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Smart Intake
Turn notes, chats, or photos into a new project draft.
Smart Intake turns rough notes, exported chats, or photos into a structured new project draft you can edit before saving.
Start Smart Intake
From the project list, tap Smart Intake (or say “Start Smart Intake in Handysuite” to Siri). You can also arrive here after share import with chat text.
iOS screenshot
Capture Smart Intake sheet with text area, optional photo attach, and industry program indicator.
Apple Intelligence and fallbacks
On supported devices with Apple Intelligence enabled, Smart Intake may structure fields more accurately. Otherwise you get basic parsing—you can edit every field before creating the project.
Always review client name, title, status, and contact fields before save.
Edit then create
- Review the generated draft on the create form.
- Adjust industry program if needed (applies to this project).
- Save to create the project and sync online.
iOS screenshot
Capture new project form after Smart Intake with client name and title prefilled, cursor on an editable field.
Voice and guided flows
Optional voice prompts can read questions aloud during intake. Toggle under Settings → Preferences → Voice assistance.
Related
Still stuck?
Browse more topics on the help center or email info@handysuite.pro. For account and product questions, see Contact support.