01
Sales rep
After every visit you say what was agreed. In the morning you ask who you are seeing and where things stand.
- “Note that Miller wants the quote by Friday”
- “Who am I visiting today?”
- “Remind me what I discussed with Mrs. Fox”
Use cases
If you spend most of the day with clients, in the car or on site, note-taking always loses. Hey Alix captures what was agreed while it is still fresh.
02
Installer
Measurements, survey notes and what you agreed land on the client's card before you are back in the van.
- “Add a note: alcove 240 by 60, socket on the left”
- “Task: order the worktop, due Tuesday”
- “Meeting with the Carters on Thursday at ten”
03
Estate agent
After a viewing you dictate the buyers' reactions and next steps. Nothing is lost by evening.
- “The Greens want a second viewing”
- “Note: budget up to 900 thousand, the garden matters”
- “What did I agree with the owner on Lime Street?”
04
Service technician
You say what you fixed and what needs ordering. A client's repair history is always at hand.
- “Filter replaced, next inspection in a year”
- “Order a gasket, task for tomorrow”
- “When was I last at this client's?”
05
Site manager
What you agree with the client and subcontractors is saved straight away, with deadlines nobody has to retype.
- “The client wants different ground-floor windows”
- “Task for me: confirm the steel delivery by Wednesday”
- “What deadlines do I have this week?”
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