Engine · Closeout · LIVE

Owner package, one button.

Compiles manufacturer warranties, O&M manuals, as-built drawings, training videos, and punch closeout into a single owner-deliverable package. Sourced automatically from every approved submittal, every warranty PDF, and every redlined drawing the project produced. The closeout that used to take 3 months ships in 3 days.

Auto
warranty matrix
O&M
indexed by trade
As-built
reconciled
1 PDF / ZIP
owner deliverable
01 · What it produces

The five things every owner asks for.

Construction closeout is a checklist nobody enjoys building. The data exists across submittals, procurement, daily logs, and the punch list — this engine just stitches it into the deliverable.

Output 1

Warranty matrix

Every installed product cross-referenced against its manufacturer warranty. Columns: product · spec section · install date · warranty term · expiration · manufacturer claim contact · exclusions. Built from approved submittals + delivery slips + activity completion dates. Renders as a sortable PDF + structured CSV.

Output 2

O&M binder

Every operations and maintenance manual collected from submittal approvals and supplier transmittals. Indexed by trade (mechanical / electrical / plumbing / specialties), by spec section, and by room/equipment tag. Owner can search for "chiller 1" and get the right manual.

Output 3

As-built drawings

Original design drawings with all redlines applied. Pairs with the As-built Reconciler for redline merging. PDF + DWG where applicable. Punch list closure photos cross-referenced where the as-built shows a deviation.

Output 4

Punch closeout report

Final state of every punch item: before / after / closure date / closing sub. Zero open items is a milestone the engine surfaces. Open items at delivery become a documented gap with owner sign-off requirement.

Output 5

Training video index

Captures from commissioning meetings, equipment startup walks, and operator training sessions — pulled from the project's Meetings library. Time-stamped and indexed by equipment so the facilities team can re-watch the chiller startup six months from now.

The package

One PDF + one ZIP

Single PDF table of contents with the warranty matrix + as-built index + O&M index + training video index. ZIP includes all referenced documents. Branded with the project name and owner. Ready to hand off (or email) on substantial completion day.

02 · The warranty matrix mockup

One row per product. One source of truth.

The warranty matrix is what owners care about most. Two years after closeout, when a chiller fails, someone needs to know: who manufactured it, when does the warranty expire, and who do you call. This engine ensures the answer takes 10 seconds, not 10 hours of email archaeology.

23 64 23CHILLERCarrier 30XA-302 air-cooled chiller · Installed 4/12/2026 · 5-yr compressor / 1-yr full unit. Expires 4/12/2031 · Carrier Service 1-800-...
23 09 23VAVTitus DESV 24-12 VAV box × 42 units · Installed 3/8-3/22 · 2-yr standard. Expires 3/22/2028 · Titus warranty@
26 27 26PANELSquare D NQOD208M2C panelboard · Installed 2/15 · 18-mo on labor / 5-yr on equip. Equip exp 2/15/2031 · Schneider Electric
22 13 16PUMPBell & Gossett e-90 inline pump · Installed 1/22 · 3-yr factory. Expires 1/22/2029 · Xylem 1-800-...
08 71 00HARDWARESchlage L9000 mortise lockset × 318 · Installed 4/2-4/18 · Lifetime mechanical / 5-yr finish. Mechanical: lifetime · Allegion warranty@
09 65 13FLOORArmstrong Migrations BBT vinyl · Installed 4/5-4/24 · 25-yr commercial. Expires 4/24/2051 · Armstrong claims@
ΣSUMMARY248 products tracked · 6 trades covered · First expiration: 2/15/2028 (VAV labor warranty). Auto-alerts queued at T-90, T-30, T-0 days. Ready to ship
Beyond closeout day

The warranty matrix isn't a one-and-done document — it's a live tracker. When a warranty is about to expire, the owner gets an automatic 90-day heads-up. When equipment fails during warranty, the matrix surfaces the claim contact in 10 seconds.

03 · How the package gets built

Inputs auto-pulled. Owner-ready output.

Closeout Builder doesn't ask you to dig through email or attach files manually. It reads from every other system the project has been using all along:

From Submittals

Every approved product

Approved submittals carry product cut-sheets, warranty terms, and O&M attachments. The engine indexes all of them by spec section.

From Procurement

Install dates per item

Delivery dates + activity completion = install dates. Warranty terms start from install, not from delivery, so this matters for the matrix's accuracy.

From Punch List

Final closure photos

Every closed punch item's before/after photos and the closing sub feed the closeout's quality-evidence section.

From Meetings

Commissioning + training

Owner-attended commissioning meetings and training sessions are pulled with their audio anchors, timestamps, and decision summaries.

From As-built Reconciler

Merged drawing set

Field-marked redlines reconciled into the original drawing set. CAD layers preserved where the original was DWG.

From Insurance

Final COIs + bonds

All sub COIs valid through the project's warranty period + the project's performance bonds appended for the owner's records.

04 · Owner deliverable formats

One package. Three formats.

Owners are not consistent about how they want closeout. Some want a printed binder. Some want a USB drive. Some want a cloud share. The engine produces all three with the same source data:

All three are generated from the same engine run. Owner can also request a custom format (some GCs deliver as a custom-branded portal — supported via white-label config).

★ · Pairs with

It works alone. It's better in a chain.

Closeout Builder is the last link in the construction chain. Its inputs are everything that came before.

05 · FAQ

Things everyone asks first.

How big is a typical closeout package?

Mid-rise office: 800-1,200 PDF pages, ~400MB ZIP. Hospital or lab: 2,500+ pages, ~1.5GB ZIP because of the equipment density. The engine produces both bound and hyperlinked variants from the same source data.

What if some submittals are missing O&M attachments?

The engine surfaces the gap pre-closeout. PM gets a list of subs that need to provide missing O&Ms with a deadline. Far better than the current pattern: discovering at month 11 that 30% of O&M manuals were never collected.

Can the owner search the package after delivery?

Yes — via the owner portal format. Full-text search across all warranties, manuals, drawings. The owner's facilities team can find "chiller 1 warranty" in 10 seconds 18 months after handover. Bound PDF and ZIP formats are still searchable via standard PDF tools, just not as fluid.

What happens to the package after the warranty period?

Owner portal goes into read-only archive mode. Bound PDF and ZIP stay with the owner indefinitely. The GC's instance retains the source data per the firm's document-retention policy (default: 7 years).

Does it handle Procore handoff or Autodesk Build?

Export to both is on the v4.2 roadmap. v1 produces the closeout as standalone deliverables; owners using Procore Documents or Autodesk Build can ingest the ZIP via standard upload. We package the closeout in a way that survives that ingest (no proprietary folder structure).

Bring an active job to a 15-minute call. See the closeout draft.

Project in the field today — we'll preview the closeout package built from your current submittals, procurement, and punch data. Even on a 50%-complete job, the structure is visible.

Start free — 14 days, no card →