Service Electric Co. Sees $312,000 ROI, Saves 846 Hours with Mobile Forms

Service Electric Co. Sees $312,000 ROI, Saves 846 Hours with Mobile Forms

Industry: Construction, Electric

HQ Location: Chattanooga, TN

Website: Visit Here

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Background

Service Electric Company, a longstanding industrial-commercial electrical contractor that has operated nationwide since 1945, faced increasing inefficiencies due to its outdated paper-based processes. Its technicians were burdened with completing and submitting paper forms—causing delays, lost paperwork, and hundreds of wasted hours—while office staff struggled with manual reporting. Recognizing the need for a change, Service Electric partnered with GoCanvas® to digitize its data management, streamline operations, and eliminate paper-related issues, ultimately leading to significant improvements in productivity and cost savings while unlocking the ability to generate real-time reports.

The Problem

The Problem

For a business like Service Electric, time is money—and every moment spent manually filling out paper forms or waiting for paperwork to be turned in is money left on the table. That’s why Service Electric began exploring solutions to speed up and streamline the daily cycle of assigning jobs and creating and submitting reports.

In addition to affecting technicians working on electrical transmissions and switchyards in the field, Service Electric’s paper-based processes were complicating the jobs of back-office staff. Manual reporting was causing the company to lose hundreds of hours to inefficiency, making it impossible to generate real-time reports. Tommy decided to look at digital solutions to replace his paperwork-heavy processes.

The Solution

The Solution

When GoCanvas first met Service Electric Risk Manager Wendy Nelson in 2010, the goal was to identify the biggest inefficiencies in the company’s processes and develop a success plan to boost productivity while cutting operational costs. GoCanvas worked with Wendy and her team to convert Service Electric’s most time-consuming paper-based processes into streamlined mobile forms—including safety test forms, crew surveys, work orders, and equipment check-in/checkout logs.

Once the success plan had been established, it was time to deploy the solution. The first step was for Service Electric to get its new GoCanvas mobile forms into the hands of the technicians who would be using them on a daily basis. This was a critical part of the process, as it positioned the company to get feedback that could be easily incorporated back into the platform using GoCanvas’s no-code, drag-and-drop app builder tool.

Once the testing phase was complete, Service Electric was ready to deploy its customized GoCanvas platform to its 300+ technicians across the U.S. From the beginning of the full rollout, the benefits were clear: Staff immediately noticed that reports were returned on time and without being lost or misplaced, while office managers celebrated their instant access to data. Since GoCanvas automatically transfers all data from technicians’ mobile devices to the office, there is literally no room for error.

The Outcomes

The Outcomes

Service Electric was one of the first large industrial-commercial electrical contractors to take the plunge and ditch the paper process it had in place since the 1940s, and its “leap of faith” has been handsomely rewarded. Since fully automating its field and back-office data management processes, Service Electric has seen a dramatic increase in business productivity and a substantial decrease in its operational costs, thanks in large part to the elimination of paper and paper-based inefficiencies.

With GoCanvas mobile forms, Service Electric saves almost $20,000 per year on the cost of paper alone! The cherry on top? The company was able to recognize a full return on its investment in GoCanvas within the first nine months of deployment.

Seven years later, Service Electric is generating an annual ROI of over $300,000 and regaining over 846 hours per year by going paperless!

Ready to Rethink How You Work?

GoCanvas has empowered electricians to transform their worksites and optimize project management, leading to significant cost savings. Why not make the same impact on your electrical projects? Reach out to one of our experts today to kick-start your process revolution.

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Boosting Accountability and Efficiency in Civil Construction: CEI’s Integral Shift

Boosting Accountability and Efficiency in Civil Construction: CEI’s Integral Shift

Industry: Civil Construction

HQ Location: Denver, CO

Website: Visit Here

Overview

Overview

CEI, a civil construction company, transformed its safety and compliance processes by implementing GoCanvas. Safety Manager Lynne Finley leveraged GoCanvas to streamline safety meetings, site audits, and incident reporting, resulting in improved accountability, communication, and efficiency across multiple job sites.

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Background

CEI specializes in civil construction projects such as roadways, waterways, and trolley systems. Lynne—who joined CEI June 2023—is responsible for managing safety, ensuring compliance, and fostering a culture of safety across the company. With a team that predominantly speaks Spanish, effective communication and proper documentation are critical to maintaining safety standards.

The Problem

The Problem

CEI faced challenges in maintaining accountability and ensuring consistent safety practices. Safety documentation was primarily paper-based, making it difficult to track compliance and hold employees accountable. Communication barriers due to language differences within the team further complicated safety management.

The Solution

The Solution

GoCanvas provided CEI with a solution to manage safety documentation and compliance. By using GoCanvas for daily safety meetings, site audits, and incident reporting, Lynne and her team could quickly access and submit necessary forms. The platform’s user-friendly interface allowed for easy adaptation, even among those less familiar with technology. GoCanvas also facilitated mobile access, enabling Lynne to perform her duties efficiently while on the go.

