PMP Automations
Tap the mic and say what just happened. Voice Copilot turns it into a filed note, a task, or a new lead — in the right place, on the right record, before you pull out of the driveway.
One take, shot from the passenger seat of a parked truck
Phone comes up, thumb hits the mic, the PM speaks the Becky Jones line naturally. Cut to the parsed card on screen — contact matched, note drafted, Saturday callback task — then the confirm tap. End on the phone going face-down. No voiceover; the spoken line is the script. Vertical crop needed too for social.
Hero video · the whole product in one gesture
How it works
Voice Copilot reads what the note is about and routes it. Owner and lead notes go to the CRM. Tenant and vendor notes go to the maintenance hand-off queue. A note to self becomes a reminder.
The routing fan — one mic icon splitting to three labelled destinations
Mic on the left, then a single line that forks into three: CRM record (owner · lead), Maintenance hand-off queue (tenant · vendor), Reminders (note to self). Put a small aqua gate marker on the fork itself — that is the confirm step every route passes through. Inline SVG, works on dark.
Plain speech, the way you would tell a colleague. No commands, no field names, no format to remember.
The name and number are matched to an existing contact, or a new one is created — deduped by phone so you do not end up with three Tom Ellises.
The parsed note appears as a card before anything is written. One tap saves it. A mis-heard word never becomes bad data.
Note on the record, task on the calendar, lead in the pipeline, or job in the hand-off queue — wherever it belongs.
In the field
Real lines, spoken at normal speed, between appointments.
| You say | Voice Copilot does |
|---|---|
| “Call from owner Becky Jones, she wants a callback Saturday about roof damage.” | Note filed on Becky’s recordplus a Saturday callback task |
| “New lead — Tom Ellis, 555-1234, saw our ad, wants a rental analysis.” | New lead createddeduped by phone number |
| “Call from plumber Big Mike, leak at 12 Oak Street, needs access tomorrow.” | Routed to the hand-off queuewith the property and the access window |
| “Remind me to follow up with the Hendersons Monday morning.” | Reminder setMonday, on their record |
| “Jim from Concord signed — make him a client and send the welcome package.” | Lead converted to clientWelcome drip starts |
| “Tag Sarah Blake as a VIP referral partner.” | Custom tag applied |
Six showings, three vendor calls and an owner conversation produce a pocketful of things to remember. They get written up at nine that night, or they do not get written up at all.
Say them out loud instead, in the thirty seconds before you drive off.
The mic screen mid-capture, live waveform running
Phone frame, held in one hand. Show the transcript building as the words land — that is what tells someone it is listening rather than recording.
The confirm gate
A voice assistant that files silently is a liability. One mis-heard street name and the wrong property has a leak on its record.
The confirm step is a feature, not friction. Voice Copilot shows you exactly what it parsed — which contact, which property, which date, which queue — and waits. Approve it and it saves. Fix a word and it saves the fix. Discard it and nothing happened.
The confirm card — parsed fields, edit affordance, one save button
Use the Becky Jones example so it matches the video. Contact matched, note body, callback date, destination. The fields should look tappable to edit. This is the trust shot for the whole page.
What it is not
Two panels: a crossed-out call-recording waveform, next to a mic with a person speaking
Simple line art in the brand palette. Left panel muted and struck through, right panel in aqua. This distinction is the first question every PM asks, so it should be readable in a glance.
There is no call recording, no listening in, no consent problem to solve in a two-party state. Voice Copilot captures what you choose to say about a call, after it ends — the same thing you would have typed, minus the typing.
It also does not act on its own. It drafts, you confirm, it files.
PLACEHOLDER — client quote about ending the nightly catch-up on notes.
Why it matters
Six property visits a day is six write-ups. Done in the truck, they are done. Done at nine at night, half of them are guesses.
A prospect calls while you are on a ladder. Thirty seconds later they are in the pipeline with a follow-up task, instead of on the back of a business card.
Nothing lives in a truck console, a notebook, or your head. If it was said, it is on the record.
A vendor call becomes a queued job with the property, the issue and the access window attached — ready for whoever picks it up next.
Where the notes actually get written — before and after
Two stacked bars across a working day. Before: a thin scatter during the day and a heavy block after 8pm. After: everything falls between appointments and the evening block is gone. One number to land: minutes of after-hours admin per day. We need your real figure before this ships.
Book a call and we will run three of your real post-visit notes through it — your contacts, your properties, your queue.