Handover &
Completion Workflows

Control how readiness is verified, how responsibility transfers and how evidence is preserved beyond completion.

Readiness before handover, not reconstruction after.

Completion is the point where responsibility shifts and the period of ongoing liability begins.

Guided Home provides structured workflows that make readiness visible before handover, with configurable checklists that define what evidence is required, ensuring the right information is collated correctly and consistently across sites.

This becomes the foundation for confident first occupation and future handovers across the portfolio.

What changes for handover & completions.

Consistent completion
across sites.

Shared workflows and configurable checklists standardise readiness criteria across plots, sites and partners.

Clear responsibility at completion.

Responsibility transfer is governed against agreed evidence, reducing downstream rework and future disputes.

Lower operational load
at peak delivery.

Completion documentation is captured once and reused, reducing handover administration by over 60% at scale.

Operational impact.

49% reduction in handover errors.
Over 60% less handover administration at scale.

How it is controlled

Guided Home sets and controls completion requirements across organisations.

By applying configurable readiness criteria and maintaining a continuous evidence record, the platform ensures that handover decisions are supported by clear information and remain traceable beyond completion.

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PARTNER TESTIMONIALS

Trusted at scale.

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Logo for Grace Homes on blue
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“Guided Home has streamlined our Practical Completion handover and aftercare processes, removing double handling, eliminating paper-based administration and giving all stakeholders a single place to access project information.”

Tony Wilson

Risk & Compliance Manager, RCQ

“Guided Home has transformed how we work. It saved 3 days/ week in admin, reduces waste and gives customers a more modern, professional experience. It supports our operational goals and reflects our commitment to doing things properly at every stage of the process.”

Lisa Green

Director of Customer Experience, Bargate

"It has taken a lot of the pressure away from me. It’s a smoother, more modern experience for customers - they absorb information far better via Guided Home and know it all by the time we do the home demonstration. And it supports the Future Homes Standard by helping people understand new technologies properly. It was the clear winner. Other systems didn’t measure up at all."

Jenny Creasey

Quality & Customer Care, Grace homes

“Guided Home’s inspections and defect capture capability increased transparency and closed the information gap between homeowners seeking updates and internal teams responsible for clarifying defects and resolving issues.”

Tony Wilson

Risk & Compliance Manager, RCQ

“For large phased schemes, the efficiency is remarkable. If a specification changes - such as switching from one heating system to another, or changing the light fixtures, for example - it can be updated centrally and instantly applied across the relevant plots. It’s quick, reliable and removes so much duplication.”

Lisa Green

Director of Customer Experience, Bargate

“Enabling customers to access Guided Home from pre-reservation onwards has significantly helped us prepare for the New Home Quality Code go-live while enhancing the customer experience.”

Katie Knill

Sales, Candleston

“Our previous process was incredibly labour-intensive and reliant on manual handling at every stage. Every folder was bespoke, and reproducing a single handover pack required hours of checking, compiling and printing. There was also the risk of missing or inaccurate documents, which could cause delays. It simply wasn’t sustainable for the volume of homes we now deliver.”

Lisa Green

Director of Customer Experience, Bargate

“As a rapidly growing business we are at a point where existing procedures/ process would entail additional staff to cope with the growth. By digitising and automating some of the sales process/handover procedure with Guided Home we are able to scale efficiently while streamlining our processes and improving our customer experience at the same time."

Craig Nutter

Managing Director, Northstone

“Guided Home was the only solution that genuinely understood the post-occupation journey. They were the only ones that covered the whole journey - from reservation to aftercare. Plus, it was simple and convenient for customers to use, intuitive for our team, and aligned with our ambition to modernise. Importantly, it also supported our sustainability goals by removing the need for printed materials altogether.”

Lisa Green

Director of Customer Experience, Bargate

“Customer feedback on our pilot project scored 94.4% and our highest ever NPS score.”

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Group Customer Experience Director

“We have boosted our return on investment, reducing customer servicing costs, notably enhancing the customer experience and ultimately accelerating sales.”

Scott Rooks

Commercial Director, Candleston

“Sustainability is a major focus for us. Guided Home has allowed us to remove paper completely from this part of the process. It supports our environmental goals while giving customers something far more modern and intuitive.”

Lisa Green

Director of Customer Experience, Bargate

GET STARTED TODAY

Be assured. Be ready.

If you are responsible for delivery, quality, compliance or portfolio oversight, we would welcome a structured conversation before a demo so we can understand your requirements fully.

 

Find out more about how the platform works

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FAQs

Have questions?

What is included in a new build handover checklist?

A new build handover checklist typically covers the documentation, evidence and confirmations required before a home is formally handed over to its new occupant. This includes completion certificates, warranty documentation, appliance manuals, energy performance certificates, safety information and any outstanding defect records. Guided Home allows organisations to configure these checklists to match their specific requirements and ensure consistency across sites.

How does Guided Home standardise the construction handover checklist across sites?

The platform uses configurable completion checklists that define what evidence must be captured, reviewed and accepted before handover. These checklists can be standardised across the organisation and applied consistently to every plot, site and delivery partner – ensuring the same readiness criteria are met regardless of which team or contractor is involved.

What evidence is needed for a practical completion certificate?

A practical completion certificate confirms that a building has been completed to the standard required under the contract. The evidence typically includes signed-off inspection records, resolved defect lists, completed documentation packs, building control approvals and relevant compliance certificates. Guided Home structures and tracks this evidence through configurable workflows, making readiness visible before the certificate is issued.

How does Guided Home reduce handover administration?

By capturing completion documentation once, at source, during the delivery process, Guided Home eliminates the need for last-minute collation and manual assembly. Organisations using the platform report over 60% reduction in handover administration at scale, with a 49% reduction in handover errors.

Can Guided Home support construction quality assurance during delivery?

Yes. The platform provides configurable inspection checklists that can be used during delivery to capture quality evidence at the point of construction. Inspection results, defect records and approval status are recorded within structured workflows and connected to the completion record for each plot.