Your walkthrough notes, transcribed and organized — automatically

**The Problem** You walk a job site with a homeowner, talk through ten things they want done, take sparse notes on your phone, get back to the truck, and realize you can only remember four of them. You either call the customer back (awkward) or you miss work (worse). **The Fix: Otter.ai for Site Walkthroughs** Otter.ai records your phone conversation during a site walk, transcribes it in real time, and gives you a searchable, shareable text transcript. You talk freely. It takes perfect notes. **What It Is** Otter.ai is a transcription tool with a mobile app that listens to your phone's microphone. Hit record, walk the job with the customer, and Otter streams the transcript to your screen. When you're done, you have a full, searchable record of every word spoken. **How to Set It Up (15 minutes)** 1. Download Otter.ai on your iPhone or Android. 2. Create a free account at otter.ai. 3. Hit record before you walk the site. Otter starts transcribing immediately. 4. After the walk: export as a text file or PDF. Share it with your office or paste it into your CRM. Free tier: 300 minutes/month. Most site walkthroughs are under 30 minutes. **Cost:** Free: 300 minutes/month. $10/month for 1,200 minutes. $20/month for unlimited. **Real Example: Roofer** Sandra runs a roofing company in Denver. She records every site walk — even simple re-roof estimates. Before Otter, she missed scope items constantly and got burned on change orders. Now she has a full transcript. When a customer says "I thought we agreed on that," she pulls it up. She's won three disputes in six months by being able to quote the exact conversation. Your memory is not a reliable billing tool. A transcript is.