Voice Capture
Voice Capture lets you talk instead of type. Record a quick voice note — from the office or the job site — and the assistant transcribes it, interprets what you meant, and shows you a structured preview: an action item, a project or vendor note, a draft email, or a field task. Nothing is created until you review that preview and press Confirm, so a spoken thought becomes a clean, structured record without you filling out a form.
Who Uses This
Voice Capture is available to any user whose organization has the Hands Free capability enabled. It’s built for people who are often away from a desk — superintendents, project managers, and field staff — who need to capture something the moment it comes up.
Where to Find It
Voice Capture sits under the Agentic group in the left navigation sidebar. A driving mode is also available for capturing notes safely with a simplified, large-target interface when you’re on the road.
Capturing a Note
Record or type
Press record and speak your note, or type the text directly if you’d rather not use audio. You can re-record until you’re happy with it.
Let the assistant interpret it
The assistant transcribes the audio and classifies it into a structured intent — Action Item, Project Note, Vendor Note, Draft Email, Field Task, or a general note — and fills in the relevant fields.
Review the preview
You’ll see both the raw transcript and the interpreted fields, each with a confidence indicator. Correct the project, vendor, trade, or any other field as needed, and pick the right context from the dropdowns.
Confirm
Press Confirm to create the record. Only then does anything get saved — a tracked action item, a note on the selected project or vendor, or a field task on the task board with its location, trade, and visibility set.
Voice Capture is human-in-the-loop by design. The assistant proposes; you decide. The transcript and interpreted fields are always shown side by side so you can catch anything the assistant misheard before it becomes a record.
What Each Intent Creates
| Intent | Result |
|---|---|
| Action Item | A trackable action item assigned to you or your team |
| Project Note | A field note attached to the selected project |
| Vendor Note | A note about a vendor or subcontractor |
| Draft Email | An action item flagged for email follow-up in the Triage Queue |
| Field Task | A task on the board with location, trade, and visibility controls |
Related
- Triage Queue — where draft-email captures go for review and approval
- Action Items — how captured action items are tracked and assigned
- Issue Tracking — the field task board captured field tasks land on