Use dated notes and photos with customer permission. Record existing damage and work outside scope before starting. At completion, document tests or measurements and explain any remaining issues or recommended next steps.
Record the condition relevant to the agreed work, the steps completed, parts or materials used, and any remaining issue or recommendation. Take images only when useful and authorised, and store them with access limited to the people handling the job. Keep timestamps and customer approval for scope changes. A clear record helps explain a later question without publishing private property or account information.
Keep original files in a restricted job folder and share only the relevant report with the customer.
Separate evidence needed for the customer from internal notes and retain only what the job requires. Ask before taking photographs in a home or business and avoid recording people in the background. Link the record to the approved quote so a later reviewer can distinguish original scope from an authorised variation.
Store records securely and only as long as needed under your policies. Use a KobStore page to present the service clearly; create one and keep job records private.
