A written record of every conversation.
Chime writes the note as the call ends. What the customer wanted, what was agreed, and what happens next, saved against the customer and the job so the whole team can see it.
Existing unit leaking overnight. Wants a like-for-like replacement, prefers a morning start, parking out the front.
Site: 12 Beach Road, Thirroul
Attached to the job
Access: side gate, dog in yard
Flagged for the tech
Follow-up: quote by Friday
Written as the call ended
Half the detail from a call never makes it past the driveway.
Notes get scrawled on the back of a docket, typed up hours later, or not at all. By the time the job is booked, the reason the customer rang has already been trimmed down to a line.
A written note on every call means the next person picking it up knows exactly what was said.
How it works in the day to day
Written as the call ends
A short summary is ready before you are back in the van, in language your team would use.
Filed where you look for it
Notes sit on the customer and the job, alongside the recording and transcript.
Searchable months later
Find the call by what was discussed, not by scrolling a call log.
Editable by your team
Add what only you know after the site visit. The note stays the single record of the job.
The whole history, on one customer.
Every call with that customer stacks up in one place, so a repeat caller never has to explain their situation twice.
When a job comes back six months later, the reason for the first visit is still written down.
Customer history
Three conversations, one record
Initial call: leaking tempering valve
Attended, valve replaced
Follow-up: no hot water at the rear bathroom
Quote requested for full system replacement
Illustrative view
Works with the tools you already run on
We sit on top of the system you already run. We do not replace it.
Want the transcript and scoring behind the note? See call intelligence