A technician on a water heater call notices the shutoff valve is seized. It isn't on the work order. Nobody quotes it. The customer finds out when it fails.

That moment happens on almost every service visit, and it's worth real money. Here is exactly how Mentat captures it, step by step.

The loop, start to finish

One. The technician records a voice memo before leaving the driveway. Thirty seconds, plain speech: what they saw, roughly what it takes to fix, what it might cost.

Two. Mentat transcribes the memo automatically. No typing, no forms, no app-switching mid-job.

Three. The transcription is structured into priced recommendations, ranked by urgency, each one attributed to the technician who found it.

Four. An operator reviews every recommendation before anything moves. Nothing reaches a customer without a human decision. Approve it, snooze it, or decline it.

Five. Approved recommendations write back into Jobber as draft estimates. Drafts, not sent quotes. Jobber stays your system of record; your normal quoting workflow takes over from there.

Six. Mentat polls the outcome. When a draft converts to won work, that revenue is attributed to the technician who called it out, by name, on a dashboard.

Why this isn't voice-to-invoice

Voice-to-invoice tools work at the end of a job: the work is done, the tool formats the bill. Useful, but the revenue already existed. Mentat works before a quote exists at all. It finds work nobody was going to bill because nobody was going to write it down. Different end of the job entirely.

Why this isn't a DIY Zapier pipeline

You can wire a voice recorder to a transcription API and a spreadsheet in an afternoon. What that pipeline lacks is everything that makes shops trust the output: an operator review step before anything is customer-facing, a real write-back into Jobber rather than a text file, and attribution so technicians see their finds turn into revenue and keep recording memos. The loop only sustains itself when techs get credit.

FAQ

Does Mentat replace Jobber? No. Mentat rides on top of Jobber and is never the system of record. Estimates land in Jobber as drafts and your team runs the quoting from there.

What does a technician have to learn? Recording a voice memo. That's the whole workflow on the technician side.

Does anything go to a customer automatically? No. Every recommendation passes operator review first.

What does it cost? Twenty-nine dollars per location per month, plus 2.9 percent of attributed recovered revenue. Ninety days free.

How does it connect? Sign up at mentathq.com, then connect your Jobber account with OAuth. A few minutes, start to finish.