By role — Commissioning agents
Every contractor fills their own section. You approve, close issues, and assemble the handover — on one record, not five inboxes.
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Screenshot — the tracker, showing every trade's completion at once
Once a checklist is submitted, it locks — the trade that filled it can't edit it further. What lands in your queue is the finished, signed record, not a moving target you have to re-check.
Screenshot — a checklist awaiting CxA approval, contractor signature already in place
The project audit log records who submitted, who approved, and when — the record you want in hand for a dispute, not a reconstruction from email months later.
Screenshot — the project audit log
Equipment goes in, and the trade that installed it fills the checklist section for it — measured values, not a tick.
Systems get run through the sequence. Step results are recorded live, not transcribed afterward from a clipboard.
Anything that fails gets logged where it happened, assigned to a trade, and tracked in a comment thread until it's marked closed.
The handover package assembles itself from what's already been submitted and approved — nothing re-typed.
| Evidence required | Produced by | Form it arrives in |
|---|---|---|
| Every checklist was actually completed and signed, in order | CxA signature on submission | Signed checklist PDF |
| An issue was actually resolved before it was closed | Issue comment thread + status history | Issue export |
| A record that holds up in a dispute | The project audit log | In-app audit log view |
| The full handover package, assembled correctly | Automated closeout assembly | Owner handover PDF |
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Chiller
Air Handling Unit
Pressurization Fan
Browse the full template library — 17 real templates, all editable.
No. Approval authority is enforced at the data layer, not just hidden in the interface — only a CxA-role member of the project can sign off and approve a checklist.
It locks. Submitted and approved checklists can't be edited further, so the record you approved is the record that ships in closeout.
Yes — each project is its own record with its own team, templates, and tracker. Nothing crosses between projects unless you explicitly copy a template into a new one.
No — it's assembled automatically from whatever's already been submitted and approved in the project. You review it, you don't build it by hand.
First project free · contractors always free · no card