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Complete or archive a project
Final files, terminal status, and keeping the portal link alive.
When work is finished, mark the project complete so your workflow reflects reality while the client keeps the same portal link for their records.
Before you complete
- Upload final photos or PDFs clients should retain (final quote, condition report, training record, etc.).
- Post an optional final timeline update with handover notes.
- Confirm customer-visible summary fields read correctly on the portal.
Set terminal status
Open the status picker and choose the finished state for that program:
- Field trades — Completed
- Restoration Tracker — Completed
- Recovery Path — Completed
- Heirloom Build — Completed
- Checkride Ready — Passed / complete
- Pup Progress — Graduated
iOS screenshot
Capture project detail with terminal status selected (e.g. Completed) and status badge visible.
Portal link retention
The same URL remains the client's durable read-only record. Completing a project does not delete files or revoke the link.
Portal screenshot
Capture client portal for a completed project: terminal status badge, final files list, timeline. Desktop browser.
Notify your client
Share a final update message so they know the project is closed and where to find documents. See Notify your client.
Related
- Update project status and progress
- Export a project backup for your own archive
Still stuck?
Browse more topics on the help center or email info@handysuite.pro. For account and product questions, see Contact support.