On site
Record the site visit, send the customer the recap
Record a conversation on site or bring one in from another recorder. VERA writes it up, and once you approve it the customer gets a recap and the next step.
No credit card required. Cancel anytime. You keep your data and integrations.
Can VERA write up my site visits?
Yes. Record the conversation in VERA, upload a file, paste a transcript, or send one in from another recorder through Zapier. VERA writes it up with a summary and what is still to do, and files it in your Inbox. When you approve a recap, the customer gets a page with the photos, the work done, what is left and what is owed.
Recordings
Site visit, Ellery Street
3 items still to do
Johnson property
Recap waiting on approval
Alvarez residence
Recap sent
Representative product UI
Inside Visit recordings and recaps.
Three things it does, and what each one saves you.
However it was recorded
Record in VERA, upload audio, paste a transcript, or connect a recorder that can post to a webhook. The same visit delivered twice is filed once.
Written up, not just transcribed
Each visit becomes who it was with, what they asked for and what is still open, filed beside the calls and texts from the same customer.
A recap the customer can act on
The customer's page carries your note, the photos, what was done, what is left, and one next step: review the quote, pick a day, or pay the deposit. Internal notes and time on site stay with you.
Where this connects.
These are the parts of VERA this one hands work to.
Customer messaging
Texts, email, calls, and Facebook, Instagram and WhatsApp messages in one Inbox, keyed to the person, not the channel, so what was agreed is in one place.
Estimates
Quotes from your own pricing, sent as a link the customer can accept and sign from their phone. You see when it is opened and when it is signed.
Customer portal
A private portal for each customer with their quotes, invoices, payments, appointments and visit recaps, opened with a one-time code sent to details you hold.
Try it on your own work.
Start free, connect one thing, and see what VERA does with a real job. It prepares the work and waits for your approval before anything leaves the building.