Producing a clean handover snag pack

Practical steps

1. 1

   Filter the snag list to the plot or unit being handed over. Set status to Open or Reopened.

2. 2

   Sort by trade. The client will read the pack trade-by-trade, not chronologically.

3. 3

   Export to PDF using the Snag Pack template. Confirm photos are embedded, not linked.

4. 4

   Add a one-page covering note: total snag count, count by trade, target completion date.

5. 5

   Send to the client by the agreed channel. Email is usually fine; some clients want it uploaded to a portal.

6. 6

   Schedule the follow-up inspection date in your calendar at the same time. Do not leave this to memory.

Key takeaways

• Sort by trade for the client read. Sort by location for the site team to action.
• Embedded photos in the PDF are non-negotiable. Linked photos break the moment the client downloads.
• Schedule the follow-up date as you send the pack, never later.