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A job is finished once the file proves the work, the final invoice is out, and someone in accounts receivable owns the balance.

A RocketLevel SOP for owners, project managers and the office, backed by decades of experience in the trade. About a 5-minute read. It follows the eight parts of Template: The One-Page SOP, so copy it and change the blanks to match your shop.

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Who this is for. Owners, project managers (PMs), crew leads on mitigation-only jobs, and whoever sends invoices. It picks up where The Final Walk and Punch List: Closing a Job So It Stays Closed leaves off, and on a rebuild it runs alongside stage 7 of The Reconstruction Handoff-to-Closeout Checklist.

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Set this before you use the SOP:

• Who closes the file (the seat):
• Who sends the final invoice and owns accounts receivable:
• Our completion event (equipment-off date on mitigation, signed certificate on a rebuild, or what our contract says):
• Our final-invoice target, if different from the 3 business days below:

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Why this exists

Every day between job complete and final invoice sent sits inside your own walls, and every missing photo or signature is a reason for the payer to send the invoice back. A fixed closeout gets the invoice out fast and paid on the first pass.

Who runs it, and when

Owner: the PM closes the file, or the crew lead on a mitigation-only job. The office sends the invoice and owns accounts receivable (AR) from there.

Starts: at the completion event you set above. Ends: when the final invoice is sent and the balance is on the AR aging with a payer contact and a follow-up date.

Target: final invoice out within 3 business days of completion. That is RocketLevel's working target, the same line as The Touchpoint Grading Sheet: Walk the Median Job and Grade It Against a Number, not a published benchmark. A lien or notice deadline that lands sooner always wins.

The steps

1. Record the completion date on the job card. It is the third of the five dates in Cycle Time: The Speed Metric Behind Cash and Capacity.
2. Check the photo set. Before, during and after for every room in the scope, plus equipment placement. The rooms in the photos match the rooms on the estimate.