The Outcomes

The Outcomes

The implementation of GoCanvas led to the following significant improvements in CEI’s safety management:

  • Increased accountability: With instant access to submitted forms, Lynne could hold employees accountable in real time, ensuring safety protocols were consistently followed.
  • Improved communication: The standardized forms and processes in GoCanvas facilitated clearer communication and understanding among team members—despite the language barrier.
  • Efficiency gains: Mobile access and digital documentation reduced the time spent on administrative tasks, allowing Lynne to focus more on building a safety culture and conducting site audits.
  • Scalability and flexibility: The ability to customize forms and processes made it easier to adapt GoCanvas to CEI’s specific needs, enhancing overall usability and effectiveness.
  • Positive feedback and continuous improvement: The platform’s potential for further utilization—especially in reporting and analytics—promises continued improvements in safety management.

Ready to Rethink How You Work?

GoCanvas has helped a variety of construction companies transform their safety processes and rethink their efficiency, ultimately saving them money. Why not do the same? Reach out to one of our experts today to kickstart your process revolution.

Check out even more resources

Three inspection workers on job site.

The Ultimate Guide to Quality Control Inspections

Managing a construction project is a complex and stressful process. Among other things, you have to coordinate project team members, materials, and equipment and ensure that contractors are not afflicted by the potential risks and hazards present at the construction site. That said, quality means different things to different people which is why you should…

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A electrician inspecting equipment.

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Connect with an Expert Today.

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

True Homes Streamlines Inspections & Increases Sales by $1M

Two people in an office looking at a tablet.

How Home Builder True Homes Streamlined Inspections & Increased Sales by $1M

Industry: Construction, Home Building

HQ Location: Monroe, NC

Website: Visit Here

The Problem

The Problem

True Homes, a North Caroline home builder, saw paper forms build up as they worked on four new homes per day. The main source of the pileup involved the inspection process at each construction site. The multi-page packets of paper that covered every section of the house could take hours to fill out at a time when the new homebuyer was eager for the entire process to be over. This led some homebuyers to become frustrated and dissatisfied, which eventually led to a decline in True Homes’ customer referral rate. 

On the back end, it was taking the staff in the office a minimum of 6 to 7 minutes to extract information for reporting purposes. And with over 45 project managers filling out 5 to 10 forms per day, this equated to an average of 450 hours per month spent on extracting data from paper forms. 

The Solution

The Solution

True Homes reached out to GoCanvas to begin the process of streamlining its entire walk-through inspection process. The senior mobile consultants at GoCanvas began working with the field operations manager at True Homes to develop a 117-question mobile inspection that included built-in scoring. The new mobile inspections, used on a mixture of iOS and Android devices, were pushed out to project managers of all ages and tech knowledge. While many embraced the new way of doing things on mobile devices, a few were resistant to change after many years of using paper. But after a couple weeks of using the new system, they realized that the benefits far outweighed the initial learning curve. 

The new mobile inspections helped project managers identify issues and quickly communicate these concerns to the vendors in order to have them corrected immediately. With GoCanvas mobile forms, the inspections could easily be broken down by the different areas of the home, include embedded site photos, and be quickly completed without dragging the homeowner through a 2- to 3-hour process. This streamlined inspection process led to issues being resolved before homeowners even realized something was wrong, which ultimately resulted in much happier customers. 

Ultimately this led to a 19% increase in referrals from customers in just 12 months.

450 HOURS

per month spent
on extracting data
from paper forms

19%

increase in customer
referral rate

$1M+

return on investment in 12 months

The Outcomes

The Outcomes

Since deploying GoCanvas to its project managers, True Homes has seen dramatic benefits to its business. Not only is the company collecting data faster, but staff members are also able to view real-time reports and dashboards via the database integration with Microsoft Power BI. GoCanvas’s connection with Zapier made the process of getting automatically collected data pushed out to BI systems hassle free, with no need for experienced developers. 

True Homes has also taken advantage of GoCanvas’s extensive list of project management features, including the folder functionality that allows clients in the construction industry to easily sort and organize the various types of mobile inspection forms they have created. This makes extracting information by location or home section a breeze, significantly reducing the 7 minutes it used to take to extract information from each paper inspection form. 

After going mobile with its inspection process, True Homes saw higher overall customer satisfaction, increased employee productivity, and improved data reporting. Ultimately, True Homes’s transition from paper to mobile yielded a $1M+ increase in sales within the first 12 months after the company deployed GoCanvas. 

Ready to Rethink How You Work?

GoCanvas has helped a variety of businesses across multiple industries transform their safety processes and rethink their efficiency, ultimately saving them money. Why not do the same? Reach out to one of our experts today to kickstart your process revolution.

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Expand Your Construction Business by Eliminating Rework

Expand Your Construction Business by Eliminating Rework

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

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Stop chasing your tail! Rework in construction means continuously correcting mistakes that shouldn’t have occurred in the first place. 

What Rework Is Costing You

  • The financial impact of rework in the U.S. is estimated to be over $177 billion annually.
  • Approximately 30% of overall construction work is actually rework. 
  • Rework costs construction projects an estimated 5% to9% of the total budget and extends timelines by 7.1%.

