chit in the field
An AI note taker for HVAC technicians
Who carries it: Service tech / install lead
An HVAC visit can leave the office with several open questions: which equipment was checked, what was observed, what work was completed, and who owns the follow-up. Hold the chit button to record your own recap at a suitable stopping point, then review the transcript, summary and next steps before using them in the service record.
A clear post-visit recap helps the office see which job needs the next step.
When a service tech presses it
- Diagnosis walkthrough at the unit
- customer approvals on repair vs replace
- parts needed
- callback notes
“I'm an HVAC service tech running 6-8 residential calls a day; flag model numbers, refrigerant types, and anything the customer approved.”
A context like this — typed once into the app — is how chit stops being a generic recorder and starts being yours.
Jobs closed, parts to order, unquoted upsells surfaced as next steps.
Reviewed technician recaps make findings and open questions easier to hand back to the office.
Keep the company’s approval and service records as the source of truth; a recap helps locate and review them.
A handoff the office can act on
After a service visit, a short recap can give the office the context it needs for the next step. Start with the job reference and equipment location. Separate the reported issue from your own observations, then describe the work actually completed. If another decision or visit is needed, say which information is missing and who will obtain it. Read identifiers from the equipment or established job record rather than reconstructing them from memory. Before sharing the resulting text, check model numbers, quantities and dates against those sources. Keep a proposed repair distinct from work the customer has approved through your normal process. A useful handoff ends with one specific action, an owner and a date or next checkpoint. The service-call template below provides a place for each of these fields; it is a communication aid you review, not an automatic parts order or substitute for the service record.
Service call notes template for the handoff to the office
Copy a service call notes template that separates reported issues, findings, work completed, and follow-ups. Includes an example and a spoken recap script.
See the app work
Good questions
How should I capture the findings after a service visit?
At a suitable stopping point, hold the button and recap the job, the findings, and the next step. Review the transcript and summary before using them in the job record, especially model numbers and other technical details.
How should I note a customer decision?
Record your recap of what was discussed and reference the approval record your business uses. Keep proposed work separate from approved work, and check the source record before treating the recap as an instruction.
Does chit connect to my field service software?
ServiceTitan, Housecall Pro and Jobber connections are among chit’s field-service capabilities. Confirm the supported records, permissions and setup for your team. Calendar and mail connections are optional.
Is it always listening while I'm on a service call?
No. chit records only while the button is held — no wake word, no always-on mic. Let go and it stops.
We're a franchise — where does the audio live?
Flexbone has a live fleet of 20 branded chit devices with captures resident in its VPC. Discuss your own deployment requirements with the team; do not assume that this named deployment establishes the configuration available for every new fleet.
Do I need a field service platform to use it?
No. A two-truck shop gets the same capture as a franchise: hold the button, say it, and the notes are drafted by evening, ready to paste into whatever you already use.
Recording laws differ by state, and several require every party's consent. chit only captures while the button is held — know your state's rule before recording another person.
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