Record
Record every appointment, start to finish.
One tap in the home, on the phone or over video. Works without signal.
- In the home, on calls and over video
- Keeps recording with or without signal
- Transcribes live, with every speaker labeled
Henderson residence
In-home appointment · Jake Morales
38:12
Live transcript
Sarah: And what does that come to, roughly?
Jake: $18,400 installed, and we offer 18-month financing.
Henderson residence is written up and in your team space.
Everywhere you sell
Visits, calls and video, all in one place.
In-home visits, follow-up calls and video walkthroughs all land on the same customer, so every one can be coached the same way.
In the home
Tap record on the iPhone and set it down.
Phone calls
Incoming and outgoing calls, recorded automatically.
Video calls
Zoom, Meet and Teams on Mac or Windows. No bot joins.
60+ languages
Transcribed and translated as people talk.
Every word, as it's said.
Flownote transcribes the appointment in real time and labels each speaker, so it's easy to read back later.
- Every speaker labeled
- Know who said what without replaying the recording.
- Translated live
- A Spanish-speaking homeowner? Flownote transcribes and translates as they talk.
Jake Morales31:02Most of the heat loss is coming through these upstairs windows.
Sarah Henderson31:15That room is always freezing in January.
Tom Henderson31:24¿La garantía incluye la instalación?
ENDoes the warranty cover installation?
Jake Morales31:30Yes, labor is covered for 10 years, start to finish.
Sarah Henderson31:41Okay. Can you send us the color options?
Languages
Transcribed and translated as people talk.
Built for back-to-back appointments.
Back-to-back appointments, basements, dead zones and calls in between. Flownote keeps recording through all of it.
- No signal, no problem
- Recordings save to the phone and upload once you're back in range.
- Nonstop through phone calls
- Recording pauses for the call and picks back up when you hang up.
- Ready the moment you stop
- The summary and transcript are there as soon as the rep taps stop.
Henderson residence
In-home appointment · Jake Morales
46:08
Live transcript
Sarah: And what does that come to, roughly?
Jake: $18,400 installed, and we offer 18-month financing.
Patel residence (46 min) uploaded. Summary is ready.
The visit and the follow-up call, together.
Record the in-home visit, the callback from the car and the Zoom walkthrough. It all lands on the same customer.
- Phone calls on iPhone
- Incoming and outgoing calls, recorded and written up.
- Video calls on Mac and Windows
- Zoom, Meet and Teams, with no bot joining the call.
Olivia
Sam Flownote is recording · no bot joined
Priya Patel
12:47
Incoming call
Priya Patel
Will be recorded automatically
Questions
Do customers need to know they’re being recorded?
Yes. Reps should ask before they start. Most introduce Flownote as a note taker so nothing gets missed. Some states require everyone’s consent, and if a customer says no, nothing is recorded.
Does it work without cell service?
Yes. Recordings save to the phone and upload once you’re back in range, whether you’re in a basement or a rural driveway.
What happens if a rep gets a phone call mid-appointment?
Recording pauses so the caller can hear you, and picks back up on its own when you hang up.
How soon is the summary ready?
Right after the rep taps stop, along with the full transcript.
What devices does it run on?
iPhone for appointments and phone calls, plus Mac and Windows for video calls.