GoCanvas Integration with QuickBooks for Field Workers

Implementing Workflow Automation Software

A smooth transition to workflow automation involves:

Auditing current processes: Identify inefficiencies and areas for digital optimization.
Choosing the right tools: Select automation solutions tailored to your needs.
Training your team: Ensure employees are comfortable with digital tools.
Monitoring and optimizing: Continuously evaluate and refine workflows.

Pro Tips for a Smooth Integration

Start small: Test automation with a pilot program before full implementation.
Involve your team early: Encourage adoption by involving employees in the transition.
Measure success: Track improvements in time savings, error reduction, and compliance rates.
Ensure system compatibility: Verify seamless integration with existing software.

Future-Proofing Your Workflow Automation

Automation is an ongoing process. To maximize efficiency:

Regularly update automation rules to align with evolving business needs.
Invest in employee training to ensure adoption and effective use.
Stay compliant with regulations by updating workflows accordingly.
Leverage analytics to uncover additional areas for improvement.
Scale automation by expanding workflows to new departments or services.

Choosing the Right Workflow Automation Tool

Not all automated workflow solutions are created equal. When selecting a tool, consider:

Ease of use: No-code automation options allow quick setup without IT support.
Integration capabilities: Ensure the tool syncs with your existing systems.
Scalability: Choose a solution that grows with your business.
Automation capabilities: Look for customizable automation features.
Reporting and analytics: Gain insights to optimize workflows over time.

GoCanvas integrations ensure seamless workflow automation, eliminating inefficiencies and reducing manual effort across your organization.

Real-World Workflow Automation Success Stories

Construction and Field Services

Problem: Paper-based safety checklists caused OSHA compliance delays.
Solution: Digital safety inspections enabled real-time compliance tracking.
Results: Our client reduced paperwork errors and improved response times.

Logistics and Transportation

Problem: Manual fleet inspections led to overlooked maintenance issues.
Solution: Automated maintenance tracking improved vehicle uptime.
Results: Our client reduced maintenance-related delays.

Facility Management

Problem: Disorganized service requests slowed down response times.
Solution: Automated task management instantly assigned work orders.
Results: Our client enjoyed faster response times and reduced downtime.

Partner with GoCanvas for Smarter Workflows

Spring is the perfect time to refresh and optimize your business workflows. Say goodbye to paperwork, reduce inefficiencies, and partner with GoCanvas. Our automated workflow solutions help businesses improve compliance, streamline operations, and improve productivity. Request a demo today!

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers.

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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GoCanvas Integration with QuickBooks for Field Workers

Posted on April 3, 2025April 3, 2025 by April Jones

GoCanvas Integration with QuickBooks for Field Workers

Analytics and Data Collection | Business Efficiency | Business Operations | Integrations

Simplifying Financial Management with QuickBooks for Field Workers

Managing finances is a crucial yet complex task for field service businesses. Manually tracking invoices, payroll, job expenses, and project costs can lead to inefficiencies, errors, and financial losses. That’s why many companies rely on QuickBooks—an accounting solution designed to streamline bookkeeping, payroll, and expense tracking.

But what if financial management could be even more seamless? Thanks to the GoCanvas^® integration with QuickBooks, field teams can sync real-time jobsite data with accounting software, eliminating paperwork and manual data entry while ensuring financial accuracy.

Why Field Service Businesses Use QuickBooks for Accounting

Accounting needs in field service industries differ from other businesses. Teams must track expenses and sales, manage time and payroll, process invoices accurately, and ensure profitability per project. QuickBooks—especially QuickBooks Enterprise and QuickBooks Online Advanced—offers specialized features tailored to these needs.

Key Features of QuickBooks for Field Service Accounting

Automated invoicing: Generate and send invoices instantly.
Payroll management: Process payroll, calculate overtime, and track union rates.
Job cost tracking: Monitor labor and material costs to maintain profitability.
Custom financial reporting: Gain insights into profits and expenses to inform better decision-making.
Cloud access: Work from anywhere with real-time financial updates.
Industry-specific tools: QuickBooks’ contractor edition includes job costing and specialized reporting.
Seamless integrations: QuickBooks works with field service apps like GoCanvas to capture jobsite data.

However, even the best accounting software needs accurate, real-time data from the field to be truly effective. That’s where GoCanvas comes in.

How GoCanvas Improves QuickBooks for Field Service Businesses

While QuickBooks helps businesses manage finances, GoCanvas provides the missing link by automating data collection from jobsites. This reduces errors, speeds up processing, and gives businesses better financial oversight.

1. Automating Data Entry from the Field

Manually tracking materials, logging hours, and recording job progress can be time-consuming and error-prone. With GoCanvas:

Field teams submit jobsite data using mobile forms.
Data syncs instantly with QuickBooks, eliminating manual entry.
Business owners and accountants can access real-time financial data without discrepancies.

