Spreadsheet Data Entry
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Field teams

Field Reports from Employees in Google Sheets

Spreadsheet Data Entry helps you enter data into spreadsheets quickly from your phone: create forms, fill in fields, scan QR codes and barcodes, add photos, and save records to Google Sheets or locally.

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Service Work History by Site

When an employee repairs or services equipment at a site, I want to record the site, type of work, result, time, and coordinates so that a complete service history is available without paper forms or message threads.

Track Materials Used on Field Jobs

When a technician uses materials or spare parts at a site, I want to scan the item and enter the quantity from my phone so that actual usage is linked to the order, site, and employee.

Confirm Work Completion with a Checklist

When work at a site is completed, I want to mark completed items, the result, comment, time, and location from my phone so that the scope of work is confirmed without building a report from messages.

Situation

When employees collect data outside the office, I want them to complete the same form and send records to a shared spreadsheet so that messages, notes, and reports do not have to be combined manually.

Spreadsheet Data Entry vs Alternative Ways to Solve This

Alternative Limitations Why SDE is better
Paper field report
Reports arrive late, and the data must be interpreted and consolidated manually
SDE lets you give every employee the same form for the result, time, comment, and coordinates without re-entering data; it uses one field structure, geolocation, and offline operation.
Direct entry in Excel or Google Sheets from a phone
On a small screen it is difficult to find the correct row and column, and formulas, previous records, or the spreadsheet structure can be changed accidentally
SDE separates data entry from spreadsheet editing: the user sees only the required fields, and values are placed automatically in the columns configured for the “Field Reports from Employees in Google Sheets” use case.
Reports in a messenger or by email
Employees use different formats, and comments and coordinates do not reach one shared spreadsheet
SDE collects all required values in one guided form and immediately creates a structured row for the “Field Reports from Employees in Google Sheets” use case.
Field Service Management or a specialized field system
Provides assignments and routes but requires implementation and may be excessive for simple data collection
SDE can be launched without a full implementation: create a form, connect Google Sheets, and use only the fields required for the “Field Reports from Employees in Google Sheets” use case.

How to Set Up SDE with Google Sheets

1

Install the app and sign in with Google

Download SDE, sign in with Google, and grant access to your Google account so the app can work with your Google Sheets.

  1. Install SDE on your smartphone.
  2. Open the app.
  3. Sign in or create an account with Google.
  4. Open Settings.
  5. Connect the Google account you want to use with Google Sheets.
  6. Confirm access.

The app is ready to work with Google Sheets.

2

Create a spreadsheet and connect a form

Prepare a Google Sheet and create a new SDE form that will send data to the required worksheet.

  1. Create a Google Sheet.
  2. Add a worksheet for collecting data.
  3. Tap “Create form” in SDE.
  4. Enter the form name.
  5. Select Google Sheets as the storage destination.
  6. Choose the required spreadsheet and worksheet with the assistant, or paste the link manually.

The form is connected to Google Sheets and ready for field configuration.

3

Add form fields and map them to spreadsheet columns

Configure the fields users will complete on their phones and specify which Google Sheets column should store each value.

  1. Open the form field editor.
  2. Add the required fields, such as date, barcode, item name, quantity, and location.
  3. Select the appropriate data type for every field.
  4. Specify the destination column for each field: A, B, C, and so on.
  5. Mark required fields when needed.
  6. Save the form.

The form is fully configured and ready for data entry.

4

Open the form and send data to the spreadsheet

Open the completed form, fill it in on your phone, and send the first record. The data will appear in Google Sheets immediately.

  1. Open the saved form.
  2. Complete the fields or scan a code.
  3. Tap “Submit”.
  4. Wait for the successful submission confirmation.
  5. Open Google Sheets and check the new data row.

The data was submitted successfully and appeared in the spreadsheet.

Template

Ready-to-use Google Sheets template: Field Reports

Copy the ready-made spreadsheet to your Google Drive, connect it to an SDE form, and start collecting data from your phone. The template already includes the required columns, formulas (where needed), filters, and a sample row.

Open template

Result

FIELD DATA GOES DIRECTLY TO ONE SPREADSHEET

Give employees the same form for collecting data at sites.

  • all records arrive in one format
  • status, comments, and coordinates are linked to one record
  • reports do not need to be collected from chats and emails

FAQ

Which fields are needed for a field report?

Employee, site, type of work, result, date and time, comment, and geolocation.

How do I give employees the same form?

Export the form file and share it with colleagues for import into SDE.

How do I send data to one spreadsheet?

Select the same Google Sheet and worksheet in the form settings and give employees access.

Can incomplete reports be blocked?

Yes. Make key fields required; the submit button remains unavailable until they are completed.

What happens at a site without internet?

The record is saved on the device and sent automatically when the connection is restored.

Get started

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