For me it was the field work first — and the easiest way I found to document it was through a Jobber job form attached to every visit. It's basically a custom job completion checklist your create to make sure things aren't missed.
You build it once, it shows up on every job. Mine includes a weather screenshot upload, a dropdown of every chemical I use with concentration and rate pre-filled, a fertilizer checkbox, completion photos of the front and back of the property, and photos of any existing damage. If a client ever claims I killed their plants, I have photos showing it was already like that when I arrived.
Clients can see everything through the Jobber client hub — what was applied, photos, all of it. They get notified before the treatment and when it's complete. I don't send manual updates anymore, unless it's something important.
Doesn't take long to set up and it runs on every job automatically. Start there.
