Construction Success Kit

Construction Success Kit

A man in construction field collecting data on phone with GoCanvas.

Benefits of GoCanvas

  • Simple to Deploy and Use.
    No integration is required, it works on any smartphone or tablet.
  • Unlock Frontline Data.
    Save costs, increase workplace efficiency, and get near real-time analytics.
  • Streamlined Processes.
    Collect data on a mobile device, use our open API and Integrations to share instantly with external parties.
  • Job Dispatch.
    Dispatch the right person, to the right job at the right time.

Streamline Your Business

  • Daily Field Reports
  • Reduce time spent billing customers.
  • Get paid faster by customers.
  • Keep data Organized in reports that can be easily pulled.
  • Work Orders
  • Know exactly what is happening on-site with required questions such as location, employees on job, weather conditions, and tasks completed.
  • Once work order is completed, automatically create an invoice that can be sent to the customer.
  • Include photos, work to be completed, completed work on invoice for customer to review.
  • Ensure accountability with electronic signatures.
  • Time Sheets
  • Track your employee attendance at any job.
  • Manage employee time clock entries and data for payroll purposes.
  • Equipment Inspections
  • Gain near real-time analytics of inspections.
  • Streamlined inspection processes all from a mobile device or tablet.
  • Keep your warehouse and equipment organized and well-maintained with accurate inspection information.

Top Features

GPS

Time & Date

Calculations

Photo Capture

About Us

GoCanvas

Since 2008, GoCanvas has been the go-to for job site management and compliance in construction and manufacturing. We are on a mission to eliminate paperwork, streamline workflows, and become an indispensable tool for any business owner. Together with Device Magic, our customizable mobile forms solution delivers seamless simplicity and optimal productivity. See why our 4 million monthly users chose GoCanvas and unlock your potential with our user-friendly platform.

Device Magic

Simplify fire protection management and enjoy streamlined workflows. With Device Magic’s real-time data collection and reporting, ensure compliance and make quicker decisions for faster response to identified issues. Our form builder and GoCanvas partnership enable easy operation management from your mobile device. Enhance fire inspections, safety and compliance, and payments to achieve efficiency and protect your bottom line with Device Magic and GoCanvas.

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…

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

Constructions Digital Transformation

Your competition is finding faster ways to capture data and get critical insights from the field into their existing systems. In short, they’re not going bigger, they’re getting smarter. In this 15-minute broadcast on the construction industry’s digital transformation, find out why the trend is to modernize workflows – and how you can stay ahead of the curve…

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.

The Future of Safety is Digital

Three inspection workers on job site.

The Future of Safety is Digital

Digitize and automate your processes. Spend less time on paperwork and more time with your customers.

Three inspection workers on job site.

Who is GoCanvas? 

Our safety compliance and asset management solution focuses on digitizing and automating processes to help businesses save both time and money. Our entire team shares an unwavering determination to help customers streamline their processes and workflows, so they can get back to doing what they do best.

We enable businesses to: 

  • Easily identify and prevent risks on the job site
  • Make inspections thorough and efficient
  • Prevent data loss and poor management

The Challenge

Tedious manual processes and redundant requests are taking up too much valuable time. Having little to no visibility into your operations increases the chance of safety risks occurring on a job site which can result in job stoppages, safety incident reporting issues, or damage to assets.

  • 1% productivity growth annually for the past two decades in the construction industry
  • 30% of all of the work performed by construction companies ends up being reworked.
  • 155 million workers were affected by workplace injuries, costing businesses $161.5 billion.

The Solution

By digitizing and automating your operations, you’ll save at least 15 hours weekly so you can spend less time on admin work and more time on growth. Reduce downtime of your valuable assets when a safety hazard is identified or a failed inspection occurs by automating the next steps. Gain critical insights to identify, address, and prevent future safety hazards quickly and improve your customer service.

Explore GoCanvas

Customizable mobile forms

Industry-leading business insights

Real-time data collection

Automate workflows & tasks

Popular Standardized Construction Forms

Your account comes pre-populated with these forms and many more, customize them to meet your specific processes:

  • Work orders. Keep up with job details in real-time. Make important information required, including photos and signatures
  • Equipment inspections. Streamline your inspection processes from a mobile device or tablet.
  • Job safety analysis. Reduce risk by creating consistent steps to best perform tasks without the likelihood of injury.

