Update your CRM from your truck.
Hold the mic. Talk for 30 seconds about the customer you just left. Clint transcribes, parses, and updates Workiz, ServiceTitan, Jobber, or Housecall Pro with the right notes against the right job.
Average voice note
Forms to fill out
Tap to record from iMessage
Of notes attached to the right job
Where it shows up.
Tech finishes a job.
Walking back to the truck, the tech holds down the mic and says: "Russo Properties, fixed the leak under the kitchen sink, found a slow drip on the upstairs valve, recommended replacement, customer wants a quote." Clint logs the visit, adds the upsell note to the customer record, drafts a quote.
Salesperson after a quote walk.
30-second voice note: "Met with Hendricks for the panel upgrade quote. They want financing. Compared us with one other bid. Decision in two weeks. Spouse is the decision-maker." Clint logs the deal stage, the competitor, and the timeline. Routes the financing offer.
Owner driving home.
Voice note from the truck: "Tomorrow morning, swap Carlos to the Davidson install. Mike's covering Reyes. Tell Bryan we need three more techs by July." Clint reschedules, texts the techs, and adds the hiring note.
How it works.
Record in iMessage.
Hold the mic in your text thread with Clint. Send the voice note. No app to open.
Clint transcribes and parses.
Names, jobs, deal stages, follow-ups, and financial figures all extracted. Mapped against the right CRM record.
Approval before write-back.
Clint texts back a one-line summary. You confirm or correct. Then the CRM update goes through.
The questions you should already be answering.
- How many voice notes did the team send last week?
- Did the CRM update for every voice note?
- Which techs are using voice notes most?
- What's the average time saved vs typing it in?