Writes when connected
Google Sheets
One row per visit, in the sheet you share. This is the path that writes today, once an admin connects it.
Where reports go
The call writes the row. The person does not open the sheet.
A field team files by phone. The report is in PeopleG the same day. A Google Sheet can take the same visits when you connect one. Other destinations can be saved now, and send later.
Four places a report can go
Addresses can be saved
Excel by email
Save the addresses that should get the day’s file. The evening email is not sent yet. The reports stay in PeopleG.
Address can be saved
Your own app
Save a web address for the system you already use. Signed delivery is not sending yet.
Not connected
Zoho and Salesforce
Neither is connected. Write to us when a customer needs one. The field team does not wait on that to file.
How a destination is turned on
The owner connects it
Only the owner can change where reports go. The people who file never see that screen.
They call as usual
The phone call does not change. PeopleG still asks the same questions and leaves an unsaid value empty.
The row is written
Today updates immediately. A connected Google Sheet gets one row per visit. A failed sheet write is tried again.
A correction follows
If a manager fixes a report, the sheet rows for that report are updated. The first version is not left as a second visit.
Questions
Does the person in the field open the sheet?
No. They call. An admin connects the sheet. The person does not need a Google account.
Can the report go to the app we already use?
You can save a web address for that app. Signed delivery is not sending yet. Write to us if you need it for a pilot.
Is Zoho or Salesforce included?
No. Neither is connected. Google Sheets is the destination that writes today.
What if the sheet write fails?
The report remains in PeopleG. The sheet write is tried again. A manager can still read the visit on Today.