Good job site notes record what was agreed, what you found, what you changed and what is left, written when it happens. Five minutes of notes can prevent hours of confusion and settle disputes.
What to write down
- Scope agreed and any changes
- Measurements and materials used
- Pre-existing damage
- Customer decisions and who made them
- Next steps
When to write
At the start (condition), during (changes) and at the end (summary). Don't wait until evening.
Where to keep notes
Keep them with the job record so you can find them later. HandyBook keeps job history with each customer; see CRM. Photos help; see photo tips.
Notes that protect you
Record changes in writing and ask the customer to confirm by text or signature. See digital signatures.
Build the habit
Use a standard template and a set time. See morning routine.
FAQ
What should a handyman write in job notes?
Scope, changes, measurements, materials, conditions found and next steps.
How long should notes be?
Short and specific is enough, as long as they are dated.
Do notes help in disputes?
Yes. Dated notes with photos are useful evidence.
Where should I store notes?
With the job record, backed up.