The CRM You Talk To, Not Type Into
Finish the job, tap one button, and say what you did: "Replaced the half-horsepower sump pump, took two hours, forty-five bucks in PVC, call them back next Tuesday." Voice To Task CRM's AI turns that into a line-item invoice, a material log, and a follow-up reminder — before you're back in the truck.
What it does:
- One-tap voice capture built for one-handed use in the field
- AI extracts labor hours, materials, prices, and client details from your words
- Editable draft invoices — review, adjust, and finalize in seconds
- Professional PDF invoices you can text or email straight to the client
- Automatic follow-up reminders so callbacks never slip
- Built-in client database and full job history
How It Works
🎙️ Tap Record, Just Talk
One massive record button — no forms, no typing with dirty hands. Dictate your post-job summary in plain English the way you'd tell it to your apprentice.
🤖 AI Builds the Paperwork
Your recording is transcribed and processed by Google's AI (Gemini), which pulls out the client, labor hours, materials, prices, and follow-ups into a structured draft.
🧾 Review & Finalize
The draft invoice appears as an editable form. Fix a misheard price or name, tap Finalize, and you're done — your hourly rate and pricing rules are applied automatically.
📄 PDF Invoices, Delivered
Generate a branded PDF invoice and send it by text or email through your phone's native share sheet — while you're still in the driveway.
🔔 Never Miss a Callback
Said "call them back next Tuesday"? It becomes an action item with a due date. Your follow-up list builds itself, job by job.
📇 Clients & Job History
Every voice log is tied to a client record with address, phone, and complete job history — a real CRM that fills itself in while you work.
Built for the Trades
🔧 Plumbers
- Log pumps, fittings, and fixture swaps by voice
- Bill materials and labor without keeping receipts in your head
- Schedule re-checks and warranty callbacks automatically
❄️ HVAC Techs
- Capture model numbers, refrigerant charges, and filter sizes on the spot
- Turn seasonal maintenance visits into recurring follow-ups
- Send the invoice before you leave the rooftop
⚡ Electricians
- Dictate panel work, breaker counts, and wire runs hands-free
- Keep per-client job history for inspections and permits
- Quote follow-up work while it's fresh
Privacy & AI Transparency
Voice To Task CRM is a cloud-based app that uses third-party AI. Here's what you should know up front:
- Third-Party AI Processing: Your voice recordings are transcribed to text, and the transcript is sent to Google's Gemini AI to extract invoice details. This processing happens on Google's servers, not on your device.
- Cloud Storage: Recordings, transcripts, client records, and invoices are stored securely in Supabase (encrypted in transit and at rest), tied to your account.
- Analytics & Crash Reporting: We use Firebase Analytics and Crashlytics to understand usage and fix bugs. We do not sell your data.
- Your Clients' Data: Client names, addresses, and phone numbers you record are visible only to you. We never contact your clients or share their information.
- Account Deletion: You can delete your account and all associated data at any time from within the app or by emailing us.
For complete details, see our Privacy Policy and Terms of Service.