the property passes to the client, and how much is held until the list is done.
• Certificate of Completion (client copy) (.docx + .pdf): One page issued when every item is accepted: final contract sum with change orders, paid to date, balance due, the warranty period and end date, and what was handed over.
• EXAMPLE - Certificates of Substantial & Final Completion (Rasmussen kitchen) (.docx + .pdf): Both certificates filled in for the kitchen – the numbers match the Contractor Invoice example (sold separately in our shop).
• START HERE PDF: what's in the download, how to open it in Excel / Google Sheets or Word / Google Docs, a quick start and tips

HOW TO ACCESS
Instant digital download – nothing ships. After checkout Etsy shows a Download button, and the files stay under Purchases & Reviews on etsy.com (downloads don't work in the Etsy app – use a browser). The download is a ZIP: extract it first (Windows: right-click → Extract All; Mac: double-click), then open the files in Excel or Google Sheets and Word or Google Docs. Set it up once on a laptop, then use it anywhere. Because it's a digital file, returns aren't possible – but if something doesn't open or you're stuck, message us and we'll sort it out.

GET THE WHOLE SET
This pack is part of the Everything Bundle – all 42 Trade Templates Co. packs for $199 – and the Contractor Office Bundle ($109) and the Job-Site Bundle ($39). Search our shop for "bundle".

Questions before you buy? Message us – we answer within a day.

AI disclosure: these templates were built with the assistance of AI tools and reviewed, tested and edited by the seller.