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.

About Us

GoCanvas

Since 2008, GoCanvas has been the go-to for job site management and compliance in construction and manufacturing. We are on a mission to eliminate paperwork, streamline workflows, and become an indispensable tool for any business owner. Together with Device Magic, our customizable mobile forms solution delivers seamless simplicity and optimal productivity. See why our 4 million monthly users chose GoCanvas and unlock your potential with our user-friendly platform.

Device Magic

Simplify fire protection management and enjoy streamlined workflows. With Device Magic’s real-time data collection and reporting, ensure compliance and make quicker decisions for faster response to identified issues. Our form builder and GoCanvas partnership enable easy operation management from your mobile device. Enhance fire inspections, safety and compliance, and payments to achieve efficiency and protect your bottom line with Device Magic and GoCanvas.

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…

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

Constructions Digital Transformation

Your competition is finding faster ways to capture data and get critical insights from the field into their existing systems. In short, they’re not going bigger, they’re getting smarter. In this 15-minute broadcast on the construction industry’s digital transformation, find out why the trend is to modernize workflows – and how you can stay ahead of the curve…

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.

eBook Content: State of Construction 2022: 7 Reasons to Prioritize Digital Investments

State of Construction 2022: 7 Reasons to Prioritize Digital Investments

What do you need to add to your digital toolkit this year? The trend is working smarter, not harder. The construction industry is facing some unique challenges – like learning to do more with less and maximizing available resources.

Instead of scattered notes, your projects require a data model and workflows that other software providers don’t understand. You need to easily create and distribute documents, and then share information quickly so that all workers are kept up-to-date and aware of significant changes. 

Real-time automation can boost your revenue in a few ways: 

  • Improves efficiency. Better information can make you more competitive within the market. Automate the extra administrative tasks that come with bidding and accounting. Greater efficiency means you can do the job for less, making your bid more attractive. 
  • Makes you proactive, not reactive. A clear picture of your projects can help you see around corners, identifying problems before they arise, so you can adapt quicker and keep your projects running on schedule. Completing tasks on time is a boon to your reputation and a leg up over the less-organized competition. 
  • Streamlines team communication. An organized spot to find answers and updates will keep everyone on track of a project’s status and mitigate risks. Even better? You can build new tools like digital construction checklists and the exact forms your team needs to succeed. 

In this new guide, you’ll also learn how digital project management tools can help to:

  • Increase employee productivity
  • Standardize how data is collected
  • Enable staff with insights and analytics
  • Promote a culture of workplace safety 
  • Ensure data is never lost
  • Increase employee retention
  • Ensure client satisfaction

Introduction

Savvy construction firms recognize the need to invest in technology to modernize their business processes. Research from McKinsey suggests that these digital investments “can result in productivity gains of 14 to 15 percent and cost reductions of 4 to 6 percent.” 

Despite the compelling business case for innovation, many firms are still hesitant to change. 

One possible explanation is that construction firms have a high level of business complexity, making it seemingly difficult to implement operational changes across a distributed workforce. Not every firm has a large budget or dedicated technical resources to take on this type of enterprise-scale initiative. 

An alternative approach is emerging though for contractors that want to innovate and prefer to focus on quick wins that align directly with specific business challenges. Easy-to-adopt software as a service (SaaS) products are helping companies to digitize their operations and create a competitive advantage. 

In the current market, companies will need to innovate to maximize their profitability. Continue reading for an analysis of the state of construction and an overview of the business impact of moving away from paper-based processes. 

McKinsey suggests that these digital investments “can result in productivity gains of 14 to 15 percent and cost reductions of 4 to 6 percent.

Chapter 1: Top Challenges for Construction Firms

The ongoing pandemic is affecting the economy and creating uncertainty for construction firms. There’s no shortage of new challenges arising — from rising material costs, decreased demand in certain sectors, and increased competition in the market to name a few. 

It’s clear that there’s a great deal at stake and organizations will need to limit unnecessary setbacks going forward. 

