Otter.ai

Bookkeeping & admin contractorshvac

AI meeting notes and transcription for calls and site walkthroughs.

Pricing: Freemium — free Basic plan; paid plans available

Best for: Capturing details from client consultations.

The weekly 5-minute AI brief for service businesses

One useful tool, one workflow, zero hype. Free.

Need help setting this up? Talk to Velocity Forge