
Tom Dadon
Aug 12, 2025
Summary: Clients don’t want a pile of PDFs. Give them one clean, branded link with everything: the walkthrough status, photos, payment summary, warranty text, and signatures.
Why owners love one‑link handover
Handover is usually scattered—email attachments, cloud folders, and texts. A Completion Page keeps everything in one place so clients can forward it to lenders, insurers, and facilities teams without asking you for missing pieces.
What’s on the page
Project info (client name, address, project manager)
Walkthrough status with Pass/Fail items and notes
Project photos grouped by checklist item
Payment summary with whether it’s paid in full
Warranty text and any custom terms
Signatures from both your team and the client
Optional review links (Google, etc.)
Branded with your logo and colors. Enterprise plans can use a custom domain for full white‑labeling.
How to use completion pages beyond handover
Reduce support calls: Link customers back to the page when they ask for warranty details.
Win referrals: Add a friendly review link and a referral note under the summary.
Sell future work: Include a short checklist for recommended maintenance with a “Request Service” link.
Standardize documentation: Share the link with subs and GCs so everyone is looking at the same record.
Building trust
Every page has a timestamped history and signatures.
Photos live with the checklist item they prove—no context lost.
Clients can access the link anytime; you can resend it with one tap.
Implementation in three steps
Branding: Upload your logo and set brand colors.
Defaults: Set your review links and default warranty template.
Workflow: Teach your team to finish the five‑minute closeout before leaving site; the page is created automatically.
Sample copy you can reuse
Email subject: “Your project is complete — photos & warranty inside.”
Email line: “Here’s one link with your final walkthrough, photos, payment note, warranty, and signatures. Save it for your records and share with anyone who needs it.”
Result
A single, professional page turns handover into a moment that builds trust and earns reviews—without extra admin work.