Even without a pandemic, there are several consistent challenges present in the construction industry that affect profitability. Here are four key findings from industry research that summarize these challenges:

1% productivity growth annually for the past two decades in the construction industry (McKinsey)

20% of worker deaths each year occur in construction even though the industry makes up 5% of the workforce (OSHA)

81% of construction firms report difficulty filling positions due to the pandemic (AGC)

30% of all work performed by construction companies ends up being reworked (EC&M)

Companies should look to leverage technologies that address these specific pain points, balancing the need to increase productivity, keep workers safe, and deliver quality projects on time to clients. By aligning technology investments with these business objectives, firms can make incremental improvements that help them stay competitive and profitable. 

Construction executives continue to have a positive outlook despite these challenges. According to research from Deloitte, “68% of executives characterized the business outlook for the industry as somewhat or very positive.”

Chapter 2: The Need for Digitization

Contractors have historically relied on paper forms for collecting and storing project data across a distributed workforce. Firms are starting to move away from paper and are instead digitizing as much of their core business processes as possible. Bringing the information online helps organizations in several ways: 

  • Reduction of manual work 
  • Elimination of human error 
  • Decreased risk 
  • Greater business insights 

Using mobile apps and software, contractors are now able to streamline their workflows and improve the quality of their data. These applications are simple by design but when implemented they can have a powerful impact on transforming how a business operates. 

Research from GoCanvas shows that companies who moved away from paper-based processes to digital mobile apps reported:

Increased their productivity by 20% 

Reduced their risk and liability by 18% 

Saved 50 + hours per week manually creating critical reports for analytics 

*This data was collected in January 2020 as part of a survey of firms using GoCanvas.

Chapter 3: 7 Reasons to Go Digital and Eliminate Paper

1. Increase employee productivity 

Paperwork is a leading cause of frustration for employees and this turns into lower productivity levels. Mobile apps for contractors aim to digitize all aspects of paperwork on the job, resulting in streamlined workflows and a reduction in manual tasks. 

The most common paper-based processes in construction include inspections, incident reports, work orders, change orders, estimates and logs, reports, and other types of field data collection on job sites.

Anywhere paper is used to collect and share information can be an opportunity to digitize information using an online form instead. Mobile apps simplify the process for staff, bring information online for reporting, and enable automation for completing other tasks and workflows.

Considering the direct costs associated with paper usage and the indirect costs that stem from lost productivity, there is a clear advantage for firms that can digitize. 

2. Standardize how data is collected

Data collection is a challenge for construction companies with distributed teams. Without clear processes and standardization, the result is siloed data that is not consistent and hard to analyze.

With paper forms, there is no reliable way to enforce how data is collected. Apps and software for contractors are designed to simplify field data collection, giving employees a better way to submit data.

Advanced features can require standard inputs so the information for reporting is consistent and complete. This creates an environment where data is an asset and can be used to inform business decisions.

3. Enable staff with insights and analytics 

Contractors can use data to their advantage if they implement data collection best practices. On an operational level, staff can see trends in real time to understand any potential issues, delays, incidents, or problems that are happening on job sites. At the same time, construction executives are empowered with a complete view of their business and they can make any appropriate adjustments. 

Mobile apps and software enable data collection and empower the analytics and insights needed for greater business intelligence. For construction companies, this means finding opportunities to improve quality and avoid rework, spot lags in productivity, manage safety programs, and much more. 

4. Promote a culture of workplace safety 

Safety programs managed on paper are difficult to track. Digitizing these programs allows organizations to have more visibility into safety programs and ensures compliance. Going digital makes it easier for employees to complete training or toolbox talks, and a record of their completion is clearly documented. 

Apps for contractors act as a comprehensive safety management solution. With robust reporting that’s visible in real-time, organizations can address potential hazards and limit OSHA violations and fines. 

5. Ensure data is never lost

There is a greater level of risk when information is stored on paper in filing cabinets. Sheets are hard to find and they can be lost, damaged, or stolen. Digitizing this information will ensure that firms are complying with best practices for record-keeping. 

Digital information is securely stored in the cloud and can always be accessed. This helps contractors in case of an audit, insurance claims, legal disputes, and similar instances where sensitive information needs to be accessible. 

6. Increase employee retention 

With a labor shortage and difficulty finding skilled workers, firms need to do everything in their power to retain current employees. 

An investment in digital apps and software shows workers that brands are committed to investment in worker productivity and safety, with modern business processes that make their jobs more efficient. 

