---
title: "SOP: Project Closeout Checklist"
description: SOP checklist for closing out a Sitemetric project, including notifying Customer Success and Accounting, removing equipment, and marking it complete.
---
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# SOP: Project Closeout Checklist
## Checklist for notifying Success/Accounting, marking a project complete, and disabling integrations
> **Purpose:** Steps to complete before marking a project as complete in Sitemetric.
---
## 1. Notify Customer Success & Accounting/Billing (incl. Equipment Removal)
- Forward the closeout request (or create a new email) to [\*\*success@sitemetric.com\*\*](mailto:success@sitemetric.com)
- Success coordinates with Billing and the field tech to uninstall equipment
- Confirm the field tech is aware that equipment needs to be uninstalled from the project
- **Do not** include Accounting or Success on emails with the customer — just forward the request internally
**Include in the email:**
- Project name
- Project end date
- Customer contact
- Any other relevant closeout context
> A standardized form/template will be drafted to streamline submissions to [success@sitemetric.com](mailto:success@sitemetric.com). **Subject line tip:** Make the header clear at a glance so the request is easy to identify (e.g., `Project Closeout Request – [Project Name] – [End Date]`).
> Success \*should\* notify Support when all prerequisites to marking a site complete have been done.
## 2. Mark Project Complete in Admin
- Support marks the project as **Complete** in the Sitemetric admin
## 3. Turn Off Integrations
- Support disables any active integrations tied to the project
## 4. Project Summary Report (Optional)
- Support may provide a one-time project summary report to the customer if applicable
---
## Notes
- **Owner:** \*Add SOP owner\*
- **Last updated:** \*Add date\*
- This is a living document — flag gaps or suggest improvements as the process evolves.
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