Field Service Management

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Services, a full-service mechanical contractor specializing in HVAC systems, faced significant challenges with outdated paper processes that slowed things down.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

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.

Check out even more resources

Two people in an office looking at a tablet.

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

Work Smarter, Not Harder: How Integrations Revolutionize Your Workflow

Posted on December 10, 2024January 3, 2025 by lynne salie

Work Smarter, Not Harder: How Integrations Revolutionize Your Workflow

Field Operations | Integrations | Workflow Management

When running a business, the last thing you want is for your team to waste hours on repetitive tasks or manual data entry. With integrations, you can connect your tools, automate workflows, and give your team the freedom to focus on what truly matters—growing your business.

Integrations with platforms like GoCanvas® transform your data into actionable insights, enabling smoother processes and faster results. Let’s explore how integrations can revolutionize your workflow and help your team work smarter, not harder.

What Are Integrations, and Why Do They Matter?

Integrations are the digital bridges that connect your favorite business tools, enabling seamless data sharing among them. Instead of manually transferring data from one system to another, integrations automate the process, ensuring accuracy and speed.

For example, when field data is captured in GoCanvas, integrations can automatically send that information to an invoicing tool, a project management platform, or even to a reporting dashboard. This ensures that all your systems are up to date without requiring extra effort from your team.

Key Benefits of Integrations

Eliminate Repetitive Tasks
Repetitive data entry is not only time-consuming but also prone to errors. Integrations automate data entry tasks, ensuring accuracy while freeing your team to focus on higher-value activities.
Improve Team Communication
With integrations, everyone stays on the same page. Automatic updates sync across systems, allowing field and office teams to share real-time data effortlessly.
Accelerate Billing Cycles
Field data can instantly flow into your billing system, speeding up invoicing and ensuring faster payments. Say goodbye to delayed payments caused by manual entry errors.
Reduce Operational Costs
By connecting tools, you eliminate redundant systems and processes, streamlining operations and cutting costs.
Enable Scalability
As your business grows, integrations allow your tech stack to grow with it. You can connect GoCanvas to over 1,000 tools, customizing workflows to fit your evolving needs.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

How GoCanvas Integrations Work

Integrations with GoCanvas are designed to be simple and effective. Here’s how they can work for you:

Seamless Synchronization
Effortlessly connect your systems by updating employee data, projects, price books, inventory, and more, while sharing real-time information both ways.
Streamlined Workflows
Automate processes across platforms to ensure approvals, sign-offs, and notifications happen smoothly and on time.
Rich Data Sharing
Extract and deliver data with ease, whether you’re sending PDFs to systems or sharing photos and videos with the right people.
Dynamic Task Management
Assign tasks directly from your scheduling system to the right team members, with the flexibility to reassign as needed to keep things moving.

Ready to revolutionize your workflow? Explore our integrations page today to see how you can connect your tools and work smarter, not harder.

Real-World Example: Two Men and a Truck Enhances Operations with Integrations

Two Men and a Truck, a leading moving company, transformed its workflow by integrating GoCanvas with its customer management system (CMS).

The Challenge

Before GoCanvas, the company relied on paper-based processes that caused delays and inefficiencies. Damage claims often took up to a week to process, frustrating customers and slowing operations.

The Solution

By digitizing its forms with GoCanvas and integrating with its CMS, Two Men and a Truck automated data flow and reduced manual entry. Customer information was pre-populated on forms, ensuring accuracy and streamlining processes.

The Results

Faster response times for customer claims.
Enhanced data visibility for better decision-making.
Improved customer satisfaction thanks to reduced delays and errors.

Want to learn more? Read the full story here.

Take the Next Step

GoCanvas integrations enable you to do more with your data, reduce busywork, and improve team productivity. Whether you’re looking to streamline billing, enhance communication, or scale your operations, integrations can help you achieve your goals.