All of this leads to a better employee experience and a positive impact on a firm’s brand and reputation. Firms can’t control the labor market, but investing in tools to improve the job is one opportunity to improve employee satisfaction. 

7. Ensure client satisfaction 

An investment in digital technology will bring improvements to productivity, minimizing delays and cost overruns. Streamlined operations ensure smooth processes, a high level of quality in work, and on-time delivery. 

In an increasingly competitive environment for work, firms need to do everything in their power to create an advantage. Having modern business processes in place is one opportunity to ensure that projects run efficiently. 

Chapter 4: Key Considerations When Implementing Technology

With the right technology in place, contractors can expect to see a significant return on their investment. However, navigating the software and apps marketplace can be difficult with hundreds of solutions available to buyers today. 

When starting out, firms should consider starting small by piloting a program that is centered around a single area for improvement. They should focus on making incremental changes and solutions with a fast time to value. 

Complex software purchases may be overly complicated for some business types. It may be ideal to find solutions that don’t require a large investment upfront or dedicated technical expertise. No-code or low-code solutions are available that enable non-technical business users to digitize their operations, while also offering a high level of customization to fit unique business requirements. 

The final consideration when purchasing technology is to focus on adoption. Different stakeholders in the organization should be included during the pilot program to gain their feedback early on. Once a business case is clearly established and the value proposition is clear to staff, companies can begin to roll out these programs on a larger scale. Some employees will be hesitant to adopt, but communicating how this initiative will impact their jobs can put into perspective the tangible benefits. 

By starting small, focusing on simplicity, and working to gain buy-in from staff, organizations can quickly move from paper-based operations to digital. This approach is easier than an enterprise-level implementation and will prioritize the quick wins that bring immediate benefits to an organization and create a competitive advantage in the market.

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.

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…

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

Constructions Digital Transformation

Your competition is finding faster ways to capture data and get critical insights from the field into their existing systems. In short, they’re not going bigger, they’re getting smarter. In this 15-minute broadcast on the construction industry’s digital transformation, find out why the trend is to modernize workflows – and how you can stay ahead of the curve…

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.

Your Guide to OSHA’s Construction Safety Regulations

YOUR GUIDE TO

OSHA’s Construction
Safety Regulations

The construction industry tops the list when it comes to workplace injuries and fatalities, even with tightened safety regulations over the years.

In 2020, one in five worker deaths in the US happened in construction, according to the Occupational Health and Safety Administration (OSHA)

Stay on top of the regulations with these tips:

  1. Utilize the Federal Register

    It takes time and patience, but you can keep up with OSHA regulations by checking the Federal Register, which publishes standards as they are adopted, along with any corrections, insertions, deletions, and amendments. Sign up for an annual subscription through the U.S. Government Publishing Office.

  2. Set up a Safety Steering Committee

    Having an internal committee of employees (limiting the participation of supervisors or managers) is a great way to build upon your safety practices. These committees give employees a space to voice concerns and ask for clarification on safety matters. Have them meet regularly to discuss practices and contribute ideas for improving your overall safety program.

  3. Get Organized

    Keep track of your safety program using the OSHA Small Business Handbook. It’s full of practical, budget-friendly strategies that can help you comply without breaking the bank. It also includes handy templates and forms to help you take a systematic, organized approach. While the OSHA Small Business Handbook is useful in many ways, it lacks advice on what technologies and tools can streamline your approach to compliance, and its forms are only in paper format.

More than half of the deaths resulted from what OSHA calls the “Fatal Four.” Broken down, the numbers from 2018 are chilling:

Falls (33.5%) – Workers who fell from
heights accounted for 338 deaths in 2018

Struck by an object (11.1%) – Objects
that struck workers accounted for 112 deaths

Electrocutions (8.5%) – From exposed
live wires to ungrounded electrical tools,
electrocutions accounted for 86 deaths

Caught-in/between (5.5%) – Getting
pinned or crushed accounted for 55 deaths

Don’t Let Compliance Slip

The reason for OSHA’s many compliance guidelines boils down to this: keeping your workers safe. No company wants to invite the injury or death of an employee, incur fines and penalties, or be taken to court. Don’t be intimidated by the need to keep up with regulations or the demands of creating an effective safety program.

