Service, Closeout & Warranty Setup — Update / setup form (auth-only) for Property Management. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

How routine service runs day-to-day and how we close the project out and stand behind the work.

What it collects (by section):

• Service coordination — Access Instructions (property) [long text]; Preferred Scheduling Window (property) [dropdown: AM / Mid-day / PM / After hours (approval required)]; Preventive Maintenance Program [dropdown: None / Quarterly / Semiannual / Annual / Custom]; Primary On-Site Contact (name/role) [short text].
• Reporting & communication — RFI Channel Preference [dropdown: Email / Client portal / PM tool / In-app forms]; Submittal Review Responsibility [dropdown: Owner / Architect/Designer / GC / Facilities/PM / Other]; Daily Reports Required [dropdown: No / Yes - summary / Yes - detailed w/ photos]; Photo/Video Permissions (jobsite) [dropdown: Internal only / Share with client / Marketing allowed with approval / Not permitted].
• Closeout & warranty — Commissioning / Testing Required [dropdown: No / Yes - TAB / Yes - 3rd-party / TBD]; Closeout Deliverables Required [multi-select: As-builts / O&M manuals / Warranty certificates / Test reports / Final lien waivers / …]; Warranty Term (labor/materials) [dropdown: 30 days / 90 days / 1 year / 2 years / 5 years / …]; Warranty Start Trigger [dropdown: Substantial completion / Final completion / First use/occupancy / Other]; Finish/Color Records Reference [short text].

Form type: Update / setup (up), auth-only. Niche: Property Management. Deployment: embed.

Best for / surface when: Property Management client workflow — service, closeout & warranty setup.