Quick Setup
1Meeting Info
2Client Goals & Needs
3Discussion Notes
4HVAC Technician-Specific Notes
5Action Items
6Follow-Up Plan
Skip the typing entirely
With Christine, you just voice-note your meeting summary. She turns it into structured notes, saves them to Google Docs, and creates follow-up tasks — automatically.
Example voice note
“Hey Christine, just finished a meeting with Sarah. She wants to Voice note at the Delgado house: 'Carrier 24ACC636, compressor failing, extended warranty covers parts only through 2027, R-410A charge 2 lbs low, recommend full compressor replacement plus TXV valve'. Follow up on Thursday.”