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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.

Status: Completed

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