Today, tech-savvy employers and workers use specialized mobile forms on their tablets and smartphones to address and meet safety protocols. With all the capabilities of previously used paper forms, these online forms have even more opportunities for efficiency.

About Us

GoCanvas

Since 2008, GoCanvas has been the go-to for job site management and compliance in construction and manufacturing. We are on a mission to eliminate paperwork, streamline workflows, and become an indispensable tool for any business owner. Together with Device Magic, our customizable mobile forms solution delivers seamless simplicity and optimal productivity. See why our 4 million monthly users chose GoCanvas and unlock your potential with our user-friendly platform.

Device Magic

Simplify fire protection management and enjoy streamlined workflows. With Device Magic’s real-time data collection and reporting, ensure compliance and make quicker decisions for faster response to identified issues. Our form builder and GoCanvas partnership enable easy operation management from your mobile device. Enhance fire inspections, safety and compliance, and payments to achieve efficiency and protect your bottom line with Device Magic and GoCanvas.

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…

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

Constructions Digital Transformation

Your competition is finding faster ways to capture data and get critical insights from the field into their existing systems. In short, they’re not going bigger, they’re getting smarter. In this 15-minute broadcast on the construction industry’s digital transformation, find out why the trend is to modernize workflows – and how you can stay ahead of the curve…

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.

State of Construction 2022: 7 Reasons to Prioritize Digital Investments

State of Construction 2022: 7 Reasons to Prioritize Digital Investments

What do you need to add to your digital toolkit this year? The trend is working smarter, not harder. The construction industry is facing some unique challenges – like learning to do more with less and maximizing available resources.

Instead of scattered notes, your projects require a data model and workflows that other software providers don’t understand. You need to easily create and distribute documents, and then share information quickly so that all workers are kept up-to-date and aware of significant changes. 

In this new guide, you’ll learn how digital project management tools can help to:

  • Increase employee productivity
  • Standardize how data is collected
  • Enable staff with insights and analytics
  • Promote a culture of workplace safety 
  • Ensure data is never lost
  • Increase employee retention
  • Ensure client satisfaction

Fill in the form to access the full eBook.

eBook Content: Unleashing the Power of Data Analytics

Unleashing the Power of Data Analytics

Introduction:

The digital transformation of the commercial construction industry shows no signs of letting up.

The pandemic has seen to that in ways no outside force ever could. According to McKinsey, “companies’ adoption—and the strategic importance—of digital technologies accelerated dramatically” since the pandemic, with 9 in 10 C-level and senior leaders reporting that their organizations had pursued “at least one large-scale digital transformation” between 2020 and 2022.

This may not be news to you. It’s likely your company has made its share of large and small digital bets. But the expanding flow of data raises some interesting questions:

  • How are you harnessing your database? 
  • How could data analytics better support decision-making? 
  • What steps can you take — right now — to advance your analytics?

This playbook examines the quickening pace of digital automation in the construction industry and the insights that transformation represents through real-time analytics.

Chapter 1: A Better Way to Measure and Manage

The Problem.

If one thing clearly signals the demarcation between analog and digital, it’s paper. The goal of any construction firm should be the elimination of most if not all, paper-based processes.

Why?

  • Difficult to capture and analyze data. 
  • Uncertain accountability and challenges with version control. 
  • Data sharing and collaboration are 
  • fractured and/or limited in scope.
  • No single source of truth.

The Solution.

Fortunately, these concerns are fading fast thanks to mobile form data gathering. Perhaps you’ve already integrated the technology into your workflow. Mobile forms make it easy to convert a paper process into a smartphone or tablet-based equivalent, vastly simplifying timely data collection.

Other benefits include:

Improved Productivity: Information gathering, reporting, and storage happen automatically.

Better Team Collaboration: Information can be distributed across the team in real-time.

Fast Data Collection: No transit issues with paper. Electronic dispatch eliminates bottlenecks.

Sustainability: No paper, no trees.

Easy Creation: No coding skills are required. Adapt downloadable templates or create from scratch with drag-and-drop simplicity.

Higher-Quality Data: Use conditional logic and workflow rules to lift information quality and enforce procedures.

Other Media: Allow visual data such as images, sketches, and maps to enhance reporting.