Current customers: Contact your account rep for details about how to maximize GoCanvas integrations for your business.

New to GoCanvas? Check out our Integrations webpage or connect with a product expert to explore how GoCanvas integrations can elevate your operations and take your business to the next level.

About GoCanvas

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

Check out even more resources

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

Seeing Is Believing: The Power of Image and Video Documentation in Field Work

Posted on November 27, 2024November 27, 2024 by lynne salie

Seeing Is Believing:
The Power of Image and Video Documentation in Field Work

Field Operations | Forms

In field work, adding image and video documentation can make a substantial impact on the important aspects of accuracy and efficiency. The visual power of image and video documentation tools brings clarity, accountability, and detail to reports, work orders, and inspections that can’t be achieved with text alone. With digital forms from GoCanvas® that feature photo and video capture, your field teams can enhance the quality of their documentation and improve outcomes on every job.

Why Image and Video Documentation Is Critical in Field Work

Field work can be complex and fast-paced, so documenting issues with accuracy, recording completed work, and meeting compliance standards are essential. Visual documentation adds a layer of assurance by enabling field teams to capture exact conditions, verify work, and share real-time updates with ease. For industries like construction, facility management, and field services, this kind of transparency can enhance workflows and build client trust.

How Visual Documentation Improves Daily Reports, Work Orders, and Inspections

Visual documentation offers field teams the opportunity to see and record what’s happening on site in a way that’s more thorough than traditional written reports. It can improve daily operations by:

Boosting Accuracy and Accountability

Image and video documentation minimizes errors and strengthens accountability. For example, a photo of a cracked pipe or a video of a malfunctioning machine clearly captures the issue, leaving no room for guesswork or misunderstandings. By including these visuals in digital forms, workers can accurately document conditions, allowing supervisors and clients to review proof of work without needing to visit the site.

Visual documentation also improves accountability, as images and videos timestamp when work is done and verifies that the work meets quality standards. When teams work across multiple locations, having accurate and time-stamped visuals can be a game changer, offering oversight and a clear audit trail for compliance and quality assurance.

Enhancing Client Communication and Satisfaction

Clients may not always understand technical terms or industry jargon, but they understand visuals. Adding photo and video documentation to your work orders and inspections makes it easier for clients to see exactly what’s been done, how, and why. By offering clients a transparent look into the field work process, you not only build trust but also improve communication and client satisfaction. Clients can immediately see the progress and value of your work, often before the final bill arrives.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

The Benefits of GoCanvas’s Image and Video Capture Features

GoCanvas’s image and video capture features are designed to make visual documentation simple and accessible for field teams. Here’s what sets GoCanvas apart:

Easy integration with digital forms: GoCanvas allows field teams to embed photos and videos directly into digital forms, creating a seamless documentation process that captures visual data without extra steps.
Enhanced mobile accessibility: With GoCanvas’s mobile forms, workers can capture images and videos from any mobile device, improving convenience for field employees on the go.
Cloud-based storage and access: With GoCanvas, all documentation is stored securely in the cloud, ensuring that visuals are safe, organized, and easily accessible when needed for review or client reporting.
Improved reporting and record keeping: Visual records are automatically embedded in digital forms, making it easy to create accurate and detailed reports for a completed inspection, a daily progress log, or a finalized work order.

How to Start Using Visual Documentation in Digital Forms

Including image and video capture in your field processes is easier than you might think. Here’s how to get started:

Assess your documentation needs: Identify areas in your field operations where visual documentation would add value—think inspections, safety audits, or quality checks.
Customize digital forms with GoCanvas: GoCanvas offers customizable templates where you can add fields for image and video capture. Tailor these forms to suit specific tasks, like equipment inspections or site assessments.
Train your field teams: Introduce your teams to the new visual documentation process. Demonstrate how capturing images and videos can enhance their reporting and make daily work easier and more effective.
Review and optimize: As teams start using image and video capture, gather feedback and look for ways to further streamline the process. Adjust forms as needed to ensure they meet the needs of both your teams and your clients.

