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For Contractors

Documenting a build as you go

Record every appliance, system, and finish as you build.

Create a project for each build or renovation with New Project. As you install things, open the project and select Document Item to record each one — name, category, location, brand, model, serial number, install date, warranty expiration, and notes.

Documenting as you go means the record is complete by the time the homeowner moves in.

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