Online or Offline: Data can be entered in off-the-grid locations for later submission.

A Mobile Form Design Primer.

Mobile form simplicity ensures design requirements are few and basic. Readily available templates may also solve your mobile technology needs.

  • Use drop-down lists: Minimize typing, simplify choice, and make it easy to respond with a quick tap from a drop-down list.
  • Large Submit Button: The submit button should be unmistakable. Make it as large and inviting as possible.
  • Only Essential Fields: The fewer the fields, the better.
  • Test. Test. Test.: Make sure your form works across all devices

Advantages of Mobile Forms: Simplification, Convenience, and Enhanced Security.

Few in construction today will debate the merits of mobile forms. Anyone who has had their life simplified with a few taps will swear by mobile form technology. Initial grumbling quickly fades as superior convenience smooths the compliance path. Project coordinator Dave Cramer of Penn Line, an employee-owned infrastructure company based in Scottsdale, Pennsylvania, said, “Mobile form acceptance is remarkable. People immediately see the value.” Data gathered from mobile forms also mitigate another business concern: security. Cloud-based servers offer data security without the dangers of paper-based mishaps (lost, stolen, destroyed, etc.) and also support confidentiality.

For example, mobile forms are now available that offer security at a HIPAA certified level, which includes:

  • Auto-logoffs and session timeout to prevent information leaks due to lost or unsecured devices 
  • Disabling auto-email features to prevent accidental disclosure of sensitive information
  • Increased usage of logging and checksums to validate data has not been manipulated

“Mobile form acceptance is remarkable. People immediately see the value.” 

Dave Cramer, Project Coordinator at Penn Line

What happens to the data gathered through a mobile form? Data can be immediately available to customers, colleagues, and/or partners.

It’s up to you.

Website: All data is stored and searchable on the mobile form service provider website by registered users.

PDF: Fill-in-the-blank convenience and easily emailed as a PDF.

CSV: All data can be exported in a CSV file for analysis.

Web services: Connect your system to the mobile form service provider for automatic data display.

Integrations: With cloud-based services such as Box, Dropbox, Google Drive, and Evernote.

Chapter 2: Analytics: On-the-fly Visibility and Insight

Analytics is a seamless way to visualize submitted data in a near real-time environment. 

A credit score, to cite a common example, is a data analytics report. The credit score integrates data points to reveal a composite picture (the score) of an individual’s credit risk.

Similarly, construction industry analytics is a way to identify data patterns that can adversely or positively affect your business.

Take job site safety. You may have teams spread across many locations and want to stay current on safety conditions at each job site. An analytics dashboard can be displayed showing the location, the topics addressed in a toolbox talk, when the talk occurred, the frequency of the talks, and which workers signed off on attendance. You can also track job site incidents by time, place, what happened if it resulted in a talk, and if it could have been prevented.

Enhancing safety and efficiency through analytics and real-time visibility.

You may also want to track a worker’s safety record by incident type, frequency, location, and such. Analytics allows you to visualize diverse datasets and easily discern patterns. Considering that nearly 1 in 5 workplace deaths occurred in the construction industry in 2021, real-time visibility into safety data has the potential to save lives.

For example, GoCanvas, an industry leader in construction industry mobile forms management, reports that its users reduce risk and liability by 18%.

GoCanvas reports that its users reduce risk and liability by 18% 

Of course, analytics can be applied to any area where data is collected.

“We give our field people real-time visibility into the data they’ve harvested with a production summary,” Cramer said.

“Each row represents a mobile form submission. If the field supervisor wants to look at it or the foreman who submitted it, it’s available to whoever we share the sheet with. It’s very organized. We actually share this with our customer, too, which is a PennDOT inspector.” 

In short, there is a single version of the truth.

“We give our field people real-time visibility into the data they’ve harvested with a production summary.”

Dave Cramer, Project Coordinator at Penn Line

Analytics can range from bar/column charts to more complex visualizations. Reports are customizable to best reflect organizational needs.

Other analytics and reporting functionality include:

  • Email alerts are sent to select staff when metrics rise or fall beyond a preset threshold
  • Scheduled email reports that share metrics and trends throughout the organization
  • Filtered, high-level views of the business that the user can drill down with point-and-click ease

Chapter 3: Use Case Study Organizational Transformation

Not so long ago, the billing unit of an $80 million business group within Penn Line relied on the U.S. Postal Service for timely billing.

