Complete or archive a project

When work is finished, publish a client handover and mark the project complete. Your client keeps the same portal link for their records.

Client handover

Open Client handover on the project. The packet includes only what you enter and the files you select. Private notes, contact details, and work sessions are left out.

1. Describe the completed work.
2. Add care and maintenance instructions.
3. Add warranty, exclusions, and who to contact.
4. Select up to 20 files. Check them for private information before you publish.
5. Tap Publish client handover. Later edits use Update client handover.

Your client can download a ZIP from the portal. If the packet is larger than 100 MB, they download the files individually instead. External videos stay as links. Share the portal link when you are ready—publishing does not send a message.

Before you complete

1. Upload final photos or PDFs clients should retain (final quote, condition report, training record, and so on).
2. Publish a last client update if the status or next visit should change.
3. 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

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Portal link retention

The same URL remains the client's shared record. Completing a project does not delete files or revoke the link.

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Notify your client

Share a final update message so they know the project is closed and where to find documents. See Notify your client.

Another job for the same client

Client history & repeat job lists earlier projects for that client. Starting another job reuses the contact details and job template. Scope, price, visits, and private notes start empty.

Related

• Update project status and progress
• Export a project backup for your own archive