Notes & Tasks

Contractor Notes & Tasks That Drive the Next Job

Attach notes, to-do lists, and photos to every prospect. When you're ready to quote, one tap sends your notes to the AI - and it writes the estimate for you.

Voice & text notes To-do checklists Google or Zoho Calendar sync AI estimate import
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MY NOTES & TASKS 3 clients · 5 open tasks All Due Johnson Roof Repair 3 notes · 2 tasks ✓ Get measurements Order shingles - due Thu "Needs 30-yr architectural, ridge cap damaged" Garcia Fence Install 2 notes · 1 task Schedule subcontractor - due Mon "6ft cedar privacy, 120 linear ft, gate x2" Use for Estimate Patel Kitchen Remodel CUSTOMER NOTE · Added on acceptance ✓ "Please use matte finish, not gloss. Entry..." 5 Open Tasks 3 Due This Week 📅 Cal Synced

Notes and task workflow in one view

Keep prospect notes, customer notes, AI estimate notes, calendar due dates, and open tasks organized.

PROSPECT NOTES

Attach Notes and Checklists to Every Prospect From Day One

Attach contractor notes, photos, checklists, measurements, and site details to the prospect record from the first call, door knock, or estimate appointment.

PROSPECT NOTESProspect Notes
Attach Notes and Checklists to Every Prospect From Day One.
Customer accepting an estimate with a notes field to include special instructions
Customers Add Their Own Notes When They Accept Your Estimate.
AI ESTIMATE IMPORTAi Estimate Import
One Tap: Your Field Notes Become a Professional Estimate.
My Tasks view showing checklist items organized by client with due dates and Google or Zoho Calendar sync
Due Dates That Sync to Google or Zoho Calendar - So Nothing Slips.
My Tasks view showing all open to-do items across clients sorted by due date
All Your Open Tasks Across Every Client - One Screen.
BUSINESS NOTESBusiness Notes
A General Notes Section for Your Whole Business.

Notes & Task Management - Common Questions

Yes. Add text notes, voice notes, photos, checklists, and measurements to any prospect or customer record.

Yes. Customers can add acceptance notes, which appear with the job record for a cleaner handoff.

Yes. Send field notes into AI Estimate to turn rough job details into line items and scope.

Yes. Due-date tasks can sync to whichever calendar you set as active - Google or Zoho - so reminders show up where you already work.

Yes. Internal notes stay private; only customer-submitted notes appear on customer-facing pages.

Stop Losing Job Details. Start Turning Notes Into Estimates.

Every job-site note feeds into a professional estimate. Details organized, tasks on track, quotes accurate.

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