Who this is for: Managers | Part 1 of 2: Request a Review After a Completed Job →
💼 Why this matters
Closing a job properly takes about two minutes. Skipping it costs you months of accurate data. A job that stays “Active” forever inflates your open job count, muddies your pipeline, and means the financial record of that job is never finalized. Close it right, and everything — the margin, the actuals, the payment history — is locked in and ready for your year-end reports.
Before you close the job #
Before changing the status to Complete, do a quick check across three areas:
- Actuals tab — Are all costs logged? Labor hours, materials purchased, subcontractor invoices, permits, equipment — everything that went into the job should be in the Actuals tab before you close. Once you move on, these numbers are harder to reconstruct accurately.
- Invoices tab — Is every invoice marked as paid? Open the Invoices tab and confirm each invoice shows a status of Paid. If a final payment is still outstanding, send the payment link now and collect it before closing.
- Outcome section — Is the job tagged as Won in the Details tab? This feeds your win/loss data and close-rate metrics. If you haven’t tagged it yet, do it now while the job is still open.
Record final payment #
Open the Invoices tab on the job. Find the invoice for the final balance — it may be labeled Invoice, Final Invoice, or Progress Invoice depending on how you set it up. If the payment has already come in via Stripe, the invoice status updates automatically. If you collected payment by cash or check, open the invoice and mark it as Paid manually.
If you haven’t sent a final invoice yet, create one now from the Invoices tab and send the Stripe payment link before closing the job out.
Mark the job Complete #
Open the Details tab on the job. Find the Status picker and change it to Complete.
When the status changes to Complete, PriceRight Pro may prompt you to leave an App Store review — this is a one-time system prompt that helps support the app. It’s separate from the client review request you’ll send next.
The job is now closed. Its financial record — actuals, payments, margin — is finalized and feeds into your Business Metrics Dashboard and year-end reports. The job stays in your job list and can be opened for reference at any time, but it no longer appears as active work.
💡 Tip: If you use milestone invoicing — deposit, midpoint, and final — confirm all three are marked Paid in the Invoices tab before closing. The job’s total payment record is the sum of all invoices against it, not just the last one.
Next step
The job is closed. Now ask for the review while the work is still fresh in the client’s mind. Request a Review After a Completed Job →
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