Integration
Google Sheets
The sheets your business really runs on, read, kept current, and never restructured.
What it does with Google Sheets
It connects to the Google Sheets you point it at: the price book, the crew roster, the job-cost sheet, the open-quotes tab. It reads them for quoting and costing. It updates the cells you already use: a receipt onto the job-cost row, the schedule tab from the board, crew hours onto the job row with an over-estimate flag. It doesn't add tabs, rename headers or reorganize anything unless you ask, and it tells you which cells it changed. You choose which sheets it may update; the rest stay read-only.
Price this quote from the price book sheet.
When a receipt comes in, add it to the job's row on the job-cost sheet.
Every evening, update the schedule tab from the board.
Every Friday, build a sheet of hours by crew member and job and send it to me.
What it reads, what it writes
- Refreshes
- Every day, and the moment something changes where the system tells us.
- Cleans
- Duplicates, blanks and conflicts in what it reads, logged with before and after.
- Who wins
- Google Sheets stays your system of record for what it holds. It never overwrites a record you changed by hand without telling you.
Questions
- Will it restructure my spreadsheet?
- No. Same columns, same headers. It tells you every cell it changed.
- What about the sheets that only exist because two tools don't talk?
- It builds the connection, and the sheet can go when you're ready. See "Your spreadsheets".