• Open a client to see their property address, contact info, and any special landscape notes.
• Use Requests to log anything you notice on site (beds that need work, shrubs to trim, mulch needs, drainage issues, etc.).
• If a homeowner asks for more work, add a Request with what they said so the office can follow up.
• Jobs show approved landscape work tied to that property so you know what’s already on deck.

Rule of thumb: if it might matter later, make a Request for it.