Customers
Site Survey Notes
Notes from the visit to show on the estimate, from voice notes or typed.
Where and How
Site Survey Notes
Customers › Estimates › Estimate › Extras
Notes from the visit to show on the estimate, from voice notes or typed.
What It Does
Turns picked voice notes into a summary or full notes for the customer.
What It Changes
Only what you keep here shows on the estimate. Trim anything the customer shouldn't see.
How to Use
- Pick the voice notes and click Use Picked Notes.
- Trim the words.
- Choose summary or full notes.
From the same help as the card in the app.