AI note clean-up
Turn rushed field notes into a clean, readable report with one tap. Opt-in, using your own agency-supplied Anthropic or OpenAI key — nothing sent anywhere unless you turn it on.
Notes typed quickly in the field — often one-handed, often mid-job — don’t always read cleanly back at the office. Trackr’s AI rewrite feature turns rushed field notes into a clean, properly formatted report with a single tap.
It’s entirely opt-in per agency: nothing is sent anywhere unless your agency connects its own Anthropic or OpenAI key, and only the specific text you choose to rewrite is sent — never the rest of the job record.
Why field notes need a second pass
A note typed on a phone screen while standing on a doorstep, often one-handed and with somewhere else to be next, rarely comes out reading the way it would if it had been written back at a desk. Shorthand, missing punctuation and half-finished sentences are normal in the moment — the problem is that the same note might later be read by office staff preparing paperwork, or by a client trying to follow what actually happened on a job. AI note clean-up exists for that gap between what’s fast to type and what’s clear to read.
What it changes — and what it doesn’t
The rewrite is a formatting and clarity pass on what the agent already recorded, not a way of adding information that wasn’t there. It takes rushed, shorthand text and turns it into a properly formatted report with a single tap, using whichever wording best expresses what was already written. It’s a legibility tool, not a substitute for the agent recording the right details in the first place.
Staying opt-in and controlled
Nothing about this feature runs by default. An agency has to connect its own Anthropic or OpenAI API key before AI rewrite is available at all, and even then, only the specific piece of text an agent chooses to rewrite is sent to that provider — never the rest of the job record, the client’s details, or anything else on file. Agencies that don’t want any text leaving Trackr for a third-party AI provider simply never connect a key, and the feature stays dormant.
One thing worth knowing about recoverability
Because this is a live rewrite of existing text, it’s worth being precise about what’s tracked if something goes wrong. Trackr’s audit trail records changes to notes and other job fields, which covers most AI rewrites the same way it covers a manual edit. The one current exception is repo report fields specifically — a change there, including an AI rewrite, isn’t recoverable through the audit trail yet. Everywhere else, a rewrite that didn’t turn out right is the kind of change Trackr’s change history is built to catch.