SH.SAM HODGSON
ARCHITECTURAL DESIGNER
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Delivery & documentation

Keep a home project record you can use after moving in

How to organise your home project documents so you can find the installed products, care instructions and useful contacts long after construction finishes.

Imagine needing to touch up a hallway wall a year after your renovation. You remember choosing a warm white, but the email contains three samples and the invoice simply says painting. I would organise a project record around questions like that while the answers are still easy to collect. The aim is to leave yourself a usable account of the finished home.

Key points

  • Identify where each product was installed, alongside its exact details and care information.
  • Keep original project documents and give them a simple index you can search.
  • Test that you can find useful answers without relying on someone else's inbox.

Give the house a contents page

I would start with one short index, using names the household recognises: hallway walls, kitchen floor, bathroom extractor. Beside each item, point to the relevant product information, supplier and document location. You can keep the original files in sensible folders without making their filenames do all the explaining.

For the hypothetical hallway, ask the painter to confirm the brand, product, colour code and sheen actually used. Save a photograph of the labelled tin if available, and identify which walls it relates to. An early sample choice belongs in the project history; the home record should make the installed finish easy to find.

  • Use the same room names throughout.
  • Mark unconfirmed information as unconfirmed.
  • Keep the date and source of each confirmation.

Keep the originals behind the index

Your contents page is a way into the documents. Keep the actual drawings, specifications, certificates, correspondence and invoices as supplied, including their dates and reference numbers. Ask the team which documents describe the completed work and what any remaining qualifications mean.

Carl from Warwick Gair Builders comments on the clarity of architectural documentation in his published feedback. That is a builder's perspective on using information during construction. I would also ask whether the homeowner can find and understand the relevant information once the team has left.

  • Separate earlier design options from the documents identified for handover.
  • Keep original document references when adding your own labels.
  • Ask for an explanation if two records appear to disagree.

Collect care information as products arrive

Set up a place for maintenance instructions before the last week of the build. Ask who is collecting the information and who will check that it relates to the products installed. A brochure for an entire product range may leave you guessing which instructions apply.

MBIE's completion guidance says contractors must provide maintenance information and copies of applicable guarantees or warranties, including claim information. It also advises keeping certificates. I would use that guidance to prepare a handover checklist with the team, then record what has arrived and what is still outstanding.

Keep a copy of the supplied instructions with your files rather than relying solely on a web link. Add useful contact details and the product model or reference so you have a clear starting point if you need help later.

Try finding three answers

Before treating the record as complete, try finding the hallway paint details, the care instructions for a finished surface and one certificate the team says belongs in your handover package. Ask another household member to try too. If either of you needs to search months of messages, improve the index.

Check that your copies open and remain accessible from an account you control. Keep a separate backup, and ask how long any project portal or shared link will remain available. When equipment or finishes change later, add the new information and clearly identify what it replaced.

If you are approaching construction or handover, bring your current document list to a conversation. I would be happy to help you identify the architectural information to ask for and the questions to take back to your wider team.

  • Can we identify the installed item?
  • Can we find its supporting document?
  • Do we know who to contact about a gap?

Sources and further reading

Source information checked 7 November 2026 at 2:29 pm GMT+13. Rules may change; check the linked official guidance for your project.

ABOUT THE AUTHOR

Sam Hodgson

I’m the Founder, Director and Owner of Modal Architecture. I’m based in Auckland, spend one week each month with our Wellington team and regularly work in Queenstown.

More about me

This content is prepared with assistance from artificial intelligence tools and published under the authorship of Sam Hodgson.

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