Keep progress and remaining work on the Project. Individual Visits record attendance and time; they do not need their own completion outcome or handover.
1. Record what happened
Open the Project’s Notes and add what was completed, what remains and anything the next person needs to know. Add supporting files where useful.
For example, record that the new valve is fitted and pressure-tested, but the heating-cycle check still needs doing.
2. Plan what remains
Use the Project’s Tasks checklist for short actions. Add another Visit when someone needs to return, with its own schedule and crew.
Use a Variation if the remaining work changes the agreement or price.
3. Hand over delivered work
Choose Complete work on the Project. Review the work description before saving the handover and collecting a signature. Follow the handover guide for the full sequence.
The final completion choice is separate from saving the handover. Leave the Project open when further work remains. Earlier saved handovers and signed descriptions remain part of its history.
Check the money separately
Saving a handover or marking the Project complete does not confirm payment. Review the Project’s Invoices and their remaining balances.