Voice walkthroughs

Record a room, let Clavoz transcribe it, then review what it heard before the scope lands on the quote.

Voice walkthroughs

A walkthrough is the fastest way to get a room onto a quote: you record yourself describing
the job while you are standing in it, Clavoz transcribes the audio with a speech model
biased towards your trade's vocabulary, and a review screen shows you exactly what it heard
before anything is added.

Nothing lands on the quote without your say-so. Recording produces a candidate scope; the
review drawer is the gate.

Recording a room

  1. Open the quote for the job. A walkthrough always writes to a quote, so create one first
    if you have not already.
  2. Find the quick actions row near the top of the builder and choose Record Walkthrough
    (the microphone button). The button explains itself: "Record the room; the server
    transcribes it when you stop."
  3. Talk the way you would talk to an apprentice — trade, room, and a rough quantity:

"Front bedroom — tear out and replace about 120 square feet of drywall, hang and
finish, then two coats of paint."

  1. Choose Stop & Transcribe when you are done. The take uploads, then the server
    transcribes it.

What you see while it works

The recorder becomes a live strip: a red pulse and a running timer, so you can see the take
is recording. On stop you get two honest progress steps instead of a frozen screen:

  • Uploading — the audio is going up, with the percentage shown.
  • Listening for scope — the server is transcribing and parsing, with the elapsed seconds
    shown and skeleton placeholder bars where the results will appear.

A long room takes a moment. The waiting state is visible on purpose, and the recorder is
disabled while a take is in flight so a second recording cannot overwrite the first.

Reviewing what it heard

When the server answers, a walkthrough card appears on the builder. Its title tells you the
outcome in one line — for example "Walkthrough - 12 item(s) parsed" — and it carries a
small summary of what happened: the model that was used, how long the audio was, how long
the parse took, and how many trade terms were in play.

From that card you can Play Walkthrough Audio to hear the take back (the button flips to
Pause Walkthrough Audio), or choose Review to open the review drawer.

Walkthrough Review opens as a bottom sheet on a phone and a centred dialog on a laptop.
Escape or the close button dismisses it without adding anything.

The transcript is the evidence

The drawer shows the server transcript — the text the parse actually ran on — with a
Copy transcript button. If a line came out wrong, this is where you find out why, and you
can paste it into your own notes or an email to the office.

Diagnostics and the two kinds of notes

Above the rooms sit the parts worth reading before you apply:

  • Diagnostics — the amber problems the parser wants you to double-check, plus a line for
    each phrase it threw away, in the form Skipped: <what was said> — <why>.
  • Internal job-site / crew notes (private) — the things you said that are useful on site
    but have no business on a client document. They are captured separately and never printed
    on the proposal.
  • Client proposal notes — the opposite: wording from the take that is meant for the
    client and will appear on their proposal.

Rooms, items and the amber chips

The scope is grouped by room, with an item count in each room header. Inside a room, every
candidate line has a checkbox, a quantity, a unit, the description as parsed, and a unit cost
where one was heard.

Two amber markers show you what needs attention:

  • needs price — on the room header, while any item in that room is still unpriced.
  • Set Price and Verify Qty — on individual lines, when the take gave no figure or no
    quantity.

That is deliberate. A walkthrough never silently drops scope because a number was missed, and
it never invents one either: unpriced lines are held up in front of you until you fill them
in.

Anything that matched a saved assembly is shown as an assembly with its dimensions (length,
width, height) editable before it is added, so a room can be costed from your own pricing
rules instead of a one-off number.

Applying it

Two buttons finish the job:

  • Add Selected to Quote — adds the lines you have ticked.
  • Add to Quote & Scope Next Room — adds them and starts a fresh recording straight away.
    That is the rhythm for a whole house: record, review, apply, next room.

Saving the recording to the phone

The audio itself is yours. The review drawer has a file name box (pre-filled for you, and
editable) and Save Audio to Phone, which downloads the take so it stays on your device
after the workspace has moved on.

When the server cannot transcribe

Clavoz reads the audio on the server, so transcription needs a working network and a
deployment with the speech model configured. If it is not available, the app says so in an
amber line instead of pretending, and offers Dictate in the browser — the phone or laptop
does the listening instead. The take is still recorded and still saves to the phone.

If a transcription fails mid-flight, the error is shown in plain words with Retry
transcription
. If the take was simply too long for the server's size limit (the error names
the megabytes), a retry would fail the same way — so the app offers Record a shorter
walkthrough
instead, and discards the oversized take.

Asking a price out loud

While you are recording you can ask the phone what you usually get for something:
"what do I usually charge for drip edge?", "what's a turbine vent running these days?",
"price on the subway tile". The question never becomes a line. When the take is
transcribed, Clavoz answers each question in one sentence, out loud with the phone's own
voice, and shows the same answer as a card at the top of the review.

The answer comes from your own numbers and nowhere else:

  • From your last jobs — the lines on the quotes you have sent (drafts do not count).
    Low, typical and last price per unit, with the job name and date, and your cost and
    markup on those lines. "D-style" is understood as drip edge, "three tab" as 3-tab shingle:
    the trade words and their slang are in Clavoz's lexicon.
  • Your price list — the catalog entry, as a material cost or a labour rate, with the
    receipt price beside it when one was imported.

Material cost and installed price are never shown as one number, and every figure says where
it came from. When there is nothing in either place, the card says so in one sentence and
offers nothing to use. Use $X? puts the figure on the staged line for that item (your
past jobs' cost and markup, so the line lands on the price you were told; a price-list figure
goes in as your cost with the quote's markup on top).

Getting better results

  • Walk room by room and apply between rooms. A two-minute take per room parses far more
    reliably than a ten-minute ramble through the whole house.
  • Name the trade and the room in each sentence — "kitchen backsplash tile", not "this bit".
  • Give a number even when it is rough: "about 120 square feet" beats "the wall".
  • Clear the amber chips before you leave the drawer. That is the whole point of the review
    step.

Found something out of date? The guides live in the repository's docs/ directory — fixing the guide is part of fixing the feature.