Keep one dependable record for the job.
Connect scope, versions, messages, milestones, money, evidence, and closeout instead of reconstructing the job later.
Direct answer
A complete project record shows what was agreed, what changed, what work was completed, what evidence supports it, and what payment status the platform actually recorded.
Four phases
How the workflow works.
- 01
Start with the controlling scope
Preserve the accepted estimate or opportunity scope and every approved version.
- 02
Attach operating activity
Keep messages, schedule, crew progress, documents, photos, and expenses tied to the project.
- 03
Preserve decisions
Record approvals, rejections, changes, completion notices, disputes, callbacks, and other material outcomes.
- 04
Close without inventing status
Use the actual work and payment state. Completed work does not automatically mean paid, transferred, or free of an open issue.
What stays in the record
- Scope and versions
- Messages, schedule, and evidence
- Approvals and changes
- Payment, payout, dispute, and closeout status
Related workflows
Take the workflow into your next job.
The operating details live in Completa Pro.