Technician reports by voice note
The report, dictated on the way out of the job.
The technician sends a WhatsApp voice note. It is transcribed, organised into a report and recorded in the ERP once validated.
From a 42-second voice note to a report
The example shows a fictional voice note, its transcript and the report organised by field, awaiting validation by the office.
What you can do
- Dictate instead of typing. A short voice note from the phone, with no new apps.
- Structure the report. Separates work done, hours, materials and equipment status.
- Validate and record. The office or technician checks the report and it is recorded in the ERP.
How the work flows
An example with fictional data to explain the workflow, not a customer case.
Technician’s voice note
Technician 1: “Filter replaced, unit running, two hours, one filter.”
Structured report
Report P-0000 is created with the work, 2 h and 1 filter.
Validation and ERP
The office reviews it, corrects it if needed and it is recorded.
Connections and control
- Connection to WhatsApp Business and your ERP; report fields and who validates them are agreed.
- If something is missing, the technician is asked rather than it being made up.
- The report is recorded after validation; invoicing follows your usual process.
- Layered protection: personal-data filters and access control. Masking data before the model is not the same as anonymising it permanently.
Frequently asked questions
Does the technician need to install anything?
No. They use WhatsApp.
What if the voice note is unclear?
The technician is asked for the missing detail. Nothing is completed with guesses.
Who approves the report before the ERP?
Whoever you choose: the technician, the office or a manager.