Easy Free 5 minutes
How to Capture Job Notes Using Voice-to-Text
Document jobs hands-free using your phone's voice features. No typing required.
What You'll Need
- A smartphone (iPhone or Android)
- The built-in notes or voice memo app
- 5 minutes to practice
Steps
1
Use voice-to-text in your notes app
The easiest way to capture notes hands-free.
- Open Notes (iPhone) or Google Keep (Android)
- Tap to create a new note
- Tap the microphone icon on your keyboard
- Speak your notes — it transcribes automatically
Tip: Say punctuation out loud: 'Replaced water heater PERIOD Customer happy PERIOD'
2
Try voice memos for longer notes
Record audio now, transcribe later.
- Open Voice Memos (iPhone) or Recorder (Android)
- Hit record and describe what you did
- Include: What was done, any issues found, recommendations
- Stop and save — transcribe later or keep the audio
3
Use Siri or Google Assistant
Create notes without even unlocking your phone.
- Say: 'Hey Siri, take a note' or 'OK Google, take a note'
- Dictate your job notes
- The note is saved automatically
- Review and organize later
Tip: Works great when your hands are dirty or full.
4
Try Otter.ai for automatic transcription
Free app that transcribes audio with high accuracy.
- Download Otter.ai (free on iPhone/Android)
- Create an account
- Hit record and speak your notes
- Otter transcribes automatically with timestamps
- Export or copy the text to your records
5
Create a job notes habit
Make voice notes part of your job completion routine.
- Before leaving each job: Take 60 seconds to record notes
- Include: What you did, what you found, what you recommend
- Take photos while you're talking
- This creates a complete job record
You're Done!
You can now document jobs hands-free! No more forgetting details or typing on a dirty phone.
Pro Tips
- • Voice notes + photos = bulletproof documentation for warranty claims or disputes
- • Review your voice notes weekly and add important info to your CRM
- • Some CRM apps (Jobber, HouseCall Pro) have built-in voice note features
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