Completa Pro workflow
Run the job through visible milestones.
Break the approved job into understandable stages with work expectations, evidence, status, and payment context.
Direct answer
Milestones make progress reviewable: each stage should say what work belongs there, what completion evidence is expected, and what happens next.
Four phases
How the workflow works.
- 01
Sequence the work
Create stages that follow the actual operating order rather than arbitrary percentages.
- 02
Define completion
Describe the tasks, deliverables, inspection points, photos, or documents expected for the stage.
- 03
Keep status current
Record scheduling, crew activity, progress, blockers, completion notice, and customer review in the same job.
- 04
Close with evidence
Attach the proof and decision that explain why the milestone advanced or remained open.
What stays in the record
- Milestone scope
- Schedule and status
- Completion evidence
- Approval and payment status
Related workflows
Completed-work proofCollect the photos, documents, milestone evidence, approvals, and final status that explain how the job ended.Payments & payoutsKeep customer payment, fees, milestone release, reserves, adjustments, and contractor payout status distinct and traceable.Client communicationUse project messages to preserve decisions, questions, access details, progress, and next steps with the work they affect.
Take the workflow into your next job.
The operating details live in Completa Pro.