One walk, one link — no app for your client

Most tradies already have a phone, a site walk, and a clear explanation of what matters. The update falls apart when those pieces go out separately. Texting photos scatters context. Voice notes are hard to skim. Long emails get ignored.

A walkthrough puts your narration, the path through the job, and snapshots at the moments that need emphasis into one record the client can watch.

Walkflow supports two capture styles for the same outcome:

Both publish to the same client link format. Choose before you start recording; you can switch on the mode picker until capture begins. See when to use photo + speech vs video.

Why clients ignore photo dumps

When you text twelve photos from a switchboard upgrade or a rough-in inspection, your client has to guess:

• Which photo came first
• What you were pointing at
• What decision they need to make
• What happens next

Approvals slow down, the job gets rework, and you repeat the same explanation on a follow-up call.

A walkthrough keeps the video and the snapshots tied to what you said.

The workflow: walk, talk, capture, share

This works on most residential and light commercial jobs.

1. Walk the site with intent

Before you hit record, decide what the client needs to understand:

• Pre-start: scope, access constraints, assumptions
• Progress: what is done, what is next, what changed
• Snag / handover: outstanding items, compliance notes, client sign-off points

Keep it to a guided tour with a clear outcome.

2. Talk like you are on site together

Narrate as if the client is walking beside you:

• Name locations ("switchboard wall", "wet area rough-in", "roof penetration")
• Call out decisions ("we can route conduit here or chase the wall")
• Flag risks and trade-offs ("this will add a day if we wait on the slab cure")

Short, direct sentences work best. Clients skim on mobile.

3. Capture snapshots at decision points

Pause your narration at key moments and capture snapshots for:

• Before / after comparisons
• Defects or variations
• Measurements and clearances
• Items that need client approval

Snapshots give clients a scannable set of anchors inside the longer recording.

4. Review before you share

Before sending anything client-facing, check:

• Title reflects the job and purpose ("Level 1 rough-in progress", "Pre-start walkthrough: kitchen rewire")
• Thumbnail represents the main story
• Snapshots still match what you said on the timeline

A two-minute review prevents the "wrong photo / wrong room" problem.

5. Share one link

Send a single link your client opens on any device. They do not need an app install, a login, or a file download to understand the job. They can watch it when they have time.

What to include in common job updates

Keep each walkthrough focused. If the story splits into two decisions, send two walkthroughs with clear titles.

How Walkflow fits this workflow

Walkflow is for the site walk. A generic video host or a photo album is a different job.

You record on site (video or photo + speech), capture snapshots along the way, and share a client link. Walkflow writes the transcript, chapters, snapshot captions, and summary. From that record you can pick documents, such as a scope of work, quote items, or a client update, review the draft, and include them on the same link. Generated documents come with the subscription.

If you are comparing tools, see Walkflow vs Loom for job walkthroughs or our trade-specific guide for electricians.

Quick checklist before you hit send

1. Title names the job and update type
2. First 30 seconds state the purpose
3. Snapshots cover every decision or defect you mention
4. You stated next steps and who owns them
5. Link opens cleanly on mobile

You do not have to rebuild the same explanation on the next job.