Changing a management company without losing records

Read the current agreement before choosing an end date: notice, service scope, outstanding work and exit provisions. Check who can authorise the change and what is needed to record a valid decision.

Create an itemised handover list of contracts, warranties, receipts, balances, open faults and keys. Confirm every item instead of accepting a general statement that everything was delivered. Transfer access deliberately rather than sharing personal passwords.

On changeover, reconcile balances and assign every open task. Compare the new proposal on the same service brief. Free software does not cancel management fees or an existing contract; contractual disputes need professional review.