2. Streamlining Expense and Invoice Management

Many field service businesses struggle with tracking expenses and managing invoices efficiently. Integrating GoCanvas with QuickBooks helps by:

Capturing expenses on-site: Employees submit receipts and costs via mobile devices.
Automating invoice generation: QuickBooks instantly creates invoices based on job completion data.
Improving cash flow: Faster invoicing means reduced payment delays.

3. Improving Payroll Accuracy and Time Tracking

Managing payroll in the field service industry can be complex, with different rates, overtime, and compliance requirements. With GoCanvas and QuickBooks Time, businesses can:

Accurately track employee work hours in real time.
Automate wage and overtime calculations.
Reduce payroll disputes and ensure timely payments.

4. Keeping Financial Reports Up to Date

Real-time financial insights are critical for field service businesses. The GoCanvas–QuickBooks integration helps by:

Generating reports on job expenses and profitability
Identifying cost overruns before they affect the bottom line
Providing accurate forecasting for future business planning

Why Integrate QuickBooks and GoCanvas?

Field service businesses need a complete financial management solution. By integrating GoCanvas with QuickBooks, companies can:

Reduce admin work: Automate bookkeeping and eliminate manual data entry.
Improve accuracy: Eliminate duplicate forms and accounting errors.
Improve cash flow: Streamline invoicing and expense tracking.
Stay compliant: Reduce audit risks with accurate financial records.
Customize workflows: Tailor QuickBooks features to specific business needs.

Choosing the Right QuickBooks Version for Your Business

The best QuickBooks version depends on your business size and needs. Your options include:

QuickBooks Online Advanced: Ideal for businesses needing cloud-based access and easy integration with GoCanvas.
QuickBooks Enterprise: Best for larger businesses requiring advanced reporting and job costing.
QuickBooks Desktop: A solid choice for businesses preferring on-premise software with robust accounting tools.
Contractor Edition: Designed for field service businesses needing job-specific reports and cost tracking.

How to Set Up QuickBooks and GoCanvas for Your Business

Choose the right QuickBooks version: Select the one that fits your accounting needs.
Download the GoCanvas app: Equip your field teams with mobile access.
Sync GoCanvas with QuickBooks: Automate data transfer from jobsites to accounting records.
Train your team: Ensure employees know how to log expenses, time, and project updates.
Get support if needed: Work with our team to ensure a smooth integration.

The Future of Field Service Accounting with GoCanvas and QuickBooks

More businesses are shifting to cloud-based financial management for flexibility and accessibility. Unlike QuickBooks Desktop, cloud solutions enable owners to collaborate with accountants and access financial data anytime. GoCanvas improves this by capturing real-time field data, ensuring QuickBooks remains up-to-date.

Key Questions to Consider When Choosing an Accounting Solution

Does it integrate with existing field service apps?
Can it track expenses and job costs in real time?
Does it automate invoicing and payroll processing?
Is it customizable to match your business operations?
Does it include features like job management and time tracking?

Go Digital with GoCanvas—Say Goodbye to Paperwork

You don’t have to rely on outdated, paper-based processes anymore. QuickBooks automates accounting, while GoCanvas ensures accurate real-time data submission from the field. Think of QuickBooks as your financial hub and GoCanvas as the bridge connecting jobsites to your accounting system. Learn more about our QuickBooks integration and see a demo in action.

Ready to simplify bookkeeping, invoicing, and payroll?

Request a custom demo today—because managing your business finances should be as efficient as your field operations!

About GoCanvas

GoCanvas®, part of the Nemetschek Group, is an all-in-one digital solution that transforms the way businesses connect their office and field teams. Our user-friendly platforms simplify and streamline tasks like scheduling, dispatch, inspections, daily reports, work orders, and invoicing—digitizing paper processes to enhance safety and ensuring maximum compliance with industry standards.

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

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Empowering Business Growth: Jon Coley on GoCanvas Partnerships

Posted on April 1, 2025April 1, 2025 by April Jones

Empowering Business Growth: Jon Coley on GoCanvas Partnerships

Business Efficiency | Business Operations | Data Collection | Field Operations | Partner

The Future of Digital Transformation Is Collaborative

Technology is changing faster than ever, and businesses that want to stay ahead aren’t just adopting new solutions—they’re building strategic partnerships and white label software that fuel scalability, efficiency, and innovation. At GoCanvas^®, we’ve always been focused on empowering businesses to work smarter with digital forms, automation, and seamless workflows. Now, we’re taking that a step further by expanding our partner network—and we want you to be part of it.

Meet Jon Coley: A Leader Focused on Growth and Innovation

To lead this initiative, we’re thrilled to introduce Jon Coley, GoCanvas’s Senior Vice President of Partnerships. With extensive experience scaling software companies through direct and indirect GTM strategies, Jon has successfully driven growth across multiple SaaS providers. He is dedicated to establishing GoCanvas as the premier partner for companies expanding their digital solutions.

“The best partnerships are built on mutual success,” Jon says. “At GoCanvas, we’re not just offering a product—we’re offering a way for businesses to grow, innovate, and differentiate themselves in their industries.”

