Voice To Task CRM: AI Invoice

Voice To Task CRM is the AI voice invoice maker and CRM built for the trades. Dictate your job notes when the work is done and AI turns your voice into a professional invoice, material log, client record, and follow-up reminders — on the spot, before you leave the driveway. Built for plumbers, HVAC technicians, electricians, handymen, and contractors who would rather get paid than spend evenings on paperwork.

HOW VOICE TO INVOICE WORKS
1. Tap the record button when the job is done.
2. Say what happened: "Replaced the half-horsepower sump pump, took two hours, forty-five dollars in PVC, call them back next Tuesday."
3. AI builds a draft invoice with labor, materials, and prices — plus a follow-up task for the callback.
4. Review the draft, fix anything that was misheard, and tap Finalize.
5. Text or email a professional PDF invoice from the truck.

WHAT YOU GET
• One-tap voice capture designed for one-handed use at the job site
• AI extraction of labor hours, materials, quantities, and prices from plain speech
• Editable draft invoices — you approve every line item before anything is sent
• PDF invoices delivered through your phone's native share sheet
• Voice to task: automatic follow-up reminders so callbacks never slip through the cracks
• A client CRM and complete job history that build themselves while you work
• Your hourly labor rate applied automatically when you don't say a price

BUILT FOR THE TRADES
This is a plumbing invoice app, an HVAC invoice app, and an electrician invoice app in one — because the workflow is the same: finish the job, say what you did, send the bill. Plumbers log pumps, fittings, and fixture swaps. HVAC techs capture condensers, refrigerant charges, filter sizes, and seasonal maintenance visits. Electricians dictate panel work, breaker counts, and wire runs. Handymen and general contractors bill mixed labor and materials without touching a keyboard. If you work with your hands all day, the paperwork shouldn't need them too.

WHY VOICE INVOICING
Typing estimates and invoices on a phone screen after a long service call is how billing gets put off until the weekend — and how hours go unbilled. Speaking your invoice takes thirty seconds while you put your tools away. No dropdown menus, no retyping line items, no catching up on admin at the kitchen table. Big field service platforms are starting to add voice features behind $60–200 per month plans; Voice To Task CRM is voice-first at a fraction of that, with flat pricing and no per-user fees.

TRANSPARENT AI
Your voice recordings are transcribed and the transcripts are processed by Google's AI services (Gemini) to draft your invoices. You see exactly what was understood and can edit everything before it goes to a client. Your data is never sold and is not used to train AI models. Always review AI-drafted invoices before sending — AI can make mistakes.

PRICING
Start with 5 voice logs at no cost to see the accuracy for yourself. The Pro subscription unlocks unlimited voice logs, PDF invoice generation, and CRM syncing. If dictating your invoices saves you one billable hour a week, the subscription pays for itself many times over.

SUPPORT & PRIVACY
Privacy policy: https://adelyons.com/apps/voice-to-task-crm/privacy.html
Terms of service: https://adelyons.com/apps/voice-to-task-crm/terms.html
Questions or feedback: [email protected]