Maverick Performance Solutions

Opening training…

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C06 Sold to Closed Out

C06.12

Close the job out

Punch list signed, final invoice, sworn statement and waivers, then Complete and Closed Out. Retainage release is Eric's click and nobody else's.

  • Get the punch list signed by the right person and record it
  • Move the job to Complete, then Closed Out, and know what each gate needs
  • Know the six conditions that must all be true before retainage is released
The whole flow on one page
1Send for signatureRep2Log the PORep3Create Order BriefRep4Fast Fill: 4 datesRep5Submit briefRep6APPROVE briefAdminreleases WO + scratch + deposit7Create Work OrderRep/Admin8Fill WO in the appCrew/PM9Send Work OrderAdmin10Deposit invoiceAdmin11Progress + payoutsAdmin12Close outPM/AdminNo brief is ever created automatically · every brief needs admin approval · retainage release is Eric onlyBlue = rep · Navy = admin · Green = crew / PM · Plum = closeout. The navy gate at step 6 is what releases everything after it.Steps 1–9 live in CRM, the Fast Fill page and the Work Order app. Steps 10–12 all happen in the Completion Form.

Closing out, in order

  1. 01
    Walk the punch list

    Use Site Visit / Punch List in the /assess/ app. It produces a PDF and attaches it to the existing Opportunity.

  2. 02
    Get it signed

    The signer must be the Owner or the GC. Record the date, who signed, and which of the two roles they are — the Completion Form refuses anything else.

  3. 03
    Finish the billing

    Record the remaining square feet installed. The job cannot be marked Complete below 100%.

  4. 04
    Mark the job Complete

    On Dates & Closeout, after the actual completion date is entered.

  5. 05
    Final invoice, sworn statement and waivers

    The final invoice goes out from the Completion Form. The sworn statement wording is verbatim to Michigan statute, and waivers are tracked per invoice on the Closeout Docs tab.

  6. 06
    Mark the Work Order Completed

    In CRM. Retainage release checks this.

  7. 07
    Mark the job Closed Out

    Once the punch list is recorded and no pay application is still in Draft.

The status gates, exactly as the system checks them

Moving toWhat must be true
In ProgressThe job is Approved, Released to Ops or Material Ordered. Eric can also bring it back from Complete.
CompleteA schedule of values exists; the schedule shows 100% complete (enter the remaining square feet first); the actual completion date is entered.
Closed OutThe job is Complete; the punch list sign-off is recorded; no pay application is still in Draft.

Takeaways

  • The punch list must be signed by the Owner or the GC — no other role is accepted.
  • Complete needs a schedule of values, 100% recorded, and an actual completion date. Closed Out needs the punch list and no Draft pay applications.
  • Only Eric releases subcontractor retainage, and only when all six gates are met.
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