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 snap a photo of a scope sketch. 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.

#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, "treat this as a kitchen reno" or "this is a punch list." Hank organizes the raw notes into structured sections and line item descriptions — not pricing. Soft costs land in a Site Services section, TBD materials get flagged as allowances, and exclusions / conditions / site notes get extracted into a document-level Notes block appended to your estimate. You add your own numbers when you review.

Review the result, make any adjustments, and insert the line items into your document form. The notes you used stay in your active list — Jobkore never archives them for you. Archive them manually when you are done if you want to keep things tidy.