Why Does Rework Happen?

  • Planning and scheduling problems: Approximately 25% of all rework is related to scheduling issues
  • Unclear designs: Outdated or confusing plans lead to errors.
  • Construction errors: Inadequate training, plan misinterpretations, or budget pressures may cause faulty construction.
  • Material and equipment defects: Subpar materials or malfunctioning equipment trigger rework.
  • Fabrication issues: Faulty pre-fabricated components disrupt timelines.

Benefits of Doing It Right the First Time

  • Cut costs: Save up to 9% on project costs by eliminating rework. (ONE-KEY™ Blog)
  • Build trust: Delivering quality workmanship builds trust with clients, leading to positive referrals and long-term partnerships. (Essel Environmental)
  • Fuel business growth: Free up time and resources to focus on business growth and new opportunities. (Research Engineering Management)

Go From Reactive to Proactive with GoCanvas

Ditch slow and error-prone manual processes. GoCanvas helps eliminate rework by addressing several key areas:

  • Streamlined communication: A central platform supports real-time updates to eliminate communication errors and ensure everyone works with the latest plans.
  • Fewer data errors: Digital forms with pre-populated data, checklists, and validation rules minimize data entry errors compared to paper-based forms.
  • Standardized processes: Pre-built templates and workflows guarantee consistent task completion, reducing missed steps that lead to rework.
  • Enhanced field reporting: Mobile data capture enables timely and accurate reporting, eliminating rework due to missing information.
  • Proactive oversight: Real-time dashboards empower managers to identify potential issues early, preventing rework from snowballing.
  • Centralized documents: A single source of truth for project documents ensures everyone can access the latest versions, minimizing errors caused by outdated information.

Stop wasting time and money. Achieve zero rework with GoCanvas.

Don’t let the cycle of rework drain your resources and stretch your timelines. GoCanvas can transform your construction projects from standard to standout. Connect with us for a demo today, and learn how you can start paving your path to a future where every project is done right the first time. 

Recording: Next-Gen Project Management for Construction and The Trades

Next-Gen Project Management
for Construction and Trades

Overview:

In this session, we discussed GoCanvas’ latest product release, designed with the needs of construction and trade professionals in mind.

This on-demand webinar is not just about showcasing a new tool; it’s about reimagining how you work from the ground up.

Want to learn more about GoCanvas?
Schedule a demo with one of our product experts.

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

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See How Centurion Got Amazing ROI from GoCanvas

Centurion is the largest heavy haulage provider in Australia. They deliver national supply chain solutions to the resources, energy, construction & retail sectors throughout Western Australia, Queensland & the Northern Territory…

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5 Tips to Improve How Your Business Collects Data

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Connect with an Expert Today.

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

Quality Control Inspections in Construction

Quality Control Inspections in Construction: Common Issues and Solutions

Infographic: Quality Control Inspections in Construction. Learn about the importance of software adoption for inspections.

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Three inspection workers on job site.

The Ultimate Guide to Quality Control Inspections

Managing a construction project is a complex and stressful process. Among other things, you have to coordinate project team members, materials, and equipment and ensure that contractors are not afflicted by the potential risks and hazards present at the construction site. That said, quality means different things to different people which is why you should…

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A electrician inspecting equipment.

See how VIP Lighting optimized efficiency with GoCanvas

VIP Lighting is a retail lighting and electrical maintenance business that services over 10,000 retail locations all over Australia and New Zealand. Before GoCanvas, VIP Lighting had two separate systems that were impossible to integrate, leading to inefficiencies. GoCanvas made it easy to integrate their systems into single, centralized platform…

Connect with an Expert Today.

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

Text Version

Did you know only 31% of construction projects meet their original goals for cost, schedule, and quality? (1)

Causes of Quality Control Issues:

  • Worker: Labor shortage, lack of skills/training, unqualified personnel. Lack of motivation and shortcuts.
  • Equipment: Lack of maintenance, improper calibration, outdated technology, wear and tear, and lack of spares contribute to operational challenges.
  • Methods: Failure to follow procedures, conflicting requirements. Lack of clear communication, too relaxed or too rigid requirements.
  • Management: Poor planning, inadequate supervision, lack of fact-based decision-making. Unrealistic work schedules, poor communication, insufficient construction tools.

Importance of Quality Control Inspections:

  1. On-time project completion
  2. Hazard Identification
  3. Improved construction quality
  4. Sustainable construction sites

Don’t fall behind! The construction industry is slow in adopting digital technology, with only 25% of construction companies using digital project management tools. (2)

Benefits of Using Software for Quality Control Inspections:

  1. Efficient Operations: Execute work methodically and centralized data storage for streamlined management, minimizing errors.
  2. Mobile Accessibility: Conduct inspections on smartphones or tablets, storing data in the cloud.
  3. Real-Time Decision-Making: Make swift decisions through instant reporting, enabling efficient issue resolution and streamlined workflows.
  4. Enhanced Communications: Transmit information efficiently to multiple parties for transparency and visibility.

