VOICE NOTES

You talk.
Arti does the paperwork.

Hit record while you walk the job and talk the way you always do. From that one note, Arti writes the field summary, makes the tasks, lines up the appointments and keeps the daily log.

01/ 04FIELD SUMMARY

The day, written up before you’re back in the truck.

Arti titles the note, sums it up in a few sentences, and writes the longer version the office would have typed. It sits on the job’s notes and in its activity, and Arti reads it back when anyone asks about the job.

02/ 04PROJECT TASKS

Say who and by when. It’s on their list.

“Luis, get blocking in for the kitchen uppers by Friday.”
  1. In the note: Arti writes it up as a task, assigned to Luis and due Friday the 16th. Nobody fills in a form or approves it.
  2. On the job: It goes on the project’s task list with everything else, marked as made by Arti.
  3. On luis’s phone: Luis gets an email that it’s his, and a notification in the app.
03/ 04CALENDAR APPOINTMENTS

Say the day and time. It’s ready to book.

“Thursday at 9” becomes 9:00 to 10:00 on the 15th, worked out in your time zone and tied to the job and its customer. Arti lines it up and waits. One click on Create and it’s on the team calendar.

04/ 04DAILY LOG

The daily log writes itself.

The weather, what showed up, what slipped, and the photos you took, on the job’s log for the day. Talk again after lunch and it adds to the same day.

10

Photos you can snap without stopping the note. Each one lands where you said it.

40

Minutes one note can run, with pause and resume when someone walks up.

0

Bars of signal needed. The note waits on the phone and uploads when you’re back.

1

Daily log per job per day. Every note that day adds to the same one.

You talk. Trade Agent does the paperwork.

In 30 minutes we walk through a day on your own jobs instead of a slide deck.

Willow CreekMon 5:40 PM
Field summaryWritten
Blocking, Luis NavarroDue Fri
Walkthrough, the WhitmoresThu 9:00 AM
Daily logMon 12
Trade Agent
AI-native operations for custom home builders and the trades they build with.
© 2026 Trade AgentPrivacyTerms