Jon’s vision is simple: Create a partnership program that delivers real value, whether you’re reselling our platform or embedding it directly into your own digital automation.

Why Partnerships Matter: A New Era of Business Growth

GoCanvas has already helped thousands of businesses digitize paperwork, streamline workflows, and improve productivity. But we know that different businesses need different solutions—and that’s where partnerships come in.

By expanding our indirect business strategy, we’re making it easier for companies to:

Add GoCanvas to their product portfolio (for technology resellers and solution consultants).
Embed GoCanvas into their own software (for SaaS companies and product developers looking to add powerful digital forms without lengthy and costly product development).

This isn’t about shifting away from direct sales—it’s about making our technology more accessible to a wider range of businesses through strategic collaboration.

Two Ways to Partner with GoCanvas

We’ve built our partner network around two key opportunities:

1. Offer GoCanvas as a Standalone Solution

For businesses that want to expand their product offerings, the GoCanvas Reseller Program provides a turnkey solution to offer industry-leading digital forms and workflow automation. You get the tools, training, and support needed to sell GoCanvas to your customers and grow your business.

2. White-Label and Embed Our Technology

For software providers looking to enhance their platforms, GoCanvas’s White Label and Embedded Solutions allow you to seamlessly integrate our technology into your existing software. Whether you want a fully branded experience or a behind-the-scenes integration, we make it simple.

Spotlight: The Mobile SDK—A Game Changer for Embedded Solutions

For businesses with their own mobile and web applications, the GoCanvas SDK is a powerful way to embed digital forms directly into your platform. This enables you to offer your users the ability to easily capture data, automate workflows, and streamline field operations in real time—without the time, cost, or complexity of custom development..

Why Businesses Love the SDK

Embedded functionality: Integrate GoCanvas’s digital forms and workflow automation directly into your platform, keeping users within your ecosystem.
Brand control: Maintain a fully branded experience without relying on an external white-label solution.
Faster time to market: Quickly add powerful data capture and automation features without the cost or complexity of custom development.
Improved user experience: Keep customers engaged with a seamless in-platform experience that boosts adoption and retention.

It’s the perfect way to enhance an existing product without reinventing the wheel.

Looking Ahead: Join the GoCanvas Partner Network

Jon’s mission is clear: Make GoCanvas the best partner for businesses looking to scale. Whether you’re a reseller, a SaaS company, or a technology provider, our partner program is built to help you grow and succeed.

“We’re not just looking for partners—we’re looking for businesses [that] want to innovate alongside us,” Jon says. “Together, we can redefine how companies collect and use data in the field.”

Now’s the Time to Explore Partnership Opportunities

The demand for smart, digital solutions is only growing, and businesses that embrace strategic partnerships will scale faster and smarter. If you’re looking for new revenue opportunities and a way to bring more value to your customers, let’s talk.

Explore the GoCanvas Partner Network and see how we can grow together.

TALK TO OUR PARTNER TEAM

About GoCanvas

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

Start Your Partnership With GoCanvas Today

Enable your customers with a world-class field data collection solution and start driving revenue today.

Tax Season Is Coming: Ensure Accurate Data and Stress-Free Filing

Posted on March 25, 2025March 25, 2025 by April Jones

Tax Season Is Coming: Ensure Accurate Data and Stress-Free Filing

Business Operations | Data Collection | Field Operations | Integrations

Avoid the Last-Minute Tax Crunch

The 2025 tax season is here—are you scrambling to pull together receipts, invoices, and payroll records at the last minute? If tax time feels like a stressful race against the clock, you’re not alone. Many businesses struggle with disorganized paperwork, missing expenses, and last-minute corrections.

The good news? It doesn’t have to be this way.

Instead of digging through old files and chasing down documents, GoCanvas^® makes tax season easy by digitizing your data collection, keeping records up to date, and syncing seamlessly with accounting tools like QuickBooks, Freshbooks, and Xero.

Let’s break down how you can avoid tax-time chaos and stay organized all year long.

Why Disorganized Financial Data Can Cost You

Relying on paper receipts and manual tracking could be costing your business more than you realize. Here are some common tax season headaches:

Lost or incomplete records: Ever had to dig through stacks of paper looking for a missing receipt? Without accurate records, you might miss out on deductions or overpay in taxes.
Time-consuming data re-entry: Manually entering expenses, invoices, and payroll details eats up hours that could be spent growing your business.
Payroll delays: If your timesheets are inaccurate or approvals are missing, employees and contractors might not get paid on time.
IRS compliance risks: Errors in tax filings can lead to audits, penalties, or even legal trouble. No one wants that stress.

A digital system like GoCanvas keeps everything organized in real time, so you’re always prepared when tax season rolls around.

