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Real-world use cases

THE EXACT MOMENTS
SOLE TASKER EARNS ITS KEEP.

Not another feature list. These are the real moments Australian tradies turn voice notes into tasks, job records and admin actions — on site, between jobs or before the details disappear.

Example scenarios and captures — not customer testimonials.

On site

BEFORE YOU LEAVE THE JOB.

The useful part is catching the details while they're still in front of you — before the next call, the next site and the drive home.

Electrician
Friday · 3:45pm

Switchboard upgrade is finished, but the cert and invoice notes still need doing.

Example capture

“Switchboard done at 22 Lennox St. Add the board photos. Cert still to do. Invoice notes: board upgrade, new RCBOs and main earth upgraded. Put the cert in My Day for Monday.”

Job notesCertificate noteMy DayPhotos
Air conditioning installer
Install complete

The split is running. You want the job record finished before you pull out of the driveway.

Example capture

“6kW Daikin installed at 14 Rose St. Outdoor unit north wall. Add serial-number photo. Invoice notes: supply and install 6kW split. Request a review before I leave.”

Site notePhotoInvoice noteReview request
Builder
End-of-day site walk

You spot three loose ends and two of them belong to other people.

Example capture

“Tom to chase the engineer cert. Luke to pick up the door hardware. I need to call the client about the window change. Keep all three in my My Day until they're sorted.”

Assigned tasksMy DayJob-linked follow-up
Solar installer
Customer mentions “later” work

The customer asks about a battery, but it isn't part of today's job.

Example capture

“Customer at 9 Barker Ave wants to look at adding a battery after the rebate changes. Not for now — save it as future work against this job and follow up in October.”

Future WorkJob historyFollow-up
Between jobs

THE STUFF THAT ARRIVES WHILE YOU'RE BUSY.

New enquiries, work orders and callbacks rarely arrive when you're sitting at a desk. These examples are about getting them somewhere useful without stopping the day.

Plumber
Phone rings between jobs

A customer has a leak and starts giving you the address, photos and details over the phone.

Example action

“Send Sarah the job intake link. She can put in the address, contact details and photos of the burst flexi. I'll review it before I book anything.”

Job IntakeCustomer detailsPhotos
HVAC technician
Work order lands as a PDF

A facility manager sends a work order and you need the important bits without retyping the page.

Example use

“Scan work order 43182. Pull out the site address, contact, order number and scope. I'll check the details before I save the job.”

Doc ScanWork orderReview before save
Painter
Quote finished · customer wants it tonight

You leave the measure-up knowing you'll forget the follow-up if it stays in your head.

Example capture

“Thompson job — interior four-bed repaint, two coats. Quote tonight. If they haven't replied by Thursday, remind me to follow up.”

TaskReminderJob note
Electrician · small team
Worker calls from another site

Your worker finds another fault. They need to own the task, but you still want it on your radar.

Example capture

“Assign Tom: replace damaged isolator at Richmond. Due tomorrow. Add it to my My Day as well so I can make sure it gets closed out.”

Assigned to TomIn My DayNo reassignment
Next morning

WHAT DO I ACTUALLY NEED TO DEAL WITH TODAY?

My Day is useful because it can be your own short list without becoming a schedule or changing who a task belongs to.

Sole trader electrician
7:05am

You have jobs everywhere, but only four things actually need your attention today.

Example My Day

“Call supplier about Richmond board. Finish Mornington cert. Check Tom replaced the isolator. Send Johnson invoice notes to admin.”

My DayAcross jobsAssigned people still visible
Any trade
Before leaving site

You need to do the little things now because they are the ones that disappear later.

Example close-out

“Open maps for the next job. SMS the client that I'm on the way. Send the review link here. Check the SWMS is signed. Then I'm done with this one.”

MapsSMSReview requestSWMS
Smaller moments matter too

NOT EVERYTHING NEEDS A WORKFLOW.

Sometimes you just need somewhere to put one thing before it disappears.

Site note“Gate code is 1842. Power isolated at rear sub-board.”
Unfinished item“Back exterior light still needs replacing when stock arrives.”
Invoice note“Add 2 hours fault-finding and replacement contactor.”
Future work“Customer asked about EV charger after switchboard upgrade.”

THE JOB CHANGES.
THE IDEA DOESN'T.

Capture the thing when it happens, keep it with the right job, and make it easy to find when you actually need it.

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