Start with the agreement, not the collection
Record the work or service as a case and note the agreed amount, the primary entity and the start date. The goal is to have your own reference before questions arise.
Se o valor ainda não estiver fechado, marque-o como tal em vez de inventar um número. Um registo honesto é mais útil do que falsa precisão.
Record work and payments separately
Hours or days worked and payments received are different facts. Keeping them separate makes it easier to see what was performed and what is still outstanding.
Quando chega um pagamento parcial, registe-o como pagamento parcial. Não apague nem reescreva o histórico do trabalho já feito.
Keep documents and deadlines in the same context
Photos, files, notes and deadlines make more sense when they belong to the same case. That way, a future conversation does not start with a treasure hunt across messages, email, Photos and Files.
Create a minimal routine
At the end of each workday, take a minute to record the essentials: date, duration, description and any relevant payment or document. Consistency is worth more than a sophisticated system that is never updated.