Keep one list, not a thread
- Write each item as one short line: what, and where. "Touch up paint, hall, left of the door."
- Add a photo when words are not enough. A picture ends the argument about which wall.
- Let the client add items to the same list, not to a text thread you scroll through later.
- Close an item only when it is done, and say so on the list.
Agree on the list before the final payment
Walk the job together once. Whatever is on the list at the end of the walk is the whole list. New wishes become a change order, not a new punch item.
How it works in WorkTime CRM
Put the items on the job under Work → Tasks of the project. A task with a date also lands on the projects calendar.
The client opens the project's portal link and finds a "✅ To-Do" tab with the same tasks. They read in English, whatever language you wrote them in. The price and the assignee are never shown. Your own project notes stay private, and the 👁 eye on a task row hides that task from the client.
Under a task the client can write a correction or attach a photo. You get a ping, the task shows a 💬, and the Work tab carries a red count of the new ones. Your reply there reaches the client in English. Alerts also sit on the notifications page.
One habit that makes it work
At the walk-through, say: "Anything else you see, put it on the to-do page, not in a text." Then answer there too, so the list stays the one place.
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