Stay Ahead with Real-Time Data Collection

When every dollar matters, you need accurate financial records to maximize deductions, avoid errors, and stay compliant with tax regulations. Inaccurate or incomplete records can lead to overpaying in taxes or missing out on legitimate write-offs. With GoCanvas, you can:

Track job costs as they happen: Snap photos of receipts, log expenses on site, and ensure nothing slips through the cracks.
Sync with QuickBooks: Your accounting software stays up to date without manual data entry.
Keep payroll accurate: Digital timesheets mean no more guessing about hours worked.
Store everything in the cloud: Need an invoice from last year? Find it instantly—no more paper piles.

Easily Manage Change Orders and Expenses

Last-minute expenses, material upgrades, and change orders can mess with your financial records, leading to budget overruns and miscalculations that can throw off your financial reporting. Unexpected costs can disrupt cash flow, delay approvals, and create confusion for both your team and clients. GoCanvas makes it easy to adjust job costs in real time, ensuring every expense is immediately recorded, approved, and reflected in your accounting system.

Update expenses instantly: No surprises when tax time comes around.
Get digital approvals: Keep a clear record of every change, with no lost paperwork.
Generate automatic reports: See a full breakdown of your finances without extra work.

Free Up Your Admin Team to Focus on Growth

Your office team shouldn’t be drowning in paperwork when they could be focusing on building client relationships, streamlining operations, and driving revenue growth. Time spent manually entering data, sorting through receipts, and chasing down approvals is time taken away from strategic tasks that move the business forward. By automating administrative work, members of your team can dedicate their energy to high-value activities like improving customer service, optimizing workflows, and securing new contracts.

With GoCanvas, they can:

Spend less time sorting through invoices and receipts.
Ensure all financial records are accurate and organized.
Focus on growing the business instead of fixing last-minute mistakes.

Avoid Payroll and Tax Filing Mistakes

Payroll taxes, contractor payments, and expense tracking all impact tax filings. Errors can mean penalties, delays, or compliance issues.

To ensure financial records stay accurate and tax-ready, use GoCanvas to:

Automate payroll tracking: Ensure every hour worked is accounted for.
Prevent miscalculations: No more manual entry errors.
Ensure timely payments: Employees and contractors get paid on time.

Make Tax Season a Breeze: Go Digital with GoCanvas

GoCanvas helps you stay ahead by keeping all your financial records in one place, integrating with QuickBooks, and providing real-time reporting—whether you’re filing quarterly or preparing for April’s tax deadline. No more scrambling to find missing documents or uncovering manual data entry errors—just an organized, efficient process that makes tax filing simple. Take control of your business finances today and experience a stress-free tax season with GoCanvas.

Request a demo today and see how easy managing your finances can be!

About GoCanvas

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

Check out even more resources

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GoCanvas Company Updates | GoCanvas Release Notes

Get to Know James Taylor: GoCanvas’s New CEO

Posted on February 6, 2025March 25, 2025 by April Jones

Get to Know James Taylor: GoCanvas’s New CEO

In a recent announcement, GoCanvas^® introduced James Taylor as its new CEO. With a wealth of experience in driving growth and innovation, James is set to lead GoCanvas into an exciting new chapter. We sat down with him to learn more about his vision for the company, what inspires him, and what’s next for GoCanvas.

James Taylor: Thank you! It’s actually a fun story—I started out as a customer. We weren’t the typical GoCanvas user, but we white-labeled the technology into our solution to solve a key challenge: capturing data and translating it into government-regulated inspection forms. GoCanvas became our “easy button”—saving us time and helping us say yes to more customers.

The more I learned about the company, the more I was hooked. I’ve always loved tech, but what really excites me is technology that empowers the people who make, move, or manage the world we live in. GoCanvas is all about simplifying inspections and maximizing compliance for field workers—an impact that truly matters. That mission pulled me in, and I haven’t looked back since.

Q: What excites you most about stepping into the role of CEO?

James Taylor: I’m incredibly excited to help shape the future of GoCanvas as we continue to grow, innovate, and make an even bigger impact on the industries we serve. AI has already transformed how office workers operate, but we’re at a pivotal moment where technology will do the same for field workers—making their jobs safer [and] more efficient, and giving them back time to focus on what really matters.

Beyond the tech, what truly energizes me is the people—the incredible teams at GoCanvas and SiteDocs. Having been part of the company for over a year, I’ve seen firsthand the dedication and talent behind these brands. Leading this team is both an honor and an opportunity to build something amazing together.

Q: What are your top priorities for GoCanvas in the coming months?

James Taylor: My immediate focus is on accelerating growth across all of our brands, including SiteDocs. SiteDocs is already a household name among safety professionals in Canada—now, it’s time to expand that reputation globally.

At GoCanvas, we have an incredible opportunity to further delight our customers by making our platform even simpler, more intuitive, and just as flexible as ever. That flexibility is what makes GoCanvas great, and we’re doubling down on it.

We’re also exploring ways to connect workflows between our users and those of Bluebeam and other Nemetschek brands, creating a more seamless experience across the entire ecosystem. The future is all about efficiency, connectivity, and putting powerful tools into the hands of field workers.

