1
00:00:01,135 --> 00:00:09,684
On the simple Georgia visit card, the outcome is the result. Contact details and other fields add optional context.

2
00:00:09,684 --> 00:00:20,767
Check the products you discussed: Solar, HVAC, Roof or Water Filtration. Multiple choices are allowed. These checks do not imply interest or qualification.

3
00:00:20,767 --> 00:00:29,917
Add short factual notes. Choose photos from your gallery or use the camera control. Review the previews and remove anything you do not want.

4
00:00:29,917 --> 00:00:43,899
You can start recording at any point while the visit card is open. For a homeowner conversation, first get explicit permission and check consent. Tap Record Conversation, then Stop. The recording saves with the visit.

5
00:00:43,899 --> 00:00:54,303
Press Log Visit once and wait for completion. Keep the page open until photos and audio finish saving. Unsaved recordings do not survive a refresh.

6
00:00:54,303 --> 00:01:11,161
After saving, you can add your own voice note, including while walking safely to the next door. Reopen the previous home's pin, choose Add note, then Record my voice note. Capture your observations, not another person's conversation. Stop, then press Save note.

7
00:01:11,161 --> 00:01:34,811
Reopen Add note and replay the saved voice note. Verify the photo is still there. Both stay attached to the original visit; adding a voice note does not create another visit.

8
00:01:34,811 --> 00:01:48,690
Saved recordings preserve objections, promises and next steps for future follow-up and training. This Georgia pilot stores the audio; automatic agent transcription and memory are a separate next step.