Create a record for a first-time visitor. Keep the same prospect ID when they become a client.
Save and reopen records from the central office folder. Each save includes the editable datasheet, PDF and a row in the master Google Sheet.
Office Google access is configured by the owner. Staff do not enter Google keys or connect personal accounts. Any partial save is reported; retain the same prospect ID when updating a record.
Checking office Drive…
Upload a clear, straight photo or PDF of the earlier or current sheet. AI can misread handwriting: compare every value with the original before importing.
Groq AI is configured on the server. You do not need to enter an API key here. The original scan and every extracted value stay available for review.
No scan uploaded.