iPhone app · Talk, and it is logged

Work diary

The work diary is a day, as a list of short voice entries. The technician taps the capture button at the truck, talks for thirty seconds (the site walk, the conversation with the foreman, the voicemail they returned), and the entry lands in the diary with its time, a transcript, the recording, and tags for the company and the quote it relates to. The diary shows entries per day, total time recorded, and how many have been reviewed. A daily disposition summarises the day, and anything that needs review is flagged.

See it on your phone

Free · iOS 15.1+ Also in any phone browser Office and field on one record

Kaizen CRM iPhone app: The work diary. Voice entries recorded through the day, each tagged to a company and a quote, with the recording attached. — **The work diary** Voice entries recorded through the day, each tagged to a company and a quote, with the recording attached.

What it does

Voice capture in one tap

The capture button is on every screen. Record, stop, done. Transcription and timestamp are automatic.

Tagged to the record

Each entry is tied to a company and, where relevant, a quote number, so the diary is also the customer's history.

Reviewed, not just stored

Entries show as reviewed or needing review. The office works the flagged ones; the rest are already filed.

The day at a glance

Entries, total minutes, and reviewed count per day, with the week across the top to move between days.

Why it matters in the field

Field notes do not get written because writing is slower than the work it describes, happens after the moment, and never visibly helps the person writing. Speaking is faster than the work, happens in the moment, and comes back to the same technician at the next visit. That is the whole reason the diary is voice-first.

It also means the office hears what actually happened on site, in the technician's own words, rather than "done" in a status field.

On a Tuesday

8:42"Riverside site walk, phase two. East wing spec changes, confirmed with the foreman. Need an updated quote." Tagged to Riverside Construction and Q-1482.
10:30"Meeting with Meridian. Sarah wants a follow-up on the warehousing add-on." Flagged for review.
13:15"Returned the Hartwell voicemail. They want a redline by Friday."
End of dayThree entries, 47 minutes. Tap Process My Day.

Common questions

How does the work diary in the Kaizen app work?

You record short voice entries through the day from the capture button on any screen. Each entry gets a timestamp, a transcript, the recording, and tags for the company and quote it relates to. The diary lists the day's entries with total time and how many have been reviewed.

Does the diary work without a signal?

Entries recorded without a connection are held on the phone and sync when the signal returns, so a note taken in a basement or a mechanical room is not lost.

Who sees diary entries?

The technician who recorded them and the office, on the same record. Entries needing review are flagged so the office works only those; reviewed entries are already part of the customer history.

Keep exploring

Process My Day Technicians don't write job notes Photos and notes on the record Kaizen in the field

Put it on your phone today.

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