Q: Can you tell us about a mentor or role model who’s had a significant impact on your leadership style?

James Taylor: It’s hard to pinpoint just one mentor or role model—I’ve been fortunate to have several people shape the leader I am today.

One of the most influential experiences in my life actually started in childhood. From ages 3 to 13, I grew up in a cul-de-sac in Tucson, Arizona, surrounded by 18 other boys, all within three years of my age. For a decade, I found myself naturally leading this group—whether it was organizing sports or orchestrating whatever adventure we were into after school. Looking back, those years were my first lessons in leadership, organization, and conflict resolution—I like to think I got my Malcolm Gladwell “10,000 hours” in before middle school.

In my professional life, I’ve had the privilege of working with some incredible leaders. Early in my career at Honeywell, I learned a tremendous amount from Dave Cote, longtime CEO. He built a culture that knew how to win the quarter, win the year, and win in the market for years to come—a balance that left a lasting impression on me.

As a recovering finance guy, three leaders played a pivotal role in shifting my career trajectory:

Usman Shuja, currently build division leader and CEO of Bluebeam, in helping me learn how to win with partners and customers
Que Dallara, EVP and president of diabetes at Medtronic, in helping me develop strategic thinking and [learn] how to run a business
Sameer Agrawal, currently CEO of Orbcomm, in helping me think bigger about new markets and new ways to grow

I met Usman Shuja, Que Dallara, and Sameer Agrawal during my time at Honeywell. Their encouragement and belief in me helped accelerate my career beyond finance and into broader leadership roles. I’m incredibly grateful for their impact—along with the many other leaders I’ve had the privilege of working with over the years.

Q: When you are not working, how do you spend your time?

James Taylor: I’m incredibly lucky to have a supportive and fun family that keeps life exciting. My wife and I have been together since high school, and we spent our 20s seeing as much of the world as possible before starting a family.

Now, we have two amazing (and very busy) kids. Our 4-year-old daughter is already a future CEO—she runs our house with impressive authority. Meanwhile, our 18-month-old son is testing the limits of both our home’s structural integrity (bouncing off walls) and its artistic potential (coloring on them). They keep us on our toes, to say the least.

True to our GoCanvas end users, I love a good home improvement project. I recently wrapped up a basement bathroom remodel and built a treehouse in the backyard—both of which, thankfully, are holding up.

James Taylor: First and foremost, thank you to our customers and partners for your trust and support. GoCanvas has built its reputation on innovation, collaboration, and a deep commitment to the people we serve, and I’m excited to continue that legacy.

As we move forward, my focus is on making sure we keep delivering smarter, simpler, and more powerful solutions that help field teams do their best work. And I’d love to hear from you! What can we do better? What do you want more of? Let’s keep the conversation going—your feedback helps shape the future of GoCanvas.

Stay tuned for more updates as James Taylor leads GoCanvas into this exciting new chapter. Want to learn more about how GoCanvas can transform your business? Request a demo today!

About GoCanvas

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

See how GoCanvas can help your business streamline operations, improve efficiency, and drive results.

GoCanvas Appoints James Taylor as Chief Executive Officer

Posted on January 31, 2025February 3, 2025 by April Jones

PRESS RELEASE

GoCanvas Appoints James Taylor as Chief Executive Officer

Taylor will be responsible for driving growth and efficiencies across all GoCanvas brands including SiteDocs and Device Magic.

Press Releases

RESTON, VA (February 3, 2025)

GoCanvas®, a leading mobile data collection and workflow automation suite of SaaS solutions for field workers, today announced the appointment of James Taylor as its new Chief Executive Officer. Taylor, who has been instrumental in driving innovation and growth as Chief Product Officer for GoCanvas, will lead the company into its next era of expansion and strategic success.

Taylor’s extensive experience driving growth and supporting both partnership and product organizations uniquely positions him to guide GoCanvas as it continues to scale and innovate in an ever-evolving market. During his tenure as Chief Product Officer, he spearheaded key initiatives across all three organizations, transforming their product roadmaps and elevating their market leadership in the operational safety, efficiency and compliance solutions industries. Prior to GoCanvas, Taylor spent more than 11 years at Honeywell in several key leadership roles within their software businesses.

“I’m honored to take on the role of CEO and continue building on our strong foundation of innovation and collaboration for fieldworkers,” said Taylor. “As GoCanvas embarks on this exciting chapter, I’m eager to continue working with our talented team and the broader teams at Bluebeam and the Nemetschek Group to deliver even greater value to our customers, partners and stakeholders.”
James Taylor

This leadership transition comes as Viyas Sundaram GoCanvas’ outgoing CEO, steps into a strategic advisory role at Nemetschek Group, where he will contribute to broader initiatives supporting the digital transformation of the built world.

