Key and Home Access Handoff Checklist

Builds a written checklist for every key, code, or other way into a client's home.

Pet sittingPets✓ Checkedv1.0

Before and after

BEFORE · what the owner typed

Need a key sheet for Claudia Olsen, 6194 Lynnwick St, Dawnhurst. Northwick Pet Care is doing her 2 cats and a bearded dragon named Ignatius while she's away, Mar 14 to Mar 21. She gave Colette Phan (our sitter) a brass front door key with a green tag, handed over in person Mar 10 around 4pm at our office. Also a garage keypad code, she texted it to Colette, I think. Colette will use the side garage door, not the front, after 6pm because of the neighbor's dog. Alarm is on, Claudia said the code is 4 digits and she'd tell Colette by phone. Key goes back to Claudia in person on Mar 22 at the office. Backup sitter is Cyrus Serrano, he's covering Mar 17 only because Colette has a day off, he'll pick up the key from Colette at the office that morning. No copies made as far as I know. Claudia's number is 402-555-0128. Our office is 402-555-0129.

AFTER · what the skill produced

Key and Home Access Handoff Checklist
Northwick Pet Care
Client: Claudia Olsen, 6194 Lynnwick St, Dawnhurst
Booking: Mar 14 to Mar 21
Pets: 2 cats and a bearded dragon named Ignatius
Client phone: 402-555-0128
Office phone: 402-555-0129

Access items

Front door key (brass, green tag)

Opens: front door
Given by: Claudia Olsen
Received by: Colette Phan
When and how: Mar 10, around 4pm, in person at our office
Return plan: Colette returns it to Claudia Olsen in person at our office on Mar 22
Backup holder: Cyrus Serrano, Mar 17 only. He picks it up from Colette at our office that morning.

Garage keypad code

Opens: side garage door
Given by: Claudia Olsen
Received by: Colette Phan
When and how: sent by text (date and time to be confirmed)
Code is not written on this sheet. Code shared separately.
Return plan: not given (see questions)

Alarm code

Opens: alarm system (no steps beyond the code were given)
Given by: Claudia Olsen
Received by: Colette Phan
When and how: by phone (date and time to be confirmed)
Code is not written on this sheet. Code shared separately.
Return plan: not given (see questions)
Backup holder: Cyrus Serrano, Mar 17 only, if needed (to be confirmed, see questions)

Spare keys and copies
No copies made, as far as the owner knows. To be confirmed with Claudia Olsen.

Client access rules

Colette Phan uses the side garage door, not the front door, after 6pm because of the neighbor's dog.
The alarm is on during the booking.

If something goes wrong

Call the office at 402-555-0129.
Call Claudia Olsen at 402-555-0128.
If a lock, keypad, or alarm needs repair or reprogramming, a licensed locksmith or the alarm company should handle it.
No other procedures were given by the client.

Sign-off
Client confirms this list is correct: ______________ Date: ______
Sitter (Colette Phan): ______________ Date: ______

Questions for the owner

On what date was the garage code texted, and should it be changed or removed after Mar 21?
What is the return or removal plan for the garage code and the alarm code (who, to whom, by when, and how)?
On what date and at what time did Claudia Olsen give Colette Phan the alarm code by phone?
Does Cyrus Serrano need the garage code and alarm code for Mar 17? If yes, how will Claudia Olsen share them?
How and when does Cyrus Serrano hand the key back to Colette Phan after Mar 17?
Was the key sheet confirmed with Claudia Olsen that no copies exist?

What it does

Builds a written checklist for every key, code, or other way into a client's home. It records who has what, when it was handed over, and when it must come back, so nothing gets lost or left with the wrong person.

Use it when: Use when a pet sitting business needs to record, confirm, or hand off a client's house key, door code, garage opener, alarm, or other home access details, such as "log the key for this client," "make a key handoff sheet," or "who has the keys for this job."