[Your company name] · License # [License #]
Complete, or substantially complete with the open items listed below.
What’s in it
Owner, contract number and date, project address, the work performed and the change orders included.
Complete or substantially complete, with the completion date, final walkthrough date and final inspection status.
A short punch list of what’s still open, who will finish it and by when.
The date your workmanship warranty starts, how long it runs and the warranty certificate number.
Manuals and product warranties, keys and codes, leftover materials and final lien waivers.
Final contract sum, paid to date, amount held for open items, balance due and its date, and contractor and owner signatures.
How to fill it in
FAQ
A document signed by the contractor and the owner that records that the work is finished, or substantially finished, on a certain date. It also notes any open items, when the warranty starts and where final payment stands.
Substantially complete means the owner can use the work as intended, even if small punch list items remain. Complete means nothing is left. Contracts often tie final payment and the warranty start to one of these dates. See substantial completion in the glossary.
No. A certificate of occupancy comes from the building department when a building is approved to be lived in or used. A certificate of completion is between you and the owner. Ask your local building department whether your job needs a certificate of occupancy.
That depends on your contract. Some contracts make final payment due at substantial completion and hold back an amount for open items. The certificate has a line for the amount held, so both of you agree on it in writing.
It depends on your contract and your state. Some contracts call for one, and some states have their own completion notices with their own rules and deadlines. This template is not legal advice. Check your state in our license guides and ask a local attorney.
It’s a signed record that the work is substantially complete on a certain date: the owner can use it as intended, and a short list shows the punch items still open and who will finish them. Depending on the contract, it often starts the warranty and sets when final or retainage payments come due. To use this form that way, check substantially complete and list the open items.
Usually, yes. Both names tend to mean the document you sign when nothing is left to do, while substantial completion comes earlier, when only punch items remain. Some contracts use two certificates: one at substantial completion and one at final completion. This template handles either, but it isn’t legal advice; check your contract and your state’s license guide.
Collect final payment, hand over manuals, product warranties and keys, and give final lien waivers once you’re paid. Your workmanship warranty starts on the date the certificate shows. In ECHOPS, clients see signed documents in their portal, and service calls work out warranty from the completion date; see service call scheduling.
Related
Every last item with location, owner, due date and client OK.
Get the template →A workmanship warranty with your term, exclusions and claim steps.
Get the template →Conditional or unconditional, progress or final, with a state notice.
Get the template →See all free contractor templates
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