Skip to main content
The notes feature lets you record observations, issues, or information during a job by voice or keyboard. It is voice-first: tap the microphone and describe what you are seeing in plain language, and the AI will format and save it for you. Notes are visible to your supervisor on the dashboard.

Step 1: Tap Take notes

From the home screen, tap Take notes.
FieldPal app notes screen

Step 2: Tell the AI what to note

Tap the microphone to speak, or the text area to type. Be as informal as you like: the AI will format it. Examples:
  • “Add a note: windscreen cracked on AB12 CDE, needs booking in”
  • “Note that the warehouse door on the north side is not closing properly”
  • “Record that the inspection was completed at 14:30”
The AI confirms once the note is saved.

Step 3: Add more notes or return later

You can add as many notes as you need. Each one is stored separately and timestamped. Tap Take notes again any time to pick up where you left off. Previous notes are listed and you can ask the AI to add to, update, or review them.

Tips

  • Notes are separate from reports. Use notes for quick observations that do not fit a report template.
  • Ask the AI to summarise: “What notes do I have from today?”
  • Notes are visible to your administrator on the dashboard.