Conclusion: Embrace Visual Documentation for More Effective Field Work

Adding image and video documentation to your digital forms isn’t just a trend—it’s a powerful way to improve field work accuracy, accountability, and communication. GoCanvas makes it easy to implement these features, ensuring that your teams’ documentation is thorough, reliable, and ready for any customer or compliance review. In a field where seeing truly is believing, visual documentation can be the key to better field work.

Ready to see how GoCanvas can transform your field documentation? Request a demo today.

About GoCanvas

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

Check out even more resources

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

Analytics and Data Collection | Dispatching and Scheduling | Field Operations

Streamline Dispatch Operations: Real-Time Efficiency for Field Teams

Posted on October 22, 2024November 19, 2024 by lynne salie

Streamline Dispatch Operations: Real-Time Efficiency for Field Teams

Managing a field service team can be tough. From scheduling jobs to tracking task progress, staying on top of everything is no small feat. That’s where real-time dispatching comes in, making the process smoother and more efficient for everyone involved.

What Is Real-Time Dispatching?

Simply put, real-time dispatching uses technology to connect your office and your field teams instantly. Think of it like having a live map of your entire operation, with all the information you need right at your fingertips.

How GoCanvas Dispatch Forms Make a Difference

GoCanvas® provides powerful dispatch management tools that help you stay connected with your field team. With our mobile dispatch forms, you can assign tasks, track progress, and even make changes to the schedule—all in real time. This eliminates the hassle of paper forms and manual updates, giving you more control over your operations.

Key Benefits of Real-Time Dispatching with GoCanvas

Faster task assignment: Send jobs to your team instantly with just a few taps on your phone or computer. No more waiting for paperwork or phone calls.
On-the-go task management: With mobile dispatch forms, members of your team can access job details from anywhere. Whether they’re at the jobsite or on the road, they’ll always have the latest information.
Improved field team scheduling: Easily adjust schedules as needed. If something changes on site, you can quickly reassign tasks without disrupting the workflow.
Increased productivity: By keeping your field team updated in real time, you’ll see a significant boost in productivity. Members of your team can focus on getting the job done instead of chasing down job details.

With GoCanvas, we received inspection information within seconds, reducing our 10-14 day turnaround to a mere 72 hours.

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Why Use Field Service Dispatch Software?

Using field service dispatch software like GoCanvas helps eliminate errors that come with manual task management. It allows you to centralize all your scheduling and task information in one place. Plus, your field workers can submit completed tasks and reports directly through the app, speeding up communication and ensuring nothing falls through the cracks.

Take Control of Your Dispatch Management

If you’re in field service management or jobsite management, having the right tools in place can make a world of difference. GoCanvas provides everything you need to simplify dispatch management and keep your field teams operating efficiently. With real-time dispatching, you’ll be able to manage tasks, track progress, and adjust schedules without missing a beat.

Conclusion: Real-Time Dispatching Is the Future

In today’s fast-paced world, dispatch management needs to be as efficient as possible. GoCanvas helps you stay ahead by providing a platform that empowers you to manage tasks and schedules in real time. Ready to streamline your operations? Speak to a GoCanvas expert and see the difference mobile dispatch forms can make.

About GoCanvas

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

Check out even more resources

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

Business Operations | Field Operations

Scaling Small Businesses with GoCanvas: Effective Field Service Management

Posted on October 15, 2024October 29, 2024 by lynne salie

Scaling Small Businesses with GoCanvas: Effective Field Service Management

Running a small construction or trades team comes with its own challenges. Managing a crew of 5 to 20 people while staying on time, observing your budget, and keeping things running smoothly isn’t easy. If you’re dealing with paperwork piling up, communication breakdowns, and costly delays, GoCanvas® is here to help.

