Voice Job Notes

    I don't want to forget what the customer told me.

    Tap the microphone and talk. Every promise, measurement, and customer request becomes part of the permanent job record.

    TL;DR

    Tap the microphone and talk. Every promise, measurement, and customer request becomes part of the permanent job record.

    Best for
    • Roofing companies
    • HVAC companies
    • Plumbing companies
    • Electricians
    • Landscapers
    • General contractors
    You'll find
    • How the feature works
    • Who it's built for
    • How it connects to the rest of URBLD
    • FAQs and related pages
    Why URBLD
    • One connected record across CRM, jobs, and billing
    • AI receptionist and follow-up built in
    • Field, office, and AI on the same thread
    • Trade-specific workflows, not a generic CRM
    • E-signature, PDF, and payments included
    • Replaces 6+ disconnected tools

    What are Voice Job Notes?

    Voice Job Notes are spoken notes that become part of the permanent job record. Instead of writing on paper or trying to remember conversations later, technicians tap the microphone and speak naturally — every promise, measurement, and customer request is transcribed onto the same record as the photos, the customer, the estimate, and the invoice.

    Walk the property. Talk normally. URBLD writes it down.

    Open the job, hit the mic, and describe what you see. Voice converts to text directly on the job record — no clipboard, no second app, no re-typing at the office.

    1 of 3

    ID-1042 — Santos Roof Replacement

    Site visit · 412 Maple Ave

    Recording

    Walked the property with Mrs. Santos.

    Three-tab shingles, approx 22 squares, 8/12 pitch.

    Two skylights on south slope, both leaking at flashing.

    Gutters sagging on rear elevation — needs replacement.

    Customer wants estimate by Friday. Budget around 14k.

    …customer mentioned insurance claim from last storm

    Voice → Text Attached to ID-1042 Saved

    Why contractors use Voice Job Notes

    Instead of writing notes on paper or trying to remember conversations later, technicians simply tap the microphone and speak naturally. Every promise, measurement, and customer request becomes part of the permanent job record.

    Reduces disputes

    Customer, three weeks later

    "I never asked for that."

    Voice note on the job record

    "Customer approved replacing expansion tank." — captured on site, timestamped.

    Verbal approvals, change requests, and site conditions stop being memory and start being record.

    Real Results

    15–30 min

    Saved per site visit

    Voice → Text

    On-device dictation

    1 record

    Notes, photos, estimate

    0 re-entry

    Nothing typed twice

    Frequently Asked Questions

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