of 8— Create your Carv account

What you'll accomplish

By the end of this guide, you'll have Carv running on your phone calls so it automatically transcribes every phone screen and delivers structured notes — candidate background, skills, availability, compensation, interest level, and next steps — within 30 seconds of hanging up. You'll stop taking notes during calls, stop forgetting details from screens #8 through #12 in a heavy day, and cut your post-call ATS entry time by 50–70%.

What you'll need

A Carv account (carv.com — free trial available, then ~$99/month per user)
Your work phone or a computer with a softphone (Carv works with both mobile calls and virtual phone systems)
Your Bullhorn login (optional but recommended — enables direct ATS export)
Time needed: 30–45 minutes to set up; 5 minutes before your first call
Cost: ~$99/month per user (free trial available; check if your agency has a team plan)

How-To Guide: AI Call Note-Taking and ATS Record Updates

Step 1: Create your Carv account

Go to carv.com and sign up. You can start a free trial without a credit card.

Open a browser and go to carv.com
Click Get Started or Start Free Trial
Enter your work email address and create a password
Check your inbox for a verification email and click the confirmation link

What you should see: After confirming your email, you land on a dashboard with a prompt to connect your phone or calendar.

Troubleshooting: If the confirmation email doesn't arrive within 2 minutes, check your spam folder. Add carv.com to your trusted senders list.