PROJECT GUIDE

Electrical Project Handover Guide: Documentation, Walkthrough, and Warranty

What to hand over, how to conduct a client walkthrough, and what warranty to provide. The complete handover guide for domestic and commercial electrical projects.

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13 min readUpdated 2026-05-18Andrew Moore, Founder of Elec-Mate

Written and reviewed by Andrew Moore, founder of Elec-Mate, against BS 7671:2018+A4:2026, IET Guidance Note 3 and the IET On-Site Guide.

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Key Takeaways

  • 1A professional handover includes: the Electrical Installation Certificate (EIC) or Minor Works certificate, operation and maintenance information, as-built drawings or a schedule of circuits, photos of concealed work, and a client walkthrough.
  • 2The EIC is a legal requirement for all new circuits notifiable under Part P of the Building Regulations. Without it, the customer cannot prove the work is safe and compliant, and you are in breach of your competent person scheme obligations.
  • 3O&M (operation and maintenance) information is a legal requirement under the CDM Regulations 2015 for commercial projects. For domestic work it is not legally required but is expected by professional customers and adds significant value.
  • 4As-built drawings (or a circuit schedule with locations) tell the next electrician where everything is. This is especially important for concealed wiring where cable routes are not visible. Photos taken before plasterboard goes up serve the same purpose.
  • 5The client walkthrough is your chance to demonstrate the installation, explain how everything works, hand over documentation, and leave the customer feeling confident. This is also where you collect final payment and ask for a review.
01 · Project Guide

Project Handover: Finish Like a Professional

The way you finish a job is what the customer remembers. A clean, professional handover — with all documentation, a walkthrough, and a clear explanation — turns a completed job into a lasting impression. It is also what gets you five-star reviews, referrals, and repeat business.

Too many electricians finish the work, test, slap the certificate on the worktop, and leave. That is a missed opportunity. A proper handover takes 30 to 60 minutes and includes documentation, demonstration, and a conversation about ongoing maintenance. It is billable time and it is time well spent.

This guide covers what you need to hand over for domestic and commercial projects, how to conduct a client walkthrough, and what warranty and aftercare to provide.

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02 · Project Guide

Documentation Checklist

Domestic Handover Checklist

  • Electrical Installation Certificate (EIC) or Minor Works Certificate
  • Schedule of test results
  • Circuit chart (labelled, inside consumer unit cover)
  • Manufacturer instructions for installed equipment
  • Photos of concealed cable routes
  • Written description of work carried out
  • Warranty statement
  • Building Regulations notification confirmation (from your CPS)
03 · Project Guide

Electrical Certificates: EIC, MEIWC, and EICR

EIC (Electrical Installation Certificate)

Required for all new installations and major alterations. Confirms the installation complies with BS 7671 at the time of completion. Must include full schedule of test results for every circuit. This is the certificate you issue for rewires, new circuits, consumer unit replacements, and other notifiable work.

MEIWC (Minor Works Certificate)

For minor additions or alterations to existing circuits — such as adding a socket to an existing ring final, replacing a light fitting, or adding an FCU. Does not require a full schedule of test results but must confirm the work complies with BS 7671 and includes relevant test results.

EICR (Electrical Installation Condition Report)

For inspection and testing of existing installations — no new work involved. Reports on the condition of the installation and identifies any defects. Required every 5 years for rental properties (England, from 2020). Recommended every 10 years for owner-occupied domestic and every 5 years for commercial.

04 · Project Guide

Operation and Maintenance Manuals

An O&M manual tells the building owner how to operate and maintain the electrical installation. For domestic work, a simple document is sufficient. For commercial work, it is a contractual and legal requirement.

Domestic O&M Contents (2 to 4 pages)

  • Description of the installation
  • How to reset the RCD and MCBs after a trip
  • How to test the RCD (press the test button monthly)
  • Smoke detector maintenance (test weekly, replace batteries annually)
  • When to schedule the next EICR
  • Signs of electrical faults to watch for
  • Your contact details for aftercare

Attach manufacturer data sheets for all installed equipment — consumer unit, smoke detectors, dimmer switches, timers, smart devices. Customers lose individual instruction leaflets; the O&M manual keeps everything in one place.

05 · Project Guide

As-Built Drawings and Cable Routes

As-built drawings show the installation as it was actually installed. For domestic work, this does not need to be a formal CAD drawing — photographs and a circuit schedule serve the same purpose.

Domestic: Photos

Photograph every cable route before it is concealed — in walls before plasterboard, under floors before boards go down, in the loft before insulation covers cables. Annotate the photos with circuit numbers. Share digitally with the customer (email or app) so they have a permanent record.

Commercial: Drawings

Update the original design drawings to show the installation as built. Mark all changes from the design in red (known as "red-line" drawings). Include: circuit routes, containment routes, distribution board locations, switch and socket positions, fire alarm and emergency lighting layouts. Submit in both PDF and editable format (DWG/DXF).

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06 · Project Guide

Client Walkthrough: Show, Explain, Impress

The client walkthrough is the most personal part of the handover. It is your chance to demonstrate the quality of your work, educate the customer, and leave a lasting positive impression.

Walkthrough Agenda (15 to 30 minutes)

1. Consumer unit — explain what each circuit controls, demonstrate RCD test button, show how to reset a tripped MCB or RCBO.
2. Smoke detection — test the system, show how to silence a false alarm, explain battery replacement if applicable.
3. Room-by-room tour — demonstrate switches, sockets, lighting controls, and any special features (dimmers, timers, outdoor lighting controls).
4. Smart devices and programmable controls — set up and demonstrate any smart thermostats, lighting controls, or automation.
5. Documentation handover — present the complete handover pack (EIC, O&M, photos, manufacturer instructions) and explain what each document is.
6. Aftercare — explain your warranty, when to schedule the next EICR, and how to contact you if there is a problem.
07 · Project Guide

Warranty and Aftercare

Standard Warranty Coverage

Workmanship (your installation)1 to 2 years
Consumer units (manufacturer)5 to 10 years
Wiring accessories (manufacturer)1 to 5 years
Smoke detectors (manufacturer)5 to 10 years
Cable (manufacturer)20 to 25+ years

Consumer rights: Under the Consumer Rights Act 2015 and the Limitation Act 1980, customers can claim for faulty workmanship for up to 6 years. Your formal warranty period does not limit their statutory rights. A clear warranty statement shows confidence in your work and sets expectations for what you will fix proactively versus what requires a formal claim.

08 · Project Guide

Commercial Project Handover

Commercial handover is more formal and documentation-heavy. The handover package typically includes:

  • EIC with full schedule of test results
  • O&M manual (comprehensive, with all manufacturer data)
  • As-built drawings (PDF and editable format)
  • Fire alarm commissioning certificate (BS 5839)
  • Emergency lighting commissioning certificate (BS 5266)
  • Health and safety file contributions
  • Warranties and guarantees
  • Spare parts schedule
  • Training records for client staff
  • Snagging list sign-off
09 · Project Guide

For Electricians: The Handover Is Part of the Job

Include handover time in your quote — it is billable work, not an afterthought. Budget 30 to 60 minutes for domestic and 2 to 4 hours for commercial. The handover is also when you collect final payment, ask for a review, and plant the seed for future work ("Your next EICR is due in 2031 — I will send you a reminder").

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