When does the closeout workflow start?
It can start when a job is marked complete, an invoice is sent, a payment is received, or the owner manually triggers it.
Job Closeout & Review Engine
Turn finished jobs into reviews, referrals, and cleaner follow-up.
Cliff Rock Labs builds a closeout workflow that helps contractors send timely thank-you messages, collect proof, request reviews, follow up on payments, and ask for referrals after the work is done.
Book a Contractor Workflow Call ↗The problem
The job is done, but the follow-through gets skipped.
After a crew finishes, owners move on to the next estimate, fire drill, or job site. That is when review requests, photo collection, final payment reminders, warranty notes, and referral asks often fall through the cracks.
Job Closeout & Review Engine gives every finished job a clear next step. It is for jobs that just wrapped up, not a catch-all reactivation campaign for old customers.
How it works
A simple closeout path after completion.
- Trigger: The workflow starts when a job is marked complete, an invoice is sent, payment arrives, or the owner starts it manually.
- Check: It can confirm whether the customer is satisfied or whether the owner should step in first.
- Follow up: Approved messages can handle thank-you notes, payment reminders, review requests, or referral asks.
- Collect: Photos, notes, review links, and customer feedback can be organized for future use, including marketing when the right approval or consent is in place.
- Remind: If a payment, review, or photo is missing, the workflow can nudge the right person.
What it can include
A cleaner finish for every job.
- Owner-approved thank-you messages
- Payment reminder timing and escalation rules
- Customer satisfaction check before public review asks
- Review request links for approved platforms
- Before-and-after photo collection reminders
- Referral ask messages for happy customers
- Internal closeout checklist reminders
- Owner alerts when a closeout needs judgment
Owner-control guardrail
Sensitive follow-up stays human when it should.
The workflow can pause if a customer is upset, a payment dispute appears, warranty language is needed, or a message could affect the relationship. You approve the words, timing, and escalation rules before they run.
Practical example
A bathroom remodel wraps up on Friday.
The customer receives a thank-you note and a short satisfaction check. Because they respond positively, the workflow sends the approved review link the next morning, asks for two final photos, and reminds the owner if the final payment is still open after the agreed window.
FAQ
Job Closeout & Review Engine questions
Will it ask unhappy customers for reviews?
It can be set to check for issues first and route unhappy customers back to the owner before any public review request goes out.
Can it collect before-and-after photos?
Yes. The workflow can remind the team or customer to share approved photos and keep them organized for future use, including marketing when the right approval or consent is in place.
Can messages use my company voice?
Yes. Thank-you notes, review requests, payment reminders, and referral asks are written in plain language you approve.
Is this the same as customer reactivation?
No. This workflow is for jobs that just finished. Organizing old customer files, past projects, and reactivation lists can be scoped as a separate project.
Finish the job cleanly
Make follow-up part of the job, not an afterthought.
Book a contractor workflow call and we will map what should happen after your jobs close and where a simple workflow can help.
Field notes, closeout actions, and follow-up reminders from this workflow can surface through the Contractor Command Center — a single Telegram thread for workflow decisions.
Book a Contractor Workflow Call ↗