Who this is for: Managers
📋 The PriceRight Pro Business Cycle — 7-Part Guide
- Part 1: The PriceRight Pro Business Cycle — Start Here
- Part 2: Find and Track Your Prospects
- Part 3: Build an Estimate That Wins Jobs
- Part 4: Present, Sign, and Collect a Deposit
- Part 5: Invoice, Get Paid, and Manage the Job
- Part 6: Close the Job and Ask for a Review — You are here
- Part 7: How PriceRight Pro Sets You Up for Tax Season
💼 Why this matters
Most contractors finish a job and move straight to the next one. The paperwork gets cleaned up later — or it doesn’t. The review request never goes out because the moment passed. Stage 8 takes about two minutes, and it closes the loop on everything: the financial record, the client relationship, and the reputation that generates the next job. Skipping it is where small businesses quietly leave money and growth on the table.
Stage 8 is the completion stage — the two actions that turn a finished job into a closed record and a future referral source. Mark the job done. Ask for the review. Everything else happens automatically.
Close the job #
When the work is done, you mark the job complete in PriceRight Pro. Before you do, it’s worth a 60-second check: is final payment recorded? Are actuals logged — the materials you bought, the hours your crew worked, any subcontractor invoices? Those numbers are your real margin on this job. Once the job is closed, that data feeds your Business Metrics Dashboard and becomes part of the cost history that makes future estimates more accurate.
Record the final payment — or confirm the milestone balance is settled — and mark the job as complete. The job status updates, the record closes, and the financial data is locked in. If you haven’t already sent the final invoice, this is the moment to do it.
Ask for the review — now, not later #
The best time to ask a client for a review is when the job is fresh and they’re happy with the outcome. PriceRight Pro makes it one tap from the closed job. Choose the platform — Google, Facebook, or Yelp — and send the review request directly from the app. The client gets a link straight to your review page with no searching required on their end.
For jobs where you’d rather let the PDF do the asking, your invoice can include a Review QR code that goes out with the document. The client scans it and lands on your review page. Either way, the ask happens at the highest-intent moment in the relationship — right after you delivered good work.
What Stage 8 feeds downstream #
Closing a job correctly does more than clean up the record. Every closed job updates your win/loss data — your close rate, your average deal value, and your revenue trend in the Business Metrics Dashboard. After enough closed jobs, those numbers start surfacing patterns: which job types are most profitable, which lead sources convert best, how your average margin has shifted over time.
And every closed sale, every expense logged, every mile tracked across Stages 6 and 7 is now part of your tax record. Stage 9 is where that record becomes a report. That’s covered in the final part of this guide.
📱 In Your Day: You wrap the job, record the final payment, tap the review request before you back out of the driveway, and the client gets the Google link before you reach the highway. Full scenario →
🚀 Smart Business Tip
Most contractors who don’t get reviews aren’t delivering bad work — they’re asking too late. A review request sent three days after the job gets a fraction of the response rate of one sent the same day. The job is still in the client’s head. The satisfaction is still there. One tap from the closed job record, and you’ve done what most of your competitors won’t.
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