Between jobs
Prepare a job closeout pack
Collect the finished scope, photos, care notes and open items in one handoff draft.
Fictional example.
Separate done from open
Use a short completed list and a separate open list with a responsible person. Include only care instructions for products actually used on the job. If the model or finish is unclear, leave the document unassigned until the installer confirms it rather than sending the first manual found online.
Send the right set to the customer
Keep internal prices, supplier notes and private customer information outside the customer folder. Test shared links with the intended access before sending. CrewBuddy can prepare the index from supplied files or configured access. The owner decides when the actual job record is closed.
Connections: Google Drive, QuickBooks, Dropbox.
What you send
Approved scope, finish photos, manufacturer care notes, invoice status and remaining tasks.
What CrewBuddy prepares
A handoff index with completed work, open items, document links and a short customer note.
What to keep in mind
Do not mark the job complete while listed work is still open. Copy care instructions from the actual product source.