GoCanvas can support your field service management and help your small business grow by allowing you to:

1. Cut down on paperwork and mistakes

Struggling with paperwork and errors? GoCanvas offers digital forms and custom PDFs that cut out the need for duplicate work and make sure your data is accurate. Say goodbye to paperwork clutter and minimize the potential for mistakes to occur between the field and the office.

2. Stay on time and on budget

Delays and going over budget can hurt your business. With GoCanvas, you can easily assign tasks, track real-time updates, and even monitor your team’s location with GPS. Our tools help you complete jobs on time and within budget.

3. Keep customers happy

Happy customers lead to repeat business. With GoCanvas, you can send real-time updates and photo progress reports to your clients. Keeping customers informed builds trust and leads to positive referrals.

4. Tackle staffing challenges

Hiring and keeping skilled workers is tough, but GoCanvas makes field service management easier by reducing administrative work. Streamlining your processes keeps your team productive and helps attract new talent.

5. Improve communication and cut costs

Good communication between the office and the field prevents delays and errors. GoCanvas provides real-time updates and instant access to critical information, which cuts down on costly mistakes and rework.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

How GoCanvas Grows with You

One of the key benefits of GoCanvas is that it grows with your business. Start with basic digital forms and add advanced features like workflows, real-time tracking, and detailed analytics as your business scales.

Here’s how GoCanvas can support your field service management needs at different stages:

Start simple: Begin by converting frequently used forms into digital versions to reduce paperwork and errors.
Expand gradually: Once you’re comfortable, try custom workflows, real-time updates, and GPS tracking to boost efficiency.
Leverage advanced analytics: When you’re ready, tap into GoCanvas’s analytics to track performance and make smarter decisions.
Integrate seamlessly: Connect GoCanvas with the tools you already use to build a powerful digital system that supports your growth.

Customer Testimonial

“GoCanvas has truly transformed the way we handle our operations. The ability to move from paper to digital forms has not only saved us time but also significantly improved our accuracy and efficiency. We’ve seen a substantial reduction in paperwork and an increase in our overall productivity.” –Pro Techs Surfacing

Ready to see how GoCanvas can transform your field service management? Request a demo or start your free trial today. Discover how GoCanvas can help your small business grow from handling a few forms to managing a complete digital workflow with advanced analytics and integrations.

Explore our latest customer success stories:

Let GoCanvas be your partner in achieving effective field service management and scaling your business. Your team—and your bottom line—will thank you!

About GoCanvas

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

Check out even more resources

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

Field Operations | Project Management

Streamline Your Workflow With Job Card Apps

Posted on September 3, 2024October 11, 2024 by lynne salie

Streamline Your Workflow With Job Card Apps

Job Card Apps – Examples & Templates

What Is a Job Card?

Job cards are used to record all the key details that workers need to know about a job or task to be performed as part of a work order. Companies in many industries leverage job cards, including construction, manufacturing, engineering, electrical, plumbing, HVAC, and more.

What Should a Job Card Include?

Job cards should include all the important elements needed to complete an assigned job, such as:

Client information and project-specific details
Time logs that capture the amount of time spent on the job by each worker
A clear scope of work and what is being done
Sections to record time, materials, stock, and total costs
Signature lines for workers, project managers, and clients
Space for relevant images and additional notes

Each job card is customized to the specific task and job at hand. While job cards have historically been managed using paper forms, more companies are switching to job card apps to digitize their workflows.

Why Use an App for Job Cards?

