It all stays with the account when someone leaves. The advisor who walks the field records the visit and signs the report. The team that holds the account owns what was recorded. When an advisor leaves, the places, the visits and the signed reports stay where they were, so the next advisor opens the farm and reads its history.
The client who receives a report gets the signed PDF and Word copies and a link to confirm they received it. Confirming is a receipt, not a signature, and it does not give the client the source recordings.
Reports download as PDF or Word, readings export to CSV or Excel and contacts export to CSV. If your client agreement sets its own terms for reuse of a report, those terms sit in that agreement.
When someone leaves the team
A team admin decides who is on the team. When an advisor leaves, the admin removes their access, and everything they recorded stays under the places it is about: the visits, the voice notes, the photos, the readings and every signed version of their reports. Nothing has to be exported or handed over by email before they go.
The advisor who takes over the farm opens the place and reads its history in order. The earlier report shows who signed it and when, and the activity log shows each capture, every version, the signature, each send and the client’s confirmation.
Signing freezes a report at that version. A later change makes a new version and the signed one is kept, so what the client received stays on the record when the team changes.
What the Terms of Service say
The Terms of Service say that the client data, field observations, voice recordings and service information you enter belong to you, that we claim no ownership and that we process them only to provide the service.
If a grower or another person you serve asks us about their data, we forward the request to your team, because you control that record.
Last checked: November 6, 2026