Keep an independent record
Client tools can change, accounts can be closed and conversations can become scattered. Your own record helps preserve continuity around dates, work performed and payments.
Record facts, not conclusions
Prefer “4 hours on site, installation review, photo attached” to statements such as “client breached the agreement”. Earnt is an organization tool, not a system that determines legal responsibility.
Use deadlines for what actually needs follow-up
Delivery dates, expected responses, payments or meetings can be recorded as deadlines. Local reminders help you avoid relying only on a mental calendar.
Share a concise summary when needed
When you need to send context to someone else, an organized export is easier to read than dozens of screenshots and unordered messages.