Visit Log: Form Spec
For Zeus to wire into a phone form. Do not build it here. Goal: 30 seconds per stop. Single-select fields are taps, not typing. Timestamp and GPS fill themselves.
Fields
| Field | Type | Required | Allowed values / default | Notes |
|---|---|---|---|---|
| Business | Text | Yes | Prefilled from the day's list if possible | Ken confirms or corrects the name. |
| Contact name | Text | Yes | (blank) | Who Ken spoke with. |
| Contact role | Text | No | Owner, manager, staff, or type it in | Skip if owner not in. |
| Segment | Single select | Yes | daycare, auto repair, restaurant/cafe, gym/studio, salon/barber, pet, other [DECISION 4] | One tap. |
| Outcome | Single select | Yes | owner not in, spoke to staff, spoke to owner, interview booked, signed, not interested, closed/holiday | One tap. |
| Next step | Single select | No | none (default), return visit, call back, interview date, send agreement | One tap. |
| Next step date | Date | No | (blank) | Only if next step needs a date. |
| Referral count | Integer | No | 0-30, default 0 | Names collected at this stop. |
| Source door | Single select | No | email, DM, nomination, cold [DECISION 3] | Which door this prospect came through. |
| Notes | Text | No | 140 characters max, optional | Short reminder only. No phone numbers. |
| Timestamp | Auto | Yes | Set on save | Not shown, not editable. |
| GPS | Auto | Yes | Set on save | Not shown, not editable. |
Derived daily rollups
Computed from the day's records, no extra typing:
- Stops: count of all records.
- Owners reached: records where outcome is spoke to owner, interview booked, or signed.
- Interviews booked: records where outcome is interview booked.
- Signed: records where outcome is signed.
- Referrals: sum of referral count.
Rules
- One record per stop. Log every door, even owner-not-in.
- Log before leaving the parking lot, while the stop is fresh.
- Never log a phone number in notes. It goes in the contact field.