Property Management Takeover Checklist & Handback Kit – Accounts, Keys, Inventory, Cleaners, Pricing, 30-Day Plan, Word, No Canva

Listing Takeover and Handback Checklist is an editable Word kit for co-hosts, property managers and owners who take over a running vacation-rental listing, or hand one back when the contract ends. It walks all three parties through accounts and access, a room-by-room walkthrough, cleaners, guest messages, pricing, upcoming bookings, a 30-day plan and a full handback, with check-off tables, sample numbers that add up and two sign-off pages. Every page is written out in full for a sample townhouse, so you edit a few details instead of starting from a blank page.

No Canva needed. Open the .docx in Microsoft Word, Google Docs (free) or Pages, replace the [bracketed] text, check off the boxes and print or export the pages. Letter and A4 versions are both included.

This is a template only, not legal, tax or financial advice. Have a local professional review it before use. Account access, data privacy and co-hosting rules differ by platform and place. The kit tells you never to write passwords in the document: keep credentials in your own password manager.

What is inside

• Cover with a legal box, contents with page numbers and a how-to-use page
• 1. Takeover Overview & Timeline: details, a who-does-what table, ground rules and a 15-step timeline from signing to the first review
• 2. Accounts & Access: 17 access items for platforms, calendar sync, tools, smart locks, WiFi, cameras and noise monitors, utilities, insurance and permits, permission levels, a new-code table and a credentials rule
• 3. Property & Inventory Walkthrough: room-by-room condition tables, photos taken, linen counts with totals, supply par levels and a known issues list
• 4. Operations Transfer: cleaners and vendors, message templates, listing and house rules review, photo refresh decision, pricing and minimum stays, an upcoming bookings table with totals, review responses and owner reporting, then a takeover sign-off page
• 5. First 30 Days Plan: a week-by-week observe, fix and improve plan, baseline KPIs for occupancy, rate, rating and response time, a checklist and a day 30 review
• 6. Handback Checklist: 35 items for access, money, keys, bookings, vendors and records, an 11-step timeline, a final statement that adds up and a handback sign-off page

Files you receive

• Listing-Takeover-and-Handback-Checklist-Letter.docx and Listing-Takeover-and-Handback-Checklist-A4.docx - editable Word files
• Listing-Takeover-and-Handback-Checklist-Letter.pdf and Listing-Takeover-and-Handback-Checklist-A4.pdf - print-ready versions
• START-HERE-How-to-Edit.pdf - editing guide for Word, Google Docs and Pages

How it works

1. Download the ZIP right after checkout.
2. Open the Letter or A4 .docx in Word, or upload it to Google Drive and open it with Google Docs.
3. Replace the sample townhouse details with your own and share a copy with every party.
4. Follow the timeline, check off the boxes, and sign the takeover and handback pages.

FAQ

Do I need Canva? No. It is a normal Word file that works offline.

Is this a contract? No. It is an operations checklist. Use it with your own co-hosting agreement and have a local professional review both.

Can I use it for a new listing? It is built for a listing that already has bookings, reviews and vendors. A new listing needs a launch plan instead.

Where do I write passwords? Nowhere in this file. It tells you to keep credentials in a password manager and to write only where they live.

Will it print on A4? Yes. The A4 file is formatted for A4 paper and the Letter file for US Letter paper.

License: personal and single-business use for your own rentals. Please do not resell or redistribute the files. Airbnb, VRBO and Booking.com are trademarks of their respective owners; this product is not affiliated with or endorsed by them.