Issue a simple trade handover pack to a subcontractor
Category: Forms And Templates
Fills in the subcontractor, package and scope, and lists the open snags against their work so both sides can see what blocks handover.
Input Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
| Subcontractor Representative | Dropdown | Yes | Person who will complete the subcontractor handover side of the form. |
| Subcontractor | Organization Picker | Yes | Select the subcontractor organisation handing over the works, or create it inline if it is not ye... |
| Trade | Dropdown | Yes | |
| Work Package / Subcontract Reference | Text | No | |
| Handover Date | Date | Yes | |
| Scope of Works Handed Over | Text | Yes |
Parameter Details
Trade
Options:
drylining- Drylining / Plasteringpainting- Painting & Decorationdemolition- Demolition (labour)groundworks_basic- Groundworks (non-specified)labour_only- Labour-Onlytiling- Tilingflooring_finishes- Floor Finishes (carpet / vinyl)carpentry_2nd_fix_basic- 2nd Fix Carpentry (skirtings / architraves)external_works_basic- External Works (basic)other- Other
Outputs
Summary
Type: Text/Markdown
Summary
Outputs
Type: Array
Outputs
Completion Time
Type: Text/Markdown
Completion Time
Form Instance Id
Type: Text/Markdown
Form Instance ID
Open Snags Count
Type: Number
Open Snags
Example Use Cases
Issue simple handover for painter
Issue a simple subcontractor handover for a decorating package.
Configuration:
- Subcontractor Rep User Id:
user_456 - Subcontractor Name:
ABC Decorating Ltd - Trade:
painting - Work Package Ref:
WP-018 - Handover Date:
2026-06-15 - Scope Description:
Block A, Levels 1-3, all internal decoration
Tags: audit · handover · subcontractor · simple · form-instance
Last updated: 2026-08-31