Turn spoken job notes into a job record
Dictate what you did on site and get a tidy job record to check and sign, without retyping.
Operations · Home services · When you ask · Updated
Works with
- Slack
- Box
- Dropbox
- Notion
- Microsoft 365
Slack
Box
Dropbox
Notion
Microsoft 365How do you turn spoken job notes into a job record?
To turn spoken job notes into a job record, send Maito the dictation transcript in Slack. It reads the notes, pulls out the work done, parts and follow-ups, asks about gaps, and prepares a structured record for Jobber, saved to your files after your approval.
How it's done today
Notes stay in a phone or get retyped later.
What Maito does
- Read the transcript the technician sends
- Structure work done, materials and issues
- List anything that's unclear
- Send the draft back for correction before filing
Example
@Maito here's my dictation transcript from the Globex job, attached. Turn it into a job record.
Draft for job 2318, Globex Storage, Oct 19. Nothing is filed yet. Work done • Replaced failed blower motor, unit 2 rooftop • Cleaned condensate line, tested heating and cooling cycles Materials • 1 blower motor (Model B-440) • 1 run capacitor 45/5 • Approx 2 feet of 3/4 inch PVC Issue noted • Unit 1 filter is overdue, customer told verbally Questions for you: • You said "about three hours". Should labor be 3.0 hours? • You mentioned a "second part" but didn't name it. Was that the capacitor? Source: your transcript only. Reply with corrections and I'll attach the final version to the job.
@Maito yes 3.0 hours, and yes the capacitor. Add the filter to follow-up work.
Updated. Labor 3.0 hours, capacitor confirmed. The filter is listed as follow-up work, not billable. Reply with approve when you've read it and I'll attach it to job 2318.
Marcus (4:18 PM):
here's my dictation transcript from the Globex job, attached. Turn it into a job record.
Maito (4:19 PM):
Draft for job 2318, Globex Storage, Oct 19. Nothing is filed yet.
Work done
• Replaced failed blower motor, unit 2 rooftop
• Cleaned condensate line, tested heating and cooling cycles
Materials
• 1 blower motor (Model B-440)
• 1 run capacitor 45/5
• Approx 2 feet of 3/4 inch PVC
Issue noted
• Unit 1 filter is overdue, customer told verbally
Questions for you:
• You said "about three hours". Should labor be 3.0 hours?
• You mentioned a "second part" but didn't name it. Was that the capacitor?
Source: your transcript only. Reply with corrections and I'll attach the final version to the job.
Marcus (4:23 PM):
yes 3.0 hours, and yes the capacitor. Add the filter to follow-up work.
Maito (4:24 PM):
Updated. Labor 3.0 hours, capacitor confirmed. The filter is listed as follow-up work, not billable. Reply with approve when you've read it and I'll attach it to job 2318.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect field service software
- Jobber
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It can only record what the transcript says. Details nobody said aloud won't appear.
Questions
Send it a transcript. It works from text, not audio recordings.
No. It prepares the record and updates it after you approve.
It asks you in the thread instead of guessing, then continues.