“James played a pivotal role in GoCanvas’ growth, overseeing transformative milestones and setting the stage for the company’s continued success,” said Viyas Sundaram. “As he begins this exciting new chapter, we are excited to see how James continues to drive the GoCanvas vision forward and integrates the company into the broader objectives of the Nemetschek Group.”

Last year the Nemetschek Group acquired GoCanvas as a part of their Build & Construct division, which also includes Bluebeam. To learn more about how they are driving digital transformation for those who build our world, read the full announcement.

About GoCanvas

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

See how GoCanvas can help your business streamline operations, improve efficiency, and drive results.

Introducing The Studio: Next-Generation Form Building with Brent Nieder

Posted on January 28, 2025February 18, 2025 by lynne salie

Introducing “The Studio”:
A Conversation with Brent Nieder,
VP of Product at GoCanvas

Analytics and Data Collection | Forms | Workflow Management

At GoCanvas, we’ve always strived to push the boundaries of mobile data capture. After 16 years of innovation, we’re proud to introduce our latest feature: The Studio. To give you an insider’s perspective, we sat down with Brent Nieder, our VP of product, who has been a driving force behind GoCanvas for over 13 years.

Q: Brent, can you give us a quick overview of what The Studio is and why it’s such a big deal for GoCanvas® customers?

Brent: Absolutely! The Studio is our next-generation form and workflow-building platform. It’s a modernized, all-in-one tool that combines the power of our Builder, Designer, and workflow collaboration features. We’ve built it from the ground up to deliver a streamlined, intuitive experience for our customers. The first feature we’re rolling out in The Studio is Quick Start, which allows users to upload a PDF of their existing forms, drag and drop fields, and test their mobile data capture solution all within the same space. It’s fast, super simple, and designed to get teams who are new to digital data collection up and running in minutes.

Q: What inspired the creation of The Studio?

Brent: We know how painful it is to be asked to take time out of your busy workday to learn another new tool. Over the last 17 years, we’ve learned a lot about our customers’ mobile data capture needs. The Studio was born out of a desire to combine everything we’ve learned and deliver a new solution that’s the easiest to use in the industry without sacrificing the powerful flexibility our customers know and love. With Quick Start, we’re addressing a key pain point: “Make it way easier for businesses to start filling out digital forms.”

Q: Who will benefit the most from Quick Start?

Brent: Quick Start is perfect for anyone who wants to simplify mobile field data capture. It’s especially great for:

Workers with simple forms who don’t want to spend hours on setup
Teams with existing PDF reports who want to maintain their look and feel
New users who are just starting their journey with mobile tools

If you have a straightforward form and want to deploy it quickly to your field workers, Quick Start is the ideal solution.

Q: How does Quick Start make form building easier?

Brent: It’s all about simplicity. You start by uploading a blank PDF copy of your existing form. Then, you drag and drop fields like dropdowns or photo capture directly onto your PDF. You can customize field placement, font styles, and settings (like making fields required). You can even preview how your form will work on mobile devices and download a sample report to make sure everything looks just right—all without leaving The Studio.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

Q: Are there any limitations with Quick Start that users should be aware of?

Brent: Yes, Quick Start is designed for simplicity, so it doesn’t include some advanced features like conditional logic, loops, or GPS fields. It’s perfect for straightforward forms but not ideal for complex workflows. That said, we’re continuously evolving The Studio, so users can expect more advanced features to be introduced over time.

Q: What about AI? How does it fit into the future?

Brent: We’ve identified a handful of areas we believe AI can help our customers turn 5-minute processes into 5-second processes. Assisting in building forms and workflows, helping review and interpret your data, and making it easier to fill out forms are three areas we’re actively exploring. To be clear, we have no interest in adding AI for the sake of adding AI. We’re only interested in investing in AI solutions that will genuinely help our customers. Much more to come on this soon!

Q: What’s next for The Studio?

Brent: This is just the beginning. We’re planning to add even more functionality, including an AI form-building assistant that will make creating complex forms and workflows faster and easier than ever. New field types, more robust report designing, more flexible processes, and even better API support are all coming. Our goal is to make The Studio the go-to platform for all mobile data capture needs, whether you’re a small business or a large enterprise.

Q: Any final thoughts for our readers?

Brent: We’re incredibly excited about what The Studio represents for GoCanvas and our customers. It’s a culmination of years of experience and feedback, and we’re confident it’ll make a huge difference for teams looking to streamline their workflows. I encourage everyone to give Quick Start a try and see how it can transform the way you work.

Ready to see Quick Start in action?

Take the interactive tour below to explore its features or book a free demo with one of our product experts to learn more.

About GoCanvas

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

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Analytics and Data Collection | Business Efficiency | Field Services

5 Best Practices for Small Business Data Collection

Posted on January 22, 2025February 18, 2025 by lynne salie

5 Best Practices for Small Business Data Collection

Data collection is critical for any small business. After all, the data you collect can help you make better decisions about your customers, your marketing strategy, and even your overall business strategy. But collecting data can be a challenge, especially for small businesses.

