Installation and Fit-Out Job Sheet

Who this is for

The sheet that hands an installation over. Every item fitted is listed with its make, model and serial number, every snag raised gets a line and a tick when it is cleared, and the labour and materials total underneath.

Installation and fit-out teams — kitchens, shopfitting, furniture, doors, equipment, AV and signage — and the contract managers who chase the snag list afterwards.

What this helps you track

• Every item installed, with make, model, serial number and where it went
• Which items were tested and demonstrated before handover
• Snags raised at handover, who is to clear them and when
• Snags cleared, so the outstanding list is always the unticked lines
• Labour and materials totalled at your own rate

How to use it

1. Fill in the job number, customer, site, contact and order reference, and name the installers on site.
2. List each item as it goes in: description, make and model, serial number, location, quantity.
3. Tick installed when it is fixed and working, and tested when you have demonstrated it to whoever is accepting the job.
4. Walk round with the customer and write every snag they raise onto the snag table, with who is clearing it and the date agreed.
5. Enter the labour and materials, read the totals, and have the sheet signed. Tick the snags off as they are cleared and keep the sheet until the list is empty.

Formats

• Printable PDF (A4 and US Letter)
• Fillable PDF with form fields
• Fill in online, saved in your browser
• Excel / Google Sheets workbook

The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The workbook uses plain formulas only — SUM, IF, COUNTIF and the like — so it opens in Excel, LibreOffice and Google Sheets without anything breaking, and every calculated cell is grey so you can see which figures it worked out.

How to print

Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.

Questions

Why record serial numbers here?

Because the warranty claim, the service visit and the asset register all need them, and after handover nobody wants to go back and read the labels. Copy them exactly, including any leading letters.

Is this the same as a snagging list?

No. A snagging list is the customer's walk round of a whole property. This is the installer's record of one fit-out: what was installed, what it was, and the snags raised against that work specifically.

What if snags are found after handover?

Add them to the table with the date they were raised. The sheet stays open until every line is ticked, which is usually what a retention or a final payment is waiting on.

Can I use it for a phased fit-out?

Yes — one sheet per phase or per area, with the same job number. Keeping them separate makes the snag list per area much easier to chase.