Purpose
The install team's process for properly closing out jobs in ServiceTitan after installation work is complete.
When to Use
At the end of every install job — single-day or final day of a multi-day project.
Procedure
Pre-Closeout Checks
Walk through the completed work with the lead tech — does everything meet Spartan quality standards?
Run functional tests on all installed equipment (water heater fires, no leaks, proper drainage, etc.).
For gas work: Complete CO testing and document results.
For water heater installs: Verify proper venting, expansion tank, drip pan, and code compliance.
Take final "after" photos of all completed work. Upload to ServiceTitan.Customer Walkthrough
Walk the customer through all completed work.
Show them how to operate any new equipment (water heater temperature adjustment, water softener settings, etc.).
Review the warranty — what's covered, how long, how to contact us.
Answer any questions.
Ask about their experience: "Is there anything else we can help with?"ServiceTitan Closeout
Complete all job notes: work performed, materials used, final condition.
Verify the invoice matches the approved scope (adjust for any change orders).
Process final payment.
Register warranties with manufacturers.
Schedule any required inspections through the office.
Close the job in ServiceTitan — don't leave it open.Post-Closeout
Clean up the work area completely — remove all Spartan materials and debris.
Confirm the customer is satisfied before leaving.
Leave Spartan business card and maintenance information.
Installation sticker on new equipment with date and service info.Important Notes
- A job isn't done until it's closed in ServiceTitan. Open jobs create downstream problems.
- Warranty registration must happen at install time — delayed registration may void coverage.
- Post-installation inspection scheduling is Spartan's responsibility, not the customer's.
- Quality closeout = fewer callbacks and happier customers.
Related SOPs
- Project Tracking for Multi-Day Jobs — tracking during the project
- Install Invoice & Payment Processing — payment process
- Quality Standards Checklist — quality verification