“Our folks in the field submitted all billable work on paper. It was very slow. The reports were typically mailed on Saturday, reflecting a week’s work. Days, even a couple of weeks, might pass. It wasn’t a good situation,” Cramer said.

All that changed in 2017, when Cramer visited a customer in California. “Our account manager there showed me a mobile form built by our customer. It was a eureka moment. I knew on the spot this was exactly what we needed,” Cramer recalled.

65 Mobile Forms Later

That night in his hotel room, Cramer jumped on the GoCanvas website and signed up for a free trial account. “I started playing with it. When I returned to headquarters, I announced this was the reporting tool we’ve been looking for.” Cramer could already visualize a safety audit and pre-trip checklist forms. Simple stuff, but plenty to demonstrate proof of concept to others.

Now jump ahead four years and 65 active mobile forms later…

No Code. No IT. No Worries.

“The funny thing is, I’m the primary GoCanvas mobile form developer, and I have no application-development background whatsoever. I just happen to be a process freak. I like workflow automation. The other thing is, IT has never been involved. They’ve been encouraging and helped administer a couple of security matters for me. Other than that, it’s all self-service,” Cramer said.

“By moving to electronic submission, it’s cut at least a week off the calendar. Some contracts required us to submit photos of finished work. Our foreman used to have to take pictures and get hard copies developed at Walmart and mail them off with a report. It’s easy to see why foremen and supervisors have adapted so quickly to our system.”

Dave Cramer, Project Coordinator at Penn Line

Remarkable Visibility.

He described how another mobile form replaced an entire notebook and pencil that was handed to the foreman to complete daily. The team is grateful for a streamlined workflow. So much, in fact, “I now get frequent requests to come up with new ways to fill in the blanks,” Cramer said.

Perhaps the biggest inflection point on Cramer’s GoCanvas journey was Analytics:

“We’ve never had a way to offer an analytic view of our field operations. We’re now engaged in an $18 million job, the largest contract in the division’s history. It involves 1,151 work sites. The mobile forms help populate a daily or weekly analytic report that anybody from the president on down can view in real time. It’s remarkable visibility we never had before.”

Digital First.

In fact, Cramer’s collaboration with GoCanvas was so successful that he was asked to present his mobile form strategy to senior leadership with an eye on expanding his paper-free ideas across the entire organization.

Chapter 4: Measure to Manage

Unleash Data Insights for Confident Decision-Making with GoCanvas.

No executive can claim too much insight, especially in construction. Imagine having the kind of decision support at your fingertips to confidently answer questions such as:

  • Should we bid on this project, and if so, how much?
  • Are the subcontractor bids reasonable?
  • Is the project about to run into trouble?

The answers to those questions and more may be waiting in your database.

As you continue your digital transformation, keep data analytics resources such as GoCanvas in mind. Look for a partner with the data analytics performance, innovation, and service record to help add a new dimension of business clarity to your planning. 

In addition to improving your analytics, GoCanvas can help you streamline your processes, save money, and spend more time with your customers.

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.

Check out even more resources

Three people in hard hats looking at a tablet.

Smarter, Faster, Safer: Improving Safety Compliance with Mobile Technology

Compliance, there are many ways we talk about it. A necessary evil, a chore, a struggle, or a critically important part of business. We all know how crucial it is, helping save…

Woman reviewing information on a tablet.

Your Guide to Waiver Forms — Examples and Templates

Waiver forms are a type of legal protection used by businesses to reduce their liability and risk. This type of agreement between a business and its customers is used…

Closeup of a handshake.

Duotank Transforms Business Processes with GoCanvas

Duotank is a bag-in-tank alternative to the traditional keg beer system. The aseptic tank environment enables breweries to maintain the quality of their beer after it leaves…

Connect with an Expert Today.

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

eBook Content: How Digital Can Transform Manufacturing

Transportation workers looking at digital work orders on tablet.

How Digital Can Transform Manufacturing

Introduction

For the most successful manufacturers, technology is not an add-on or afterthought. It’s an integral part of running a company. Technology automates tedious, manual processes, saving you money and empowering your workforce to spend more time making an impact on what matters most to growing your business.

