Paperwork and filing Entry 65 Office
Fill our own Word and Excel forms from the job record
In Office from the day you connect your tools. In Superintelligence too.
The text you'd send
“Fill our site safety form for the Oak St job from what we know, and put it in the job folder.”
- You text“Fill our site safety form for the Oak St job from what we know, and put it in the job folder.”
- It readsGoogle Drive, Google Docs, Google Sheets, your job board.
- What stays yoursThe template. Everything it can't know, which it leaves for you.
- You getThe form filled and filed, in the time it takes to ask.
- What it does
- It opens your own template (a Word form, an Excel sheet, a master form in Google Docs or Sheets), fills what it knows from the job record (customer, address, job number, date, scope, crew) and hands it back with the fonts and layout exactly as they were. It files the result in the job's folder. The blanks it can't know stay blank, and it tells you which. It never edits the master.
- What stays yours
- The template. Everything it can't know, which it leaves for you.
- What it connects to
- Google Drive, Google Docs, Google Sheets, your job board.
- What you get
- The form filled and filed, in the time it takes to ask.