Russel - did you steal my plastic paper trick?
I use that for many applications also.
As for your clients “invite”, the Important thing is to let your client know you are going to go over everything before you leave.
If they stop you, stop. If I cover it then, I don’t have to do it later. Does not really effect your time on site if you have a “system” like Russel has. Hopefully your are proficient enough not to get riled over a client’s question.
As for the phone thing; bluetooth and keep working.
If you talking with the client, have a message like Russel has.
At least, have a “call rejection message” on your phone that you can select. Not all, but many calls come in by a smart phone.
As for your friends and family; why are they in your business phone to start with?
Set the ringer on your phone for them if they are.
Reject their call if your in site of your client.
Most of my clients tell me to take the call. I never do though.