Complete delivered work from the Project. The saved handover and signature belong to the Project, even when delivery took several Visits.
1. Open completion
Open the Project and use its status control to choose Completed. This opens the handover flow. Review Work completed, add any optional Handover notes and inspect the supporting evidence.
Add handover photos in the flow and wait for uploads to finish. Choose Complete work to save the reviewed handover.
2. Sign with the Customer
Show the saved work to the Customer. Check Your name, collect their drawn signature and choose Save Customer Sign-off.
Use Back if the work description needs correcting before signing. An unsaved signature is cleared when you return to change the handover; earlier saved versions remain unchanged.
3. Continue without signing now
Choose Sign later when the Customer will sign another time. Return to the Project’s Completion and Customer sign-off and use Get sign-off on the current unsigned handover.
Choose No signature obtained when you want to record that outcome. Select Customer not present, Customer declined to sign or Other reason, add an optional note and choose Record and continue.
4. Review the Invoice
In the Invoice stage, choose Prepare final Invoice. This opens the Project’s Invoice for review. Check its charges, earlier Invoices, deposits and Customer details.
The phone editor can edit charges but cannot remove an existing line. If you need to leave a charge or Variation off, open the saved draft in the browser and edit the Invoice before issuing it. Omitting a Variation requires no reason or extra confirmation.
Choose Issue and Send Invoice, or Issue Invoice when no recipient email is set. Review the confirmation and wait for the result, then choose Continue to payment.
5. Check payment
The payment step shows the remaining balance and available payment link. Use the QR code or Open payment page, then wait for payment confirmation. Choose Customer will pay later to leave the balance outstanding.
A signature, issued Invoice and payment are separate records.
If the connection fails
Keep the flow open and use Try again for the interrupted action. Check the saved handover and Invoice before repeating anything. Retry failed photos from their existing upload controls.
The browser has a different set of handover stages. Follow the web handover guide when using it.