Features/Closeout
Closeout
Closeout starts during construction.
Closeout goes wrong when it starts at the end: a punch list built from memory and a deliverables chase through a year of email. In LODE it has been building all along. Every approved submittal already lists what it owes at closeout, every punch item is a pin on the sheet it belongs to, and the final record set compiles from everything the project produced.
Punch list software for architects usually arrives at the end of the job. In LODE closeout starts during construction: the deliverables list is built from approved submittals, and punch items are pins on the plan.
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Closeout is a tab on every LODE project, not a separate product. It works from the same drawing set, so nothing has to be exported to it.
How does LODE handle closeout?
Every punch item is a pin on the sheet it belongs to, with a location, status and verification. Walk-throughs go to a sub or the owner's rep as a link. The deliverables list has been writing itself since the first approved submittal. Certificates are kept as signed, and the final record set compiles from everything since the first issuance.
Punch, on the plan
Every punch item is a pin on the sheet it belongs to, with a location, a status and a verification. The list and the plan are the same thing, so nothing is walked twice or missed.
Walk-throughs by link
Hand the walk to a sub or the owner’s rep as a link, with no seat and no account. Items update from the field, and who verified what is kept.
Deliverables, pre-seeded
The list is built from approved submittals during construction: O&M manuals, warranties, as-builts. By the time anyone says closeout, it already exists.
Certificates, kept as signed
Certificates are kept as the signed documents, with a summary above each one. Nothing is retyped into a form that could drift from the signature.
The final record set
Everything the project produced, compiled as it stands at the end: current drawings and specs, the revision record, the logs. The set you hand over and the one you keep.
Then, cold storage
A finished project does not need an active slot. Move it to cold storage, included in every plan, and everything stays: drawings, logs, history. A cold project takes no project slot and counts at a quarter of its size against storage. Bring it back whenever the job comes back.
The deliverables list is already written.
Where does the closeout deliverables list come from?
The deliverables chase is the worst part of closeout: a year later, someone searches an inbox for a warranty. In LODE, the moment a submittal is approved during CA, what it owes at closeout goes onto the deliverables list. By the end of the job the list has been writing itself for months.
- Built from approved submittals, so the list exists before closeout begins
- Each deliverable points back to the submittal, spec section and approval behind it
- Outstanding items are visible all through construction, not found at the end
- The final record set compiles from everything since the first issuance
Who is LODE's closeout for?
Architects closing out a project and the people they hand the walk to. Subs and owner's reps work from a link, items update from the field, and who verified what is kept with the item.
Frequently asked questions
Can a subcontractor or the owner's rep do a walk-through without an account?
Yes. Hand the walk over as a link. Items update from the field, with no seat and no account, and the verification is kept.
Is the punch list separate from the drawings?
No. Each item is a pin on the sheet it belongs to, so the list and the plan are the same thing and nothing is walked twice or missed.
What goes on the deliverables list?
What each approved submittal owes at closeout: O&M manuals, warranties, as-builts. Each deliverable points back to the submittal, spec section and approval behind it.
What is in the final record set?
Everything the project produced, as it stands at the end: the current drawings and specs, the revision record and the logs. The set you hand over and the one you keep.
What happens to the project after closeout?
Move it to cold storage. The record is kept, retrieval takes time, and the app says so before you do it.
Go deeper
Learn
Conformed vs record drawings vs as-builts
The set construction started from, the contractor’s markups, and the architect’s redrawing of them: who prepares each, when, and what each one certifies.
Learn
What is a conformed set?
The bid set with every addendum folded in: what goes into it, who prepares it and when, and how it differs from the IFC and record sets.
Templates
Submittal log template
Organised by spec section, with the review actions as a list, resubmittals by revision, and a days-in-review formula. Excel, free, no email.
Close out from the same set you built from.
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