App for job cards are becoming popular because they allow workers to capture and submit information from anywhere on a mobile device or tablet. Instantly having all relevant information digitized is a time-saver for teams, and businesses benefit from eliminating paper forms. Some of the main advantages of using digital forms include:

Real-time updates: Keep your construction projects on track with immediate updates and job status tracking, ensuring seamless communication across your team.
Accessibility: Empower your field workers and remote teams with access to job cards from anywhere, enhancing mobility and productivity on construction sites.
Accuracy and error reduction: Reduce manual entry errors and ensure precise data input with automated job card management, improving overall project accuracy.
Efficiency: Speed up the creation, updating, and management of job cards, saving valuable time and resources while increasing your project’s efficiency.
Data integration: Integrate with other construction management systems (e.g., inventory management, time tracking, payroll) for a cohesive and streamlined data flow.
Reporting and analytics: Generate detailed reports and analytics to monitor performance, identify bottlenecks, and make informed decisions, driving your construction project’s success.
Environmental impact: Contribute to sustainability by reducing your use of paper-based job cards and embracing eco-friendly digital solutions.
Document management: Consolidate all construction-related documents, images, and notes in one centralized app, making it easier to manage and retrieve critical information.
Compliance and record-keeping: Ensure compliance with industry standards and regulations by maintaining the accurate and up-to-date records essential for audits and inspections.

Mobile job card apps simplify processes for everyone involved. Job card apps can be customized to include all the key details, form fields, and automatic calculations for time and material costs, along with digital signatures and image capture for additional context. Once submitted, the information is automatically generated into a report or PDF and sent to everyone who needs it.

Seamless Job Management Process

Many companies benefit from integrating job card apps with other business processes. Modern app platforms are designed to automate work and fit seamlessly into workflows on jobsites and out in the field.

In addition to integrating job card apps, companies can enhance their job management processes by including features such as quotes, contracts, work orders, dispatching systems, invoicing, and payment processing.

Platforms like GoCanvas can enable your business to streamline all these tasks, creating a smooth end-to-end process for managing jobs. Using our no-code app platform, companies can digitize their operations and enable employees on jobsites and in the field to easily enter data using their mobile devices.

Our tools are designed to be simple, giving businesses of all sizes the ability to save time, reduce risk, and gain a competitive edge by embracing digital technologies. To learn more, visit our website or get started for free using one of the job card templates listed next. By starting with one of our templates, you’ll see how easy it is to build and customize apps for job cards and many other key business processes.

Job Card App Examples and Templates

Material and Labor Job Card Mobile App

The material and labor job card app helps you keep track of all materials used for a project, and also includes a worksheet for recording all associated labor. The material section covers everything from supplies acquired during the project to offcuts left over after the work is done.

Subcontractor Job Card Mobile App

This subcontractor job card app is used to collect all relevant information required by a general contractor for an ongoing contract or job, including project requirements, scope of work, estimated cost, estimated completion date, risk analysis, and more. Once the contractor requirements form is filled out, the job card sheet is stored for your records and can be edited as needed, making it easy for general contractors to keep up-to-date records for construction projects and all other jobs that involve subcontractor employees.

Engineering Job Card: Service Installation Mobile App

The engineering job card app lets professional engineers record information about excavation and reinstatement work. This mobile application can be customized to meet customer expectations, including those surrounding preventative maintenance and quality assurance.

Crew Job Time Card

The crew job time card app streamlines labor tracking on construction sites by equipping you to capture essential information such as crew member names, job/project details, and specific dates. Record each worker’s start, end, and break times, document tasks performed, and utilize GPS tagging for location verification. The app also allows for supervisor signoffs, photo uploads, and the addition of notes for comprehensive job documentation. Use real-time updates and cloud storage to access and manage your time cards from anywhere, ensuring precise payroll processing, efficient project management, and compliance with labor regulations. Enhance productivity and keep your projects on track with our user-friendly, all-in-one solution.

Looking for something different?

We offer hundreds of pre-built forms with a variety of features to meet all your business needs. Discover more in our Form Template Library.

Ready to transform your job management process? Schedule a free demo with GoCanvas today and discover how our job card apps can streamline your workflow.

About GoCanvas

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

Check out even more resources

Man inputting digital work order into a tablet from a work site.

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Connect with an Expert Today.

We’ll help you put together the right solution for your needs.