← All Features
Project Management

Project Closeouts

Structured job handoff with checklists, attachments, and a full export package.

Growth Feature

Close out jobs the right way — without chasing paperwork. Build reusable checklist templates by trade type, then instantiate them on any job with one click. Each item tracks completion status, accepts file attachments, and rolls up into a progress indicator so nothing slips through at handoff. Export the complete closeout package as a PDF or Excel report for the client or your records.

← Allowance Tracking Next: Client Portal →