Completing a project — the 4-step wizard
When a job is done, moving it to Complete status triggers a wizard that closes the job properly. Skipping this step is one of the most common mistakes painters make — and fixing it is one of the biggest wins you can get from Surfacely.
The 4 steps
- Variation warnings — if you have any draft or sent variations still open, Surfacely flags them. Close them first. (Auto-skipped if there are none.)
- Completion photos — attach up to 12 photos of the finished work. These are a marketing asset (before/after for socials) and a proof record (if a client ever questions the finish quality).
- Final invoice — Surfacely calculates the outstanding balance in $ and lets you issue the final invoice in the same action. Auto-skipped if everything is already paid.
- Review — confirms the changes. Hit Confirm and the wizard runs.
What happens after you confirm
- Project status flips to Complete
- Final invoice sends to the client if you created one
- A Day-0 thank-you email sends automatically
- The drip sequence is scheduled — Day 7 review request, Day 14 + 30 payment reminders if anything is outstanding
The drip is the whole point
Completion without follow-up is a wasted relationship. Surfacely's drip is a zero-effort way to:
- Say thank you (Day 0) — manners matter, clients remember
- Ask for a review (Day 7) — social proof is how future clients find you
- Nudge unpaid balances (Day 14, 30) — polite reminders recover money you've earned
Why it matters: clients who get a thank-you email refer you 3x more often than clients who don't. Clients who get a review request leave reviews. Clients who get payment nudges pay faster. All of it is automatic — you just have to click Complete.
Tip: you can disable the drip per-project if a client is sensitive (some commercial clients prefer quiet wrap-ups). The toggle is in the project hub. Org-wide settings live in Settings → Email preferences.