Job Closeout Pack - Payment Schedule, Punch List & Certificate of Substantial Completion

Finish every job clean and get your final payment with a simple set of closeout forms, from the first deposit to the last walkthrough.

WHAT'S INCLUDED (5 FORMS + GUIDE)

• Payment Schedule / Draw Schedule: deposit, progress milestones, final payment, retainage, and customer acknowledgement signature

• Punch List: item, location, responsible party, due date, done/initials, and final walkthrough sign-off

• Certificate of Substantial Completion

• Job Closeout Checklist: warranty docs, final payment, lien waivers, photos, keys, cleanup, permits closed

• Final Payment Request / Final Invoice Notice

• How-to-use guide: which form to use at each stage of the job

• Fillable PDF + editable Word (DOCX) for each form, US Letter size (8.5 x 11 in)

WHO IT'S FOR

General contractors, remodelers, handymen, and trades who want to stop deposit fights and held-back final payments.

FORMAT & HOW TO USE

Type directly into the fillable PDFs and tick the checkboxes, or print and fill by hand. Open the DOCX files in Word or Google Docs to add your logo or adjust the wording. Pairs well with our Lien Waiver Forms Pack and Contract and Proposal Pack.

IMPORTANT - PLEASE READ

Not legal advice; requirements vary by state; have an attorney review before use.

INSTANT DOWNLOAD

Your files are available to download right after purchase as a single ZIP.

Designed with AI assistance and reviewed for real-world jobsite use.

PLEASE NOTE: This is a digital download. No physical item will be shipped. These are general templates; review and customize them for your business and local requirements.

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