AI voice agent for field notes

Call it from the field,
it logs everything for you.

Your AI field assistant is an internal line for your own team. Call in from the road or the job site, talk through what you did, and it captures every note, task, and update straight into your CRM — hands-free, no typing, nothing forgotten.

By pressing the button above, I agree to receive a call & SMS from Zavo.

Trusted by 2,500+ businessesTrustpilot rating: 4.5 out of 5
Voice note
Boiler swapped at 14 Oak St — book a radiator quote.
Zavo logs it to your CRM
Logged to CRM
under the job
Task created
in Notion
Current solution vs Zavo AI

Everything that gets lost on the way back to the office, Zavo captures.

The notes, updates, and follow-ups that never quite make it into the system — and how Zavo handles each one.

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Without Zavo
  • Notes scribbled on paper — or lost
  • The CRM is always days behind
  • Hours of admin after every shift
  • Job details forgotten between calls
  • Follow-ups slip through the cracks
With Zavo AI
  • Every visit logged the moment you call
  • Your records update in real time
  • Just talk — the typing's done for you
  • Captured on the spot, nothing slips
  • Tasks & reminders created for you
Proactive

Your agent doesn’t just record — it understands what you say and files it.

It listens to your rambling field update, pulls out the customer, the work done, the follow-ups, and the parts you need, then writes each one to the right place in your CRM — no forms, no typing, no admin later.

  • Takes your call hands-free
    Call from the van or the job site and just talk — no app to open, nothing to type.
  • Structures what you say
    Turns a rambling update into clean notes, tasks, and status changes on its own.
  • Files it in your CRM
    Writes every detail to the right customer and job — instantly and accurately.
MR
“Just finished at 14 Oak Street — swapped the boiler, customer wants a quote for radiators, and I need two TRV valves. Follow up Tuesday.”
Extracted from your callCaptured
Customer14 Oak Street
JobBoiler replaced
Follow-upTue · radiator quote
Order2× TRV valve
Logs it to your CRM
Logged to HubSpot3 tasks created
Integrations

Your AI agent reads and writes to your business tools.

Books appointments, updates your CRM, sends emails, creates tickets, and works across the tools your business already uses.

1,000+
Native integrations
CRMs, calendars, POS, helpdesks — already wired.
Custom
Built for you
Have a legacy system? We'll build the integration.
Google Calendar logo
Slack logo
HubSpot logo
Calendly logo
QuickBooks logo
Notion logo
Salesforce logo
Outlook logo
Airtable logo
Zoom logo
Pipedrive logo
Gmail logo
Xero logo
Zapier logo
Intercom logo
Dropbox logo
Google Drive logo
n8n logo
Try it yourself

Hear how your field notes get captured.

Call a live Zavo field assistant — your team's internal line — and talk through a job like you're back from the road. Watch it capture every note, task, and update straight into your CRM, hands-free.

Talk to your future AI field assistant

  • Captures notes hands-free
  • Logs tasks to your CRM
  • Works from the road or job site
  • No typing, nothing forgotten

By pressing the button above, I agree to receive a call & SMS from Zavo.

Get started

Your field assistant, live in 5 minutes.
No code, no consultants, no learning curve.

Book a demo
01

Set up your field line

Pick a voice and grab a Zavo number for your team to call. They're logging jobs by phone in a few clicks.

Setup
Phone number
🇬🇧+44 7564 823 823Available
Voice
SarahBritish · Female
MarieAmerican · Female
JamesBritish · Male
02

Connect your systems

Link your CRM or job system and tell it what to capture — customers, visit notes, follow-ups, and parts.

What to capture
Customer & jobTrained
Visit notesTrained
Follow-up tasksTrained
Your CRM / job systemTrained
03

Call in, it files everything

Your team talks through the job and Zavo writes each detail to the right customer — notes, tasks, and status changes.

Updates logged
14 Oak St · note savedLogged
Radiator quote · task createdLogged
Job #1182 · marked doneLogged
Customer complaint · flaggedEscalated
Trusted by 2,500+ businesses

How businesses like yours are turning missed calls into revenue.

One missed call can be a lost customer. Zavo paid for itself within the first week.
Dr Sarah Mitchell
Practice Owner, Riverside Medical
We used to miss calls when we were out on jobs. Since switching to Zavo, every customer gets an answer straight away and we've picked up work we would've otherwise missed.
Daniel Brooks
Owner, Brooks Plumbing & Heating Ltd
Most of our enquiries come by phone. If we're busy on-site, calls get missed. Zavo handles them for us and the extra jobs easily cover the monthly cost.
Marcus Williams
Managing Director, MW Electrical Services
Patients often call outside normal hours. Zavo books appointments, answers common questions and makes sure we're not losing enquiries overnight.
David Turner
Practice Manager, Riverside Dental Care
January is always chaotic for us. Zavo helped us manage incoming calls without hiring another receptionist and clients have responded really well to it.
Arjun Patel
Director, Patel & Co Accountants
We were constantly missing calls while treating clients. Zavo now answers every enquiry, books consultations and gives us one less thing to worry about.
Sarah Mitchell
Owner, Mitchell Aesthetics Clinic
I was sceptical at first, but customers genuinely thought they were speaking to someone from the office. It's now answering calls we would've lost before.
Tom Richardson
Owner, Richardson Roofing & Building
Expected ROI

Here's what you can expect

Based on a typical field team losing hours each week to admin and chasing missing notes. Your numbers scale with how many jobs you run.

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5 hrs
of admin saved / week
100%
of jobs logged same day
more detail captured
Instant
CRM updates
Your estimated bottom line
Every job logged the day it happens + 5 hours of admin gone

Your team stops typing up notes after hours and your CRM stays current on its own — because all anyone has to do is call in and talk.

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FAQ

Frequently asked questions, answered honestly.

Your team. The field agent is an internal tool for your own staff — they call it from the road or on-site, talk through what happened, and it logs everything to your systems. It's not a customer-facing line.

Visit notes, job status changes, follow-up tasks, parts to order, time on site, new contacts — whatever you'd normally type into your CRM. You decide the fields it captures and where each one goes.

Yes. It writes straight into HubSpot, Salesforce, Pipedrive, and 1,000+ other tools — filed under the right customer and job. Got a custom or legacy system? We'll build the integration.

No. Your team just talks naturally — “finished at 14 Oak Street, replaced the boiler, customer wants a radiator quote, follow up Tuesday” — and it pulls out and files each detail on its own.

Yes. It's built for vans, job sites, and roadsides — it copes with background noise and works entirely by voice, so your team can log everything without stopping or typing a word.

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