Platform

Every tool your
closeout needs.

HandoffGrid gives physical security teams one place to track assets, close punch items, verify turnover, and hand off a project that speaks for itself — with a branded PDF report to prove it.

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iPhone & iPad

Take closeout
to the field.

One universal app for the team on site — log assets, clear punch, and check turnover from your iPhone in your pocket or your iPad on the cart. Everything syncs to the same workspace as Mac and web.

Download on the App Store Free on the App Store · pairs with your Mac or web workspace
HandoffGrid iPhone dashboard.
HandoffGrid iPhone sites list.
HandoffGrid iPhone asset register.
HandoffGrid iPhone punch list.
HandoffGrid iPhone turnover checklist.
Same workspace on iPad
HandoffGrid iPad dashboard showing closeout readiness, next best actions, and blockers across sites.
Feature 01

Asset Tracking

Every device, documented. Log cameras, card readers, panels, intercoms, and any other equipment with serial numbers, IP addresses, locations, and field photos. Built-in autocomplete for Axis, Hanwha, and other major manufacturers speeds up data entry in the field.

  • Device-level records: model, serial, IP, location, notes
  • Manufacturer autocomplete for fast field entry
  • Photo attachments per asset with full-size viewer
  • Filter and search across all sites instantly
  • Asset status tracking: installed, pending, issue
HandoffGrid asset register listing cameras, card readers, and panels with serial numbers, IPs, locations, and documentation status.
Feature 02

Punch List

Every punch item tracked from open to closed. Assign priorities, set due dates, attach photos, and thread comments on each item. Assignees get automatic email notifications when items are created or updated, and daily reminders when items go overdue.

  • Priority levels: low, medium, high, critical
  • Assign items to team members with due dates
  • Photo attachments and threaded comments per item
  • Automatic email to assignees on creation and update
  • Daily overdue reminders so nothing gets missed
  • Quick-resolve from dashboard without leaving the page
HandoffGrid punch list showing open items with critical, high, and medium priorities, blocking-handoff flags, assignees, and due dates.
Feature 03

Turnover Checklist

A structured pre-closeout verification list that ensures nothing gets missed before you hand off the keys. Track physical asset verification, training completion, documentation delivery, and system testing — all in one place with real-time progress.

  • Pre-built checklist covering the full closeout workflow
  • Customizable items for your specific project requirements
  • Progress bar per site so you always know where you stand
  • Mark a site officially closed when all items are complete
  • Punch list must be clear before site can close — enforced
HandoffGrid turnover checklist showing install verification, documentation, and training steps with per-site readiness and a scheduled closeout report.
Feature 04

PDF Closeout Report

One click. One document. A complete, professionally formatted closeout report with your full asset register, punch list status, turnover checklist, and field photos — ready to hand to the customer, the GC, or the client's facilities team. Team plan users get custom branding with their company logo.

  • Full asset register with serial numbers, IPs, and locations
  • Punch list status with resolution history
  • Turnover checklist with completion status
  • Field photos embedded inline with each asset
  • Custom company branding for Team plan users
  • Generated instantly — no formatting, no spreadsheets
HandoffGrid customer-ready closeout PDF report for Florida University with asset register, punch summary, and turnover readiness.
Feature 05

Team & Collaboration

Invite your project team by email and assign them to specific sites. Role-based access means field techs see what they need, PMs manage the full picture, and owner reps get read-only visibility without the ability to accidentally change something. Everything syncs in real time across every device.

  • Invite team members by email with one click
  • Six role types: Owner, Admin, Project Manager, Site Lead, Field Tech, Owner Rep
  • Real-time sync — every team member on the same live view
  • Activity log shows who did what and when
  • Works on any device including mobile browsers
HandoffGrid team management showing members with roles such as Field Tech, Site Lead, and Owner Rep, and role-based access.
Feature 06

Blueprints

Upload your project blueprints and attach them directly to a site. Field techs and PMs can reference the exact layout during installation and inspection — no hunting through email attachments or Dropbox folders.

  • Upload PDF or image blueprints per site
  • Attach multiple plans per site — floor by floor
  • Full-size viewer for field reference on any device
  • Plans travel with the site record into the closeout PDF
  • Stored securely alongside all other project data
HandoffGrid blueprint viewer showing a Florida University floor plan with device pins for a camera, card reader, and access control panel, plus markup tools.
Feature 07

Cable Runs

Document every cable run as it's pulled — from head-end to device, with length, type, label, and termination status. No more guessing which cable goes where during final walk-through or troubleshooting calls six months after closeout.

  • Log FROM/TO locations with cable label and type
  • Track length, conduit path, and termination status
  • Link runs directly to an asset record
  • Filter by site, status, or cable type instantly
  • Included in the PDF closeout report as a cable schedule
HandoffGrid cable schedule listing cable runs from IDF 202 to devices with type, length, and labels, totaling 885 feet.
Feature 08

Document Storage

Attach project documents directly to a site — submittal packages, as-builts, warranties, signed acceptance forms. Everything your team and your customer need lives in one place, not scattered across inboxes and shared drives.

  • Attach PDFs, images, and spreadsheets per site
  • Organize by document type: submittal, as-built, warranty, acceptance
  • Viewable by the full project team with correct role access
  • Timestamped uploads with uploader record
  • Key documents surface in the PDF closeout report
HandoffGrid document storage for a site showing attached closeout PDFs — as-built drawings, equipment schedule, acceptance sign-off, and cable certification report.
Feature 09

Activity Log

A full audit trail of every action taken on a project — who logged what asset, who resolved which punch item, who invited a new team member, and when. Stop digging through chat threads to figure out what happened on site.

  • Timestamped log of every team action across all modules
  • Tracks assets logged, punch items opened and resolved, invites sent
  • Filter by team member, date range, or action type
  • Visible to admins and project managers only
  • Available on Pro and Team plans
HandoffGrid activity log showing a timestamped audit trail of team actions — assets logged, punch items resolved, checklist items completed, and team invites — with the acting member and time.
Workflow

From kickoff to
signed handoff.

01
Create Site
Add your project site with address and details. Invite your team by email in seconds.
02
Log Assets
Field techs log every device as it's installed — serial, IP, location, photos. From any device.
03
Track Punch
Open punch items as you find them. Assign, prioritize, and resolve. Automated reminders handle follow-up.
04
Verify Turnover
Work through the turnover checklist. Training done, docs delivered, punch cleared — before you close.
05
Export & Hand Off
One click generates the closeout PDF. Hand it to the customer. Project closed — documented, proven.

The people on
the project.

Integrators
Security Systems Integrators
Run cleaner projects, reduce callbacks, and hand off documentation that makes you look like the professional you are. Stop spending hours reformatting spreadsheets the night before handoff.
Owner Side
Corporate Security Managers
Manage outside integrators with confidence. Give owner reps read-only visibility so they can track progress in real time without needing a weekly status call.
Field
Field Technicians
Log what you install as you install it — from your phone or tablet. No paper, no re-entry. Your photos and notes go straight into the closeout report.
Get started today
Start free.
Close better.
Create your account in under a minute. Set up your first site. See what it feels like to hand off a project with documentation that speaks for itself.
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