For example, a major global automated systems manufacturer increased quality and efficiency by switching to mobile forms for automated data collection during compliance audits.

In fact, many of your manufacturing peers leverage the GoCanvas platform to increase the business impact of data. By using customized GoCanvas forms that automate mobile data to conduct a range of inspections and audits (even in offline mode!), these organizations are saving time and working smarter to leverage insights in making more-informed business decisions like mitigation of compliance risks.

You, too, can transform your business by using GoCanvas.

This eBook will show you how our technology can help your business grow in three key areas:

Safety and Compliance: By harnessing the power of big data through GoCanvas mobile forms, safety checklists, and audits, manufacturers can ensure compliance with state and federal regulations across their entire operation, including OSHA’s myriad regulations for manufacturers (machine guarding, lockout/ tagout, electrical hazards, personal protective equipment) to avoid worker injury and big fines.

Standardization: By switching to GoCanvas mobile forms and tapping the analytic power of big data, companies can achieve standardization in daily operations through automation that simplifies data collection, sharing, and insights generation across dispersed organizations. In this way, manufacturing data is captured, shared, and analyzed… from New York to Sydney. This is useful for incident reporting, maintenance reporting and tracking, audits, and open issue tracking — keeping quality assurance managers on the floor up to date.

Interoperability: It’s not a new concept to manufacturing. Having systems that work with one another — so that data from one machine can be analyzed in the same software as from another machine in a plant halfway around the world — is still something many manufacturers are struggling with. Collecting data in GoCanvas mobile forms and then storing it securely in the cloud to access from anywhere allows scenarios for your company that were previously reserved for mega-corporations. The power of digital is that businesses of any size can gain access to insights previously reserved for “the big guys.”

The maximum penalty for a willful or repeated violation: $132,598.

Chapter 1: Automation

Automate how work is done

There’s not a single step at your manufacturing plant that is unnecessary. Parts need to be welded, machined, and assembled with precision. You don’t waste time with steps that add inefficiency or unneeded features.

But while the way you make your products might be efficient, the way you manage your business – especially reliance on manual, paperwork-driven processes – might not be as efficient as it can be. Tracking maintenance schedules, safety inspections, and quality control checks with paperwork includes too many unnecessary steps. Employees have to lug binders full of blank forms around. Completed forms are filed away in a dusty cabinet and often never found again. Or they’re keyed into a computer system, which takes time and often introduces errors.

Even when paper forms are scanned or retyped, there’s the lack of a “big picture.” The information in those forms could be used strategically: to learn which machines always break down (and should be replaced instead of repaired), to train employees on ongoing safety and compliance issues, or to make process improvements.

If only the information wasn’t locked into paper or typed into an inefficient system…

Data captured in the field and entered directly into a mobile form is more accurate (no more worrying about illegible handwriting or typing/ entry errors), and it’s richer. Fields can be required — so inspectors and quality control agents can’t skip a section (either by accident or on purpose) — and you can also include photos. Not only is data collection standardized, there’s no longer any need to worry about or spend lots of time looking at manual checklists.

Some fields can be prepopulated: think timestamps, geographic coordinates, and more. This saves time and keeps data in a standard format. 

As soon as the form is submitted, you have access to it back in the office or at any other plant around the world. That data can be sliced, diced, and arranged on dashboards so that the global team can spot issues such as safety hazards on the manufacturing line or equipment repair bottlenecks and make informed decisions to resolve them as quickly as possible.

Moving to Mobile for Data Access

A major flooring manufacturer frequently audits manufactured products and raw materials for defects, warping, breakage, and other flaws. The company’s reporting did not offer the transparency and visibility they desired, and quality and ease of distribution were issues. This company needed better and quicker access to its data than it could get from paper forms.

It recently implemented GoCanvas in one of its facilities. It used the GoCanvas Mobile Forms Builder to digitize its processes and “automate” the creation of easy-to-use digital forms. Now, using barcode scanning on each pallet as well as on each individual item, inventory and defect data now flow into a database.

Summary reports in Microsoft Excel with charts, bar graphs, and more are pulled out, turned into PDFs, and forwarded to compliance managers three times a day. More detailed reports are available if issues are identified, and GoCanvas-designