Capturing a verbal instruction onsite

Verbal directions onsite are the easiest variations to lose. Capture them in seconds and let the office review, price and send later.

1. 1

   Open Capture instruction

   On your phone, go to Capture. Pick the project and whether it was verbal or written.

2. 2

   Use your keyboard microphone

   Tap the microphone on your phone keyboard and just speak the instruction — no typing needed.

3. 3

   Record who instructed it

   Add who gave the direction, the area, whether work has started and how urgent it is. The office can fill in the rest.

4. 4

   Let the office review later

   The capture lands in the project for your office/admin to review, price and prepare a notice. Nothing is sent — an admin or owner reviews it first.

5. 5

   Track it under My captures

   Open My captures anytime to see the status of the instructions you captured — needs review, in review, reviewed, converted to a notice or dismissed.

6. 6

   Confirmation of verbal direction

   Verbal directions get a cautious draft confirmation notice so you can ask the builder to confirm the direction in writing.

Capture now. The office can review before anything is sent. Nothing is sent automatically, and this is not legal advice.