No matter what industry or niche you’re in, one of the things that can make or break you is how you handle data collection. There are many different types of data collection such as survey questions, demographics questionnaires, customer data, web analytics, and more—the important thing is that you have a system in place to collect this data so you can use it to improve your business.

Failing to follow the best practices for data collection can have serious consequences, such as decreased customer satisfaction, lower data quality, and even legal issues. Small businesses should focus on data collection as much, if not more, than bigger businesses because they don’t have the same resources to fall back on. A big business might be OK with losing a few invoices a month and missing out on $10,000 in potential revenue. But can you afford to do the same?

Here are a few best practices for small businesses to follow for successful data collection:

1. Create a Process for Data Management

There are many different methods of data collection, so the most important thing is to have a process in place. Whether you’re just getting started with your data collection efforts or refocusing your approach, this process should be repeatable and scalable so you don’t have to reinvent the wheel as your company grows.

There are many aspects to consider when creating your process for data collection, such as:

How will you collect the data?
Who will be responsible for collecting the data?
When will the data be collected?
How often will the data be collected?
What format will the data be collected in?

Avoiding time-consuming and costly mistakes is essential for small businesses across the board, and data collection is no exception. Defining the data set you need and how you will collect it from the outset will help save time and money down the line.

2. Be Consistent with Data Integrity

Data integrity is essential for small businesses. This means that the data you collect needs to be accurate and consistent. There are a few ways to ensure this:

Use the same method of data collection each time: This could be surveys, customer feedback forms, web analytics, or something else.
Create a data dictionary: A data dictionary is a reference tool that defines all of the data points you’re collecting and how they should be used. This is especially helpful to ensure consistency if you have multiple team members responsible for data collection.
Use templates: Templates help ensure that the data is collected in a consistent format, which will make it easier to analyze and use the information later on.
Stick to a time frame: Timing is everything when it comes to data collection. Collecting data at the same time each day, week, or month will help you spot trends over time.

Being consistent with your data collection methods is crucial so you can track your efforts and unlock the ability to make data-informed business decisions.

3. Collect and Store Your Data Securely

You are probably collecting various types of information from your customers, partners, and employees, in addition to the data you track about your own business. At GoCanvas®, we help our clients store their data securely in the cloud, so there’s no need to worry about file cabinets or physical storage space.

4. Make Data Collection Simple

Another best practice for small business data collection is to make it as simple as possible for your workforce and/or your customers to get you the information you’re looking for. No one wants to fill out a 20-question survey, so try to keep things short and sweet. You can also use incentives to encourage participation in surveys or feedback forms.

Instead of asking people to fill out paper forms, why not use online surveys? You’ll get your raw data back quickly, securely, and in real time, and you won’t have to deal with terrible handwriting, torn pages, or lost forms.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

5. Evaluate and Improve Your Data Collection Process

As a business owner, it’s important to set time aside to take a step back and evaluate your data collection efforts—as well as the data itself. Ask yourself what’s working and what’s not working, Using Analytics features and technologies (signature capture, integrations, GPS recording, barcode scanning, calculations, etc.) can help you improve the quality of your data and highlight any elements of your data collection process that are holding you back. As you know, tightening the sales cycle in a small business is incredibly important for growth and sustainability.

Modernize the Way Your Small Business Collects Data

Whether you are looking to improve your data handling processes or advance reporting, we hope you consider using GoCanvas as your data collection tool. Sign up for GoCanvas free and give our platform a try today!

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Business Efficiency | Data Collection | Field Service Management

New Year, New Efficiency: 5 Ways GoCanvas Can Help You Dominate 2025

Posted on January 8, 2025March 10, 2025 by lynne salie

New Year, New Efficiency: 5 Ways GoCanvas Can Help You Dominate 2025

Is your field service team ready to thrive in the new year? Forget the old hassles of paperwork, delays, and inefficiencies—this year is all about working smarter, not harder.

With GoCanvas® in your toolkit, you’ll have the power to simplify your processes, save time, and grow your business. Let’s dive into five game-changing ways GoCanvas helps you hit the ground running in 2025.

1. Ditch the Paperwork: Go Mobile and Stay Connected

Fieldwork shouldn’t feel like dragging a filing cabinet around. With GoCanvas’s mobile-friendly forms, your team can capture real-time data anytime, anywhere—even offline. Whether you’re wrangling daily reports or work orders, everything’s digitized and ready when you are.

2. See the Big Picture: Centralized Dashboards at Your Fingertips

Say goodbye to siloed data and hello to total visibility. GoCanvas centralizes all your field data, making it easy to track, analyze, and act on insights. Now, your team is always on the same page (even if there’s no paper involved!).

3. Real-Time Updates: Keep Your Team in the Loop

In field service, speed and communication are everything. With GoCanvas’s dispatch feature and workflow, your team is always connected and ready to respond faster than ever.

