Tips

Write the notes before you drive away

•  3 min read

The walkthrough is fresh for about ten minutes. Then it is a job site, then it is lunch, then it is three days later and you are writing a quote from memory and a photo of a wall.

A voice memo does not solve this, because nobody plays voice memos back. You need a typed document.

Why it buys back your weekend

You get a typed document instead of a recording. The materials list is already pulled out and separated, so you paste it into the quote instead of rebuilding it. And the customer’s own words are in there, which is what makes a quote sound like it was written for them.

Do this

  1. Still in the truck, open the Gemini app and tap the microphone.
  2. Talk for 60 seconds. The address, what you saw, measurements, what the customer cared about, your rough number. Talk the way you would tell your foreman, not the way you would write it.
  3. Ask it: “Turn that into estimate notes with a materials list and next steps.”
  4. Send it to a document. On your phone, tap the share icon directly under the response, then Export to Docs. On a computer it is More → Export to Docs.
    Gemini response with the share control highlighted directly below it
    The Share control sits directly under the response
    The menu open with Export to Docs highlighted above Draft in Gmail
    Then Export to Docs

The part people get wrong

Say the number out loud in the recording, even if it is rough. “Probably fourteen, maybe sixteen if the subfloor is soft.” That one sentence is the difference between notes you can quote from and notes you have to think about again.

If your screen looks different

The button has a different name in each place, and they all do the same thing. In the app on your phone it is a share icon with no label. In the app on a computer it says More. In a web browser, Share & export and More both work. Whichever you are looking at, Export to Docs is inside it.

Google moves this control, and it sits in a different spot on a phone than on a computer. If you do not see it, look for any share or More control directly under the response.

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