Closeout
Retainage — often the whole margin — sits hostage to closeout.
Closeout fails because it's a thousand small chases nobody owns at the end of a tired job. Walter owns them from day one: it builds the closeout register at project start, manages punch with retainage linkage, assembles milestone packages, and drives the retainage-release query.
The problem
What this costs you today — and what Walter does instead.
The pain
O&Ms and warranties are chased a year after the sub's scope finished — too late.
With Walter
Walter builds the closeout register at project start and collects as work completes, not from substantial completion.
The pain
Nobody can say what's actually blocking final payment.
With Walter
A live traversal goes from the retainage ledger to unmet requirements to responsible party, sorted by dollar impact.
The pain
Warranty start dates are guessed, creating a year of exposure either way.
With Walter
Walter flags the substantial-completion vs. beneficial-occupancy distinction for human confirmation instead of assuming.
The workflow
How Walter runs it.
- 01
Register at day one
Extract closeout requirements per spec section at project start — O&Ms, warranties, training, attic stock, certifications.
- 02
Punch
Intake walk items, assign to subs with locations and citations, and track verify cycles with retainage linkage.
- 03
Document assembly
Check O&Ms against spec, cross-check approved submittals, and assemble the warranty matrix with start dates.
- 04
Milestone packages
Assemble substantial- and final-completion packages: certificate requests, regulatory sign-offs, training, as-builts, final waivers.
- 05
Retainage drive
Answer 'what's blocking final payment' from the retainage ledger to responsible party, sorted by dollars.
- 06
Warranty phase
Route owner warranty claims to the responsible sub with the record attached and track resolution.
Human in the loop
What stays your call.
- Certificates of substantial and final completion and regulatory submissions are human-only.
- Punch completion is human-verified; Walter tracks claims of completion as claims, not as done.
- Final lien waiver collection follows the pay-application gate and can't be bypassed.
What you get
Outputs.
- Closeout register
- Punch lists by sub with retainage linkage
- O&M and warranty completeness reports
- Completion packages
- Blocking-final-payment report
Hands off to
It doesn't work alone.
Walter's workflows share one construction brain, so a signal in one becomes action in the next — automatically.