Field Notes

Field Notes let you capture information on the go — measurements, material lists, client requests, anything you need to remember. Write a text note, record a voice memo, or forward an email. When you are ready, turn one or more notes into an estimate, invoice, or change order with a few taps.

#Text Notes

To create a text note, tap the + button on the Field Notes page and select Text Note. Type your content, optionally assign a client, and save. That is it.

Text notes are great for quick measurements, material lists, scope descriptions, or anything you would normally jot down on a scrap of paper.

#Voice Notes

To create a voice note, tap the + button and select Voice Note. Tap the microphone to start recording. A waveform visualizer shows your audio levels so you know it is picking up your voice. Tap stop when you are done.

Recordings can be up to 15 minutes long. Once you stop recording:

• The audio is automatically transcribed to text
• An AI-generated title is created based on the content
• The original audio is saved so you can play it back anytime

You can edit the transcription or title after saving if anything needs correcting.

#Email Notes

Forward any email to Jobkore's inbound address to create a field note automatically. You can find the email address on the Field Notes page.

When Jobkore receives the email:

• It identifies you by matching the sender's email address to your account
• The email content is extracted and summarized into a clean note
• Any attachments (images and PDFs) are saved and linked to the note
• If the sender matches a client contact in your account, the note is automatically tagged to that client

This is useful for capturing supplier quotes, client requests, or specification sheets without leaving your inbox.

#Managing Notes

The Field Notes page has two tabs: Active for current notes and Archived for notes you are done with. Use the search bar to find notes quickly.

You can also:

• Assign a client — tag a note to a specific client for easy filtering
• Edit — update the title or content of any note
• Bulk select — select multiple notes to archive or delete them at once

#Creating Documents from Notes

This is where field notes become powerful. Select one or more notes, click Create, and choose the document type: Estimate, Invoice, or Change Order.

The Hank AI modal opens with your selected notes pre-loaded. You can add extra context if needed — for example, "use standard markup for materials." Hank AI organizes the raw notes into structured line items with descriptions, quantities, and pricing.

Review the result, make any adjustments, and insert the line items into your document form. The notes used are automatically archived so they do not clutter your active list.