Let me save Client Notes.

I want to write down our team’s internal notes about a client or their project. I want to save them to the Client’s page. It would be great if these notes could be voice recorded for speed— say I turn on the voice recorder as we're walking the site. It would also be great if AI could summarize our notes, since we may have written them in a rush.

I could later copy paste these notes to build my estimate.

Sometimes I have repeat clients, and I could save their material preferences here. This would help me on repeat client jobs. I could say “estimate a bathroom for Brian'“, and we’d know his preferences already.

I may add additional notes as my time with the client increases. So the notes should be organized and timestamped, along with who wrote them.

Please authenticate to join the conversation.

Upvoters
Status

Completed

Board

💡 Feature Requests

Tags

Project Management

ETA
Jan 31, 2026
Date

Over 1 year ago

Author

Justin Watkins

Subscribe to post

Get notified by email when there are changes.