4. Digital Documentation: Risk Less, Do More

Lost paperwork and compliance worries? Not this year, because GoCanvas digitizes your forms and boosts documentation with photo and video capture. This results in less stress, better records, and more time to focus on what matters.

5. Streamline Everything: Integrate Your Tools

Your tools should work for you, not the other way around. GoCanvas integrates with platforms like QuickBooks and Google Sheets, automating workflows and keeping your data in sync. That means less busywork and more productivity.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

Real-Life Wins: How NAC Mechanical Services Transformed Its Workflow

NAC Mechanical Services, a full-service mechanical contractor specializing in HVAC systems, faced significant challenges with outdated paper processes that slowed things down. After adopting GoCanvas, NAC saw transformative results:

$405,000 in saved billable hours annually: With GoCanvas, NAC eliminated the need for technicians to make weekly paper form drop-offs at the office, freeing up an average of two hours per technician per week.
$47,940 in annual payroll processing savings: GoCanvas streamlined payroll processing, cutting down time and costs for NAC.
Improved customer satisfaction: Thanks to new, detailed digital forms, NAC’s customers now receive clear, transparent service breakdowns, strengthening trust and loyalty.

NAC’s story shows the real impact of going digital: saving time, reducing costs, and improving customer satisfaction.

Make 2025 Your Best Year Yet with GoCanvas

Efficiency, growth, and peace of mind are just a few clicks away. Start the year strong by simplifying your workflows, cutting costs, and keeping your team ahead of the curve.

Let’s make it happen:
👉 Request a demo now and discover how GoCanvas can help you dominate in 2025.
👉 Try GoCanvas for free—your best year yet is just one download away.

About GoCanvas

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Business Efficiency | Customer Stories | Operational Excellence

2024 GoCanvas Operational Excellence Award: McNeilus Wins!

Posted on December 23, 2024March 10, 2025 by lynne salie

2024 GoCanvas Operational Excellence Award:
McNeilus Wins!

Celebrating Excellence: McNeilus Takes the Top Honor

The results are in, and McNeilus has earned the prestigious 2024 GoCanvas Operational Excellence Award! This heavy equipment manufacturing leader has set a new standard for operational success, showcasing how innovation and determination can transform an entire business. Let’s dive into its story and celebrate its incredible journey.

How McNeilus Stood Out

McNeilus has been a longtime user of GoCanvas®, adopting the platform back in 2018 to streamline its operations. Over the years, the company has consistently pushed the boundaries of what’s possible, submitting more than 119,000 digital forms to revolutionize its workflows. By integrating GoCanvas with tools like Domo, McNeilus has developed advanced analytics and decision-making processes that keep it ahead of the curve.

A commitment to excellence, combined with a drive to innovate, has made McNeilus a standout example of how GoCanvas can empower businesses to achieve more.

Key Achievements:

Unmatched scale: Over 119,000 digital forms submitted since 2018
Innovative integrations: Seamless data-sharing with tools like Domo
Industry leader: Workflows so efficient that others in the industry are following its lead

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

The Impact of GoCanvas on McNeilus

For McNeilus, GoCanvas has been more than just a tool—it’s been a game changer. By replacing outdated processes with digital solutions, McNeilus has:

Saved time: Eliminating manual paperwork sped up operations.
Reduced errors: Real-time data ensures accuracy and accountability.
Empowered teams: Streamlined workflows let employees focus on what they do best.

Leveraging Domo for Growth

Domo has enabled McNeilus to rapidly grow and develop its analytics, tailoring metrics and dashboards to meet specific business needs. Adding new metrics or adjusting reports is a simple process, giving the team the agility to adapt quickly. This adaptability aligns with McNeilus’s strong culture of continuous improvement, allowing for immediate and impactful process changes.

Maximizing the Max Plan

The upgrade to the Max plan has been an exciting development for McNeilus, introducing the use of videos and attachments to enhance processes further. These tools have streamlined workflows and improved collaboration, making a significant difference in daily operations.

Standardizing for Success

One of McNeilus’s standout achievements has been the creation of a standardized vehicle inspection form for its pre-delivery inspection process. This form has been shared with industry partners to help them build out their own processes. By focusing on customers’ expectations, McNeilus has improved delivered quality and ensured consistency across shared customers.

Driving Referrals and Expanding GoCanvas’s Reach

McNeilus’s success with GoCanvas has led to an organic expansion of the platform’s use. Partner companies initially started as users on McNeilus’s account, utilizing shared forms and processes. Inspired by McNeilus’s success, these partners eventually opened their own GoCanvas accounts, customizing templates to fit their internal needs. This ripple effect has expanded GoCanvas’s impact across multiple organizations.

Join the Celebration

McNeilus’s story is a testament to what’s possible with the right tools and mindset. The heavy equipment manufacturer has shown how digital transformation can drive success, inspire teams, and set new industry standards.

Want to achieve operational excellence like McNeilus? Request a demo and see how GoCanvas can help your business save time, reduce errors, and work smarter every step of the way.

About GoCanvas

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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