Office Opening/Closing Checklist

Ensure a smooth and successful real estate office opening or closing! Our comprehensive checklist covers everything from security & utilities to marketing & client communication - minimize stress and maximize efficiency. Download now for a seamless transition!

This Template was installed 2 times.

Pre-Opening Tasks (If Opening)

1 of 7

Tasks to be completed *before* the office officially opens.

Target Opening Date

Initial Office Layout Plan Description

Number of Desks/Workstations Prepared

Lease Agreement (Uploaded Copy)

Security System Type

Internet Service Provider Confirmed?

Key Distribution Plan (Who has keys, and for what purpose)

Daily Opening Procedures

2 of 7

Tasks to be performed each morning when opening the office.

Opening Time

Alarm System Status

HVAC System Status

Thermostat Setting (Morning)

Lights Check

Brief Note on Office Condition

Mail/Deliveries Check

Review Security Camera Footage (If Applicable)

Daily Closing Procedures

3 of 7

Tasks to be performed each evening when closing the office.

Closing Time Recorded

Any Unusual Events/Issues Noted

Cash Drawer Count (If Applicable)

Security System Armed?

Lights Status

HVAC System Status

Photo of Secure Area (if applicable)

Notes on Leaving Appliances On (e.g., coffee machine)

Weekly Maintenance & Security

4 of 7

Tasks to be performed weekly to ensure ongoing office health.

Check HVAC Filter Condition (Rating 1-5, 5=New)

Security System Status

Inspect Exterior Lighting

Notes on any security concerns observed

Photos of any visible damage (e.g., broken windows)

Check Fire Extinguishers – Visual Inspection

Check Thermostat Settings (Desired Temperature)

Monthly/Quarterly Review

5 of 7

Larger-scale tasks to be completed less frequently.

Last HVAC System Servicing

Meter Readings (Electricity, Water, Gas)

Summary of any Security Incidents (if applicable)

Office Cleaning Contract Review

Copy of Fire Safety Inspection Report

Summary of Staff Feedback Regarding Office Conditions/Maintenance

Review of Insurance Policies (Liability, Property)

Emergency Procedures

6 of 7

Critical protocols for handling unexpected situations.

Fire Evacuation Plan Review & Familiarization

Emergency Contact Person (On-Site)

Emergency Contact Person (Off-Site)

Last Fire Extinguisher Inspection Date

Scheduled Fire Alarm System Test Date

Procedure for Reporting Suspicious Activity

First Aid Kit Inspection Status

Technology & Systems

7 of 7

Specific checks related to technology and operational systems.

Server Room Temperature (Celsius)

Network Switch Power Consumption (Watts)

Security System Status

Phone System Functionality

Last Data Backup Date

Scheduled System Maintenance Time

Notes on System Performance/Issues

Screenshot of Network Activity

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