Record so the recording is usable
Whatever recorder or phone app you use, a few habits make the text useful later:
- Say the room before you talk about it: "Hall bathroom."
- Say sizes out loud: "tub wall, five by eight."
- Repeat what the client wants and what they do NOT want done.
- Say who buys the materials, and any deadline or permit.
- End with one line: "Scope is demo, tile, vanity, glass door."
From the transcript to lines
Read the transcript with a pen. Group it by room. Write each task as a line with a quantity. Anything without a size gets a question mark and a call to the client. Then price it, and read the result before it goes out.
That reading step matters most. A draft is a head start, not a finished estimate.
How it works in WorkTime CRM
Connect your PLAUD recorder once in Settings → Connections → PLAUD. After that, every recording with a transcript lands in the PLAUD Inbox within about 5 minutes.
The AI tells a client meeting from a site visit, a call or a quick idea, and suggests which client it is about. You confirm with one tap. It prepares the scope of work by room, with a "not included" list and questions to clarify.
Press "Open in AI Estimate" and the rooms load into the AI Estimate page one section at a time. You check the lines, press ✨ AI, and the price comes from the trade's catalog and your own pricebook. Nothing is sent to the client. The draft waits in Estimates.
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