Fast ROI! Organizations that adopt quality management software experience an average reduction of 40% in defects and a 30% decrease in customer complaints. (3)

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. Our team of experts is here to customize a solution for your unique needs.

(1) Dodge Data & Analytics (2) McKinsey & Company (3) Capterra

Next-Gen Project Management for Construction and the Trades

ON-DEMAND WEBINAR

Next-Gen Project Management for Construction and the Trades

In this on-demand webinar, Josh Johnsen, General Manager of Jobsite Management, and Brent Nieder, VP of Product, revealed GoCanvas’ latest product release, designed with construction and trade professionals in mind. This recording is not just about showcasing a new tool; it’s about reimagining your work from the ground up.

This on-demand webinar addresses:

  • GoCanvas’ Latest Release: Discover cutting-edge features to transform your project management.
  • Go Beyond Digital Forms: Understand how to streamline workflow automation, integrate with your tools, and ensure industry-standard compliance.
  • Practical Applications: Discover how GoCanvas can be utilized in construction and trades through real-world scenarios and case studies.
  • Your Questions, Answered: Have your questions answered directly by experts and learn from the inquiries of peers.

Elevate your business with GoCanvas—fill out the form to access the recording.

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.

Penn Line Accelerates Turnaround Time by 80% with GoCanvas

Penn Line Accelerates Turnaround Time by 80% with GoCanvas

Industry: Construction Service

HQ Location: Scottdale, PA

Website: Visit Here

Overview

Overview

Situated in Scottdale, PA, Penn Line Service is a construction services company that has been operating for 80 years. It currently employs over 1,500 employees and generates over $250M annually. Some of Penn Line’s core capabilities include building commercial power and data systems, power line construction, erosion control, and guide rail installation.

Dave Cramer—project coordinator for the roadside, reclamation, and landscape division of Penn Line—has been with the company for seven years. He oversees the material planning and purchasing of the business unit, which generates over $80M in annual revenue.

Since discovering GoCanvas five years ago, Dave has been steadily improving process efficiencies at Penn Line—despite having no previous systems, networking, or applications experience. What started as a simple form build and creating some reference data files for a pilot project has evolved into real-time fieldwork visibility through GoCanvas’s integration with SmartSheet, while GoCanvas Analytics has shaved six hours a week off the team’s invoicing processes.

But what prompted Dave to adopt GoCanvas in the first place?

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

Icon of magnifying glass.

Background

Icon of magnifying glass.

Background

In 2017, Penn Line was awarded a state contract to replace the guardrails of 558 Pennsylvania bridges. This hefty project would take four years to complete and required Penn Line to adhere to stringent project guidelines, including:

  • Delivering accurate, legible, real-time summaries of work performed at each site
  • 72-hour turnaround for material certifications
  • Full supervisory oversight and customer visibility
  • Photo documentation of work performed
  • Details of additional work, safety exceptions, underground utilities, and property damage

The Problem

The Problem

Upon reviewing the company’s past projects, Dave discovered that Penn Line’s systems and processes had become outdated and would not be able to meet the requirements of the state contract. Most notably, site sheets were being handwritten and manually delivered to Penn Line headquarters.

This often resulted in:

  • Data being illegible or inaccurate
  • Important documents getting lost in transit
  • Significant delays and project bottlenecks
  • Poor internal and external oversight
  • Trouble issuing accurate and timely invoices

In order for Penn Line to comply with the project requirements, the company had to rethink the way it captured, transferred, and stored its site data.

The Solution

The Solution

Having heard of GoCanvas earlier in 2017, Dave reached out to our team with a plan to use the guardrail project as an opportunity to pilot the GoCanvas platform. The initial build was fairly simple, consisting only of the GoCanvas Form Builder, PDF Designer, and Reference Data tools.

Dave built a customized GoCanvas form to capture all the necessary data for Penn Line’s material certifications and used the pre-negotiated contract items to create four reference data files for tracking all materials used on site.

Moreover, using GoCanvas allowed the company to easily capture additional site data—like site conditions and unforeseen delays—to then be compiled into a simple PDF report within minutes.

The Outcomes

The Outcomes

Using GoCanvas, Penn Line revolutionized the way it worked, implementing:

  • Accurate, real-time summaries of work performed at each site
  • 72-hour turnaround for material certifications, a significant improvement over the previous 10 to 14 days
  • Improved supervisory and customer oversight, saving hundreds of thousands of dollars in erroneous invoicing
  • Customer signatures and photo documentation to verify completion of work
  • Records of additional work, site conditions, safety exceptions, underground utilities, and property damage

“With GoCanvas in place, we received material information within seconds of foremen submitting it on their mobile devices … reducing our 10- to 14-day turnaround for material certifications to a mere 72 hours,” said Dave.

With the GoCanvas pilot having gone so smoothly, Penn Line started looking at how it could further utilize GoCanvas to improve its operations.

Where Are They Now?

