Practical guide
Closeout is where the field turns completed work into usable proof, clear office information, a polished client handoff, and a visible next move for billing.
From the technician's job screen
The technician files closeout from the job. Hours, crew count, scope changes, site notes, and completion photos stay attached to the job—not in a text message after the fact.
Record actual hours and number of technicians
Flag extra work or a return trip before billing moves ahead
Upload photo proof directly to the client gallery
26-1042 · Skyline Mall
☑ Work outside original scope
Upload completion photos
☑ Mark job complete
Submit CloseoutOne action, three clear handoffs
CrewCor separates operational detail from the client update, then makes the billing next step visible to the office.
Office · every closeout
The office summary is sent on every closeout—even progress updates.
Client · complete or return trip
Pricing, invoice notes, and office-only context never go to the client.
Office to-do · complete jobs
If billing needs a manual step, the job remains visible instead of being forgotten.
Office follow-up
✅ COMPLETE — Invoice Drafted
26-1042 · Skyline Mall · 7.5 hrs · 12 photos uploaded
Billing
Skyline Properties · PO-8812
Invoice notes: include additional west entrance panel labour.
Invoice job 26-1042
Office to-do · linked to the job
Close the loop deliberately
When a job is marked complete, CrewCor creates an invoice to-do linked to that job. With optional QuickBooks Online sync, an invoice can be drafted from the closeout; otherwise the office still has a clear reminder to invoice manually.
If a return trip is needed instead, billing waits and a separate billable-return-trip to-do is created, so the team can finish the work before invoicing.
A closeout checklist your team can use
Actual hours and crew count are recorded.
Photos are uploaded, provided live, or the exception is explained.
Extra scope and site notes are clear.
Complete or return-trip status is chosen deliberately.
The office has what it needs to invoice or schedule the next visit.
The client gets only the polished project information meant for them.
CrewCor keeps closeout from being the end of the job and turns it into a clean handoff to the people who need to act next.
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