How to keep a simple customer notes habit
Small notes that make the next visit smoother.
- Write notes right after the visit. Do it in the truck, before the next job. Memory fades fast.
- Record the practical things. Gate codes, where the shutoff is, the dog's name, preferred contact method.
- Record equipment details. Make, model, age and any work you did.
- Keep personal notes polite. Assume the customer could read anything you write.
Common questions
How long should a note be?
Two or three lines is plenty if it is specific.
Where should notes live?
On the customer or job record, so the whole team sees them.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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