Since the initial project in 2017, Penn Line has grown its usage of GoCanvas to 80+ forms, 67 users, and 16,000 form submissions annually. The company now uses GoCanvas across all of its projects to capture daily site sheets, safety inspections, machinery operator checklists, damage records, and accident site logs.

After GoCanvas’s digital platform helped Penn Line move away from manually entering important information, the company began saving hundreds of thousands of dollars in erroneous invoicing and poor data management, improving efficiency by 80% with devices that employees already knew how to use.

Penn Line also increased the complexity of its GoCanvas build by incorporating extensions like Integrations and Analytics.

Improving Accident Site Logs with GoCanvas Integrations

A core aspect of Penn Line’s roadside, reclamation, and landscape division is repairing roadside damage caused by accidents. Prior to using GoCanvas Integrations, Penn Line supervisors would visit accident sites to manually record the damage and determine what materials, equipment, and traffic control measures would be needed for repairs.

Compiling these accident site logs would often take up a supervisor’s entire day. In most cases, logs were handwritten on site and rewritten at the office before being handed over to a foreman the following day.

Dave’s migration of the accident site logs to GoCanvas allowed supervisors to capture the GPS locations of sites, take photos, and record all necessary details without leaving the safety of their trucks. This alone saved countless hours of time by eliminating the need for handwritten site logs.

Next, the information was mapped through Zapier to Smartsheet, meaning accident site logs were now being sent to crews and state coordinators in real time and could be used as checklists to plan routes and avoid dual deployments. This enabled supervisors to track progress and manage their crews’ workloads.

“It’s imperative that we get our crews to these sites as efficiently as possible for the sake of productivity and safety,” said Dave. “Integrating GoCanvas with Smartsheet gives us everything we need. The power is in self-serve visibility at every level of work. The supervisor confirms damage, [then] captures the GPS position and the details that he needs without leaving the safety of his truck. The information is immediately routed, organized, and available for all stakeholders in real time on their mobile devices.”

“Conservatively speaking, this integration alone is saving us at least one to two hours of night work for each supervisor,” Dave went on. “With five supervisors, this equates to roughly 25 hours saved each week. It’s really hard to quantify the impact it’s had on crew organization, planning, routing, and execution, but it’s significant.”

Using GoCanvas Analytics to Improve Project Oversight and Invoicing

Up to this point, Penn Line had undergone a complete process revolution and was now operating more efficiently than ever before. However, maintaining oversight and managing the submission data of over 80 GoCanvas forms could be incredibly challenging, especially when invoicing customers.

Prior to implementing GoCanvas Analytics, Penn Line was manually pulling all projects’ submission data and compiling invoices on a weekly basis. Not only was this a very time-consuming process, it also allowed a lot of room for human error.

Using GoCanvas Analytics, Penn Line created a fully customized live view of all submission data, which included:

  • Daily supervisor reports of work accomplished
  • On-demand job recaps for customers
  • Aggregated executive dashboards pulling data from 27 different forms
  • Weekly reports detailing all project progress and productivity

To top it all off, Penn Line’s finance team now receives a weekly summary report containing all the information needed to invoice customers. The report automatically pulls data across all existing projects and allows the team to save over six hours on invoicing every week.

According to Dave, “Analytics is giving our AP team back six hours every single week. That doesn’t sound like a lot, but it’s almost a full day for one team member. Thanks to Analytics and a couple of other adjustments in tools and process, we are now able to reallocate one full-time employee to other under-resourced areas of the business.”

Ready to Rethink How You Work?

GoCanvas has helped a variety of businesses across multiple industries transform their jobsites and rethink their project management, ultimately saving them money. Why not do the same? Reach out to one of our experts today to kickstart your process revolution.

Check out even more resources

Comprehensive Guide: 5 Steps for Job Safety Analysis

Learn the five critical steps to conducting a successful job safety analysis, ensuring workplace safety and compliance. Enhance your safety protocols now…

A man using GoCanvas for the digital transformation of his workflow.

Next-Gen NFPA Inspection Management for Fire Safety

Learn field-tested methods our customers use for managing deficiencies, scheduling, inspecting, quoting, and invoicing for NFPA compliant fire safety…

The Austin Co. Streamlines Inspections with GoCanvas

Discover how The Austin Company achieved cost savings and improved efficiency by streamlining inspections with GoCanvas mobile forms…

Connect with an Expert Today.

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

The Definitive Guide to Eliminating Construction Paper Forms

The Definitive Guide to Eliminating Construction Paper Forms

In the construction industry, there are a lot of factors you can’t control, such as the cost of raw materials or the weather conditions at a site. But if you’re struggling with paper forms getting lost, damaged, or destroyed, then there’s a solution at your fingertips: mobile apps.

In this eBook you’ll learn:

  • The problem with construction paper forms & the simple solution
  • How to think strategically about construction mobile apps
  • The one switch that saved an Australian contractor thousands of Dollars
  • How to build an inspection app in one hour

Fill out the form to read the full eBook.

eBook Content: The Definitive Guide to Eliminating Construction Paper Forms

The Definitive Guide to Eliminating Construction Paper Forms

In the construction industry, there are a lot of factors you can’t control, such as the cost of raw materials or the weather conditions at a site. But if you’re struggling with paper forms getting lost, damaged, or destroyed, then there’s a solution at your fingertips: mobile apps.

