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David-Flintoff's avatar
David-Flintoff
Contributor 2
12 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 jobs in Jobber.

In many service workflows, essential details come up verbally:

- Notes after a customer conversation
- Follow-ups discussed on the phone
- Reminders during travel between jobs

These often get entered into the system later, which can lead to missed context or extra admin work at the end of the day.

One approach we’ve been exploring is using AI-powered voice input through tools like Gennie, where teams can speak notes or tasks and have them synced back into their existing systems while Jobber remains the system of record.

I’m interested to hear from others here:

- How do you currently capture job notes or follow-ups when typing isn’t convenient?
- Do you update everything in real time or batch it later?
- Would voice-based input be helpful in field operations, or does it create more overhead?

Looking forward to learning how others approach AI and operations in real-world home service workflows.

2 Replies

  • Voice to text on ChatGPT then it gives me back clean wording etc to copy and paste

    Audio notes in dropbox as well helps a lot

  • Hey David,

    I can't say much about field operations, but I know there are tools out there that people use when they do a lot of writing, they tend to use AI writing tools like WisprFlow or other alternatives. I believe it works on laptop but also mobile as well, so it makes it easier to track text using voice notes.