Paperwork: notes and equipment by text
Job notes are the paperwork techs put off. With Holler they take one text: NOTE, the customer’s name, and what happened, in whatever words come out. Plain speech works too: telling Holler what you did drafts the same note as typing NOTE.
Nothing files without you
- Holler drafts the note clean and professional, adding nothing you didn’t say: no invented prices, parts, or measurements.
- The note lands in your field-service system only after the tech replies APPROVE. Send changes instead and Holler redrafts.
- The customer name up front targets the right job; without one, it attaches to your most recent job.
- Housecall Pro takes the note straight into the job today, and owners see it on the job like any other note. Jobber, Workiz, and FieldPulse don’t have a notes write path yet, and ServiceTitan doesn’t either until that connection is fully credentialed: on those, Holler saves the approved note instead of claiming it landed somewhere it didn’t. Your office still sees it, flagged “needs your eyes,” in the dashboard’s Activity tab under the Notes & equipment filter.
Equipment records too
Text EQUIP, the customer’s name, and the make, model, serial, and install date, or photograph the equipment plate first (Diagnose remembers the read for 6 hours) and just reply EQUIP with nothing else. Holler builds a labeled equipment record and files it through the same APPROVE gate as a job note.
It lands as a job note labeled EQUIPMENT RECORD, not a separate equipment field: Housecall Pro’s public API doesn’t expose a Property Profile write yet. The moment it does, Holler targets that instead.
Pairs with the end-of-day notes wrap: Holler tells you which of today’s jobs still need notes, and you knock them out from the truck.