Introduction

The paper system of time cards, safety inspections, and project reports could be slowing down your processes. How? It’s easy to make errors, miss fields, or lose information entirely on paper. Employees also spend extra time with redundant data entry. Tracking labor or equipment costs suddenly becomes difficult. Returning information from the field can take hours or days. You may not know what’s going on at job sites until days later. Worse, paper-based systems could be costing your firm thousands of dollars and hundreds of hours over the long run.

Chapter 1: The Problem with Construction Paper Forms and the Simple Solution

Some may not know it, but you’re always preparing for the future. You’re looking for the latest tools and industry trends. For many construction firms, one thing hasn’t changed: the way they collect information. Time cards, inspections, proposals, and change orders are all still done with pen and paper in the field.

Inefficient

Whether in the field or in the office, paper forms require a lot of work. Handwriting reports on-site takes up valuable time. Back in the office, your administrator has to decipher messy handwriting and re-enter the information into a computer to keep it with other records.

Instead of taking fifteen minutes for one inspection, paper creates a long process of filling out the paper form, returning it to the office, and entering it into the database. It can take hours or up to a week for data to finally reach your database.

This inefficiency makes it difficult to quickly respond to your customers’ needs. One New England construction equipment company found their response time was slow. Why? Paper forms made it difficult for departments to share information. The problem wasn’t reaching the appropriate department, so they didn’t know there was an issue!

Storing paper also silently drains your bottom line. Just a single four-drawer filing cabinet can cost a company $1,500 a year. How many do you own, two? Three? Each cabinet is taking thousands of dollars from your bottom line.

Going mobile removes these inefficiencies. With mobile apps, every inspection, time card, or checklist is sent straight to the cloud. From there, your home office can export the information into a variety of systems from Salesforce to QuickBooks.

With mobile apps, you no longer have to spend time entering information into your system from a sheet of paper. Your employees on-site enter it once, and it’s all done. In many cases, reports that once took days now require only 30 minutes.

Lack of Standardization and Accountability

With paper forms, your employees pretty much have free reign to collect information as they please. Required fields can be skipped, miscalculations can be made, and accuracy can be questionable, especially if an employee fills out the form eight hours later.

For instance, a foreman could be on-site getting a project up and running for the day. He can miss the one employee who arrives late. When payday comes and this employee’s check isn’t right, your office has to go back and try to fix the problem.

One Chicago construction firm found that without standardization, their payroll manager was spending hours looking for forms. It was an expensive price to pay for finding and organizing information.

But this story isn’t unusual: Businesses of all kinds struggle with documentation: 11% of files will either be misfiled or lost entirely. Companies are wasting time and money when they create paper documents and try to retrieve them later. Cracks in your system cost you efficiency in the long run.

Mobile apps create a standardized process for collecting important information. With mobile apps, you can make certain fields required. So if someone forgets a section of their building inspection, they can’t submit the inspection until that section is complete. Whether on Android or iOS, mobile apps create an easy user experience, encouraging your workers to enter the information now, not later.

Can Paper Do That?

Have you ever thought about how paper limits the type of information you can collect? It requires you to fill out aspects of your report, such as descriptions, on one page and print photos separately. You can collect photographs and other media, but you have to go back later and compile all the data. This can lead to issues such as mismatched descriptions and photos, weakening the information you collected.

With mobile apps, employees are able to collect more information than ever before. With the power of smartphones and tablets, they can:

  • Take photos
  • Capture a location with GPS
  • Scan barcodes
  • Do calculations

If your form or process requires any of these features, they can be automatically included in the final report, which can be emailed out and/or stored in the cloud. Now, you can be certain that:

  • Inspections happen at the right time and place
  • Equipment is up to code with visuals
  • Calculations are accurate for better invoicing or purchasing orders

Not only will you gather more information, but you’ll also be more efficient and have fewer errors taking up time during your day.

Delayed Information Sharing

Construction sites are dependent on communications between field and office workers, particularly in the realm of tracking time, payroll costs, and work reports. But paper reports need to be transported all the way from the field back to the office. This often means they aren’t submitted until the end of the week, which can create a backlog in your office. This backlog delays payroll and project decisions.

With 11% of documents becoming lost or misfiled, these delays can become even longer. Carbon copies can get stuck between the seats of the truck or become ruined by one cup of coffee. Even if you misplace forms, they can be impossible to decipher afterward. Trying to recognize any of this information takes additional time, if you can understand any of it.

Paper also holds back companies from innovation. If you decide to update your processes with paper forms, you have to create new forms, print them, and send them to various sites. Creating a new form may take a few minutes, but actual implementation can take days or weeks. With a mobile app, you can create edits in minutes, and send out the change to all your users in real-time. Whether in Cincinnati or Calcutta, the next time your employees open the mobile app, the updated version will be there. All they have to do is fill it out.

