Forum Discussion

Contributor 2

21 days ago

Using AI and Voice to Capture Job Notes and Follow-Ups in Real Time

Hi everyone, I wanted to start a discussion around how home service teams capture job notes, follow-ups, and action items during busy workdays, especially while on-site, on calls, or moving between...

client communications

customer service & experience

general contracting

property maintenance

reporting & business insights

Builder 1

8 days ago

We use Fireflies.ai. It is on our phone and as we step in to do a quote, walkthrough we hit record. It gives a great summary and because it is a transcript you can extract all types of information from it.