Paper forms may be familiar but delays from paper processes end up hurting you, the decision maker. An information lag can delay your understanding of the costs of a project, as well as if it’s running on schedule. Any delay limits your ability to make decisions to change the course of a project. Paper processes are holding you back from greater success.

Are you struggling with any of these issues? Mobile apps can solve your issues, save money, and help your firm focus on your primary mission: creating strong, great projects for your clients.

“Canvas allowed us to design, test, and then modify all of our air conditioning maintenance forms as we went along.”

– Ron Walker, Cool Frog Cooling

Chapter 2: Thinking Strategically About Construction Mobile Apps

Whether you focus on commercial construction or on private homes, the details matter. But what are the best methods for collecting your information? Since every business has different needs, great construction companies ask themselves certain questions while setting up their processes. To have the best information collection for your construction business, ask yourself these strategic questions.

What Info Do You Need?

To begin, start with one process that you use on a daily basis. Every construction site, for instance, has a daily safety inspection. Make a list of what information you need to have to cover your bases.

A great way to form this list is as an outline. That way, you will have both the substance and rough shape of your future mobile app.

More than safety, it’s important to ask yourself another question. Do you need more information on your employees or subcontractors? Have you had to scramble for information on equipment in the past? Have you been worried about legal liability? Your answers will help you decide what new information you need to ask for.

Mobile apps make gathering this information easier. While you can bold fields on paper, you can’t require people to fill information out. With mobile apps, you can make certain fields required. That way, your users must fill out those fields to submit their form. You’ll get the information you need no matter what.

What Information Do You Want?

More than what you need, it’s important to decide what you want from the data. What data do you not have? Where are your blind spots? Are you thinking of change or growth in certain areas?

Create a list of areas where your current data is lacking or what you will need before making future strategic decisions. Making future strategic decisions.

Some areas where our clients have expanded their information include:

  • Photos of construction site to validate safety inspections and provide visual confirmation of compliance
  • Automatic date and time stamps when perishable materials arrive at a work site
  • Pre-populated forms with helpful information such as labor and material descriptions and prices
  • Adding GPS location capture for worksite inspections

It will take time, but if you go with mobile apps, you’ll have all that information in real-time. Thus, you’ll be able to make strategic decisions quickly and effectively.

Without information, you lack the evidence to prove you need to change. Gathering much of the necessary information with paper takes longer and requires more work from you and your employees. Mobile apps make it easy to expand and analyze your information, so you can make the best decisions for your business.

“With GoCanvas we can quickly modify or create any app to meet the specific project requirements.”

– Rick Davis, Owner of Rick Davis Consulting

How Do You Want to Receive Your Info?

More than the information you need, how do you want to get it? Some fields could be simple text boxes. Others could be a drop down list of values for the inspector to choose from. Maybe you want photos to validate inspections of equipment or certain set-ups. Knowing how you want to gather the information will save you time when you’re creating your mobile form.

Finally, you also need to think about how you’ll want to access and share the information later on. With mobile apps, all of your information is accessible 24/7 in the cloud. Will you want to download all of your data as a CSV or XML file? Or maybe you need to send the data to a customer, colleague, or subcontractor as a PDF?

Perhaps you prefer a seamless integration with one of your existing systems via an API? An API integration will allow you to get forms such as work orders and time cards in real time in your databases. These are all great options depending on your needs.

With GoCanvas, all forms go immediately to the cloud. Not only will you get more data, but you skip manual data entry necessary with paperwork and other systems. One customer of ours has saved over $40,000 in administrative costs.

You can’t control the weather or the price of concrete. However, you can take steps to eliminate inefficiencies in your business. Mobile apps provide a unique opportunity for construction firms to collect insightful business information. With smartphone technology, you can validate your information easily and quickly. All of this can be collected in half the time it took your employees before.

What could your business do with hundreds of more hours on-site and at the office? Every construction business has unique needs. To capture the best data for your business, you need to understand your needs. Asking yourself these questions will help you quickly and easily collect the information you need to succeed.

Chapter 3: The One Switch That Saved a Contractor Thousands of Dollars

Ace Contractors Group Pty Ltd, is an Australian-owned company offering a wide variety of services including Civil, Landscaping, Infrastructure, Environmental Management, Water Industry, Electrical, Plant, and Equipment. They work not only across Victoria but also in Perth, Western Australia, and NB Projects in Ceduna, South Australia, and Wolumla in NSW. For over 40 years, they have delivered quality projects at the best value to their customers.

While Ace Contractors was growing across the region and beyond, their paper system wasn’t keeping up. Unless employees went and audited each site, it was difficult to ensure that their various locations were in compliance. This system required extensive work hours and was painfully slow.

In addition, each site supervisor was burdened with large amounts of paperwork. Any time a form was updated, someone had to send it to each of the various sites across the region. Paper forms were slowing down their work, and hindered communication between sites. Ace Contractors needed a solution that was faster but also more thorough.

Solution

In November 2013, Ace Contractors switched to GoCanvas to replace cumbersome paper forms with highly-customizable mobile business forms that improved their data collection and productivity.

Ace Contractors started with a trial group of users to test going mobile. With an intuitive user experience, the group took to the mobile app quickly. Soon after, they expanded their use of GoCanvas to their site supervisors and finally onto the project managers.

Today, they have moved their most commonly used forms to mobile. Forms now collected on smartphones include Mobile Plant Entry Permits, Weekly Site Inspections, Handover Certificates, and Excavation Permits.

They aren’t stopping there: They’re looking at ways to transition other forms to GoCanvas too!

Results

From the beginning, Ace Contractors saw productivity gains. Monitoring compliance is now easy and does not require that someone from headquarters visit each site. Employees on-site can fill out compliance quickly at their respective locations. All forms are sent immediately to the cloud, so the central office receives the report the day any form is finished.

Updating forms has become easier too. Once the form is edited with the GoCanvas App Builder, it is immediately available to users no matter where they are. Switching to mobile apps has removed the issue of lost paper forms and strengthened communication between the sites and senior management.

In real terms, Ace Contractors reported saving over $2,200 in just four months. Michael Spiteri of Ace Contractors believes that “we have most likely saved a lot more than that if you take into account form revision upgrades that do not require a person going to a site with a handful of paper, time and effort to re-print, and being able to instantly be informed if there is an issue on site.”

With less time and effort, they receive more accurate information in real-time and can focus on finishing great projects.

“Being able to know what is happening on your site is priceless.”

— Michael Spiteri, Ace Contractors

Chapter 4: How to Create a Building Inspection App in One Hour

Whether you work in commercial or residential construction, inspections are crucial in your line of work. Inspections, however, take time away from the important renovation or construction work you do. For many businesses, you can’t even bill for time spent on this work.

Are you ready to go mobile? Today, you don’t need any coding or technological expertise to create a building inspection app. You can start creating a mobile app today for free. Or, send us your form and we’ll convert your first form free!

Want to build your own inspection? Follow these steps:

Find a Form You Want to Convert

When going from paper to mobile, we suggest starting with only a few forms first and working your way to a paperless office.

Log in or Sign up for GoCanvas

If you have an account, sign in. If not, you can create a free trial account here.

Build Your Building Inspection App

1. In the Apps Tab click on Create App.
2. Now, select a template, in this case I am choosing blank.
3. Click Start to launch the App Builder.

  1.  In the App Builder, you’ll be prompted to add the first screen. Select + Add screen then name it, “Building Condition”.
  2. Add the first field. Drag a Short Text field into the center screen from the left-hand palette. Name the field ‘Name of School District’.
  3. Drag a number field into the center screen from the right-hand palette. Name the field, ‘SED District Number’.

  1. Repeat Step 5 for all fields asking for text. Repeat Step 6 for all fields asking for numbers.
  2. Drag a Static Text Box into the center of the screen. Write ‘Building Ownership (check one)’.
  3. Drag a Checkbox into the center screen. Next to the Label write, ‘Owned and Used by District’.


 

  1. Repeat Step 9 for these checkboxes:
  • Owned by the district and leased to a non-district entity
  • Owned by district, part used by district, part leased to non-di strict entity
  • Owned by a non-district entity and leased to the district
  1. Name your app, I’m going to name it “2018 Building Condition Survey”. 

Save and Publish Your App

At the top of the App Builder page, click Save. After saving hit Publish to Device. Hit Next and then Publish.

Start GoCanvas on Your Mobile Device

To use the app, simply open GoCanvas on your phone or tablet and log in.

  • Fill Out the Building Inspection App On Your Device
  • Fill out the “2018 Building Condition Survey” on your device and upload your filled-out survey.

View your Data Online

If you logged out of the GoCanvas website, log in again and click on the Submissions tab. You will find the data you just filled out on your mobile device. You can now view it online, download it as a PDF, export it as a CSV/Excel file, or integrate it into a backend system.

At GoCanvas, you can also customize your PDFs to include your logo, unique layouts, as well as page breaks, and many more options as well.

Hopefully, this showed you how easy it is with GoCanvas to go paperless. All of the apps created with GoCanvas work across all of the devices we support, which include Android, Windows Mobile, and iOS.

We understand making the switch to mobile apps isn’t something that happens overnight. That’s why we give a free trial to all our subscribers. Test out how mobile apps work for your business. If you have any issues, our team is here to help. With GoCanvas mobile apps, do business your way.

Conclusion

This guide shows just the beginning of what construction companies are doing with mobile apps today. From Melbourne to Malibu, companies are using mobile apps to streamline their processes, gather new information, and help make the best decisions for their businesses. Be sure to check out our app library to get more inspiration or view a building inspection checklist we’ve created.

Ready to Rethink How You Work?

GoCanvas has helped a variety of businesses across multiple industries transform their safety processes and rethink their efficiency, ultimately saving them money. Why not do the same? Reach out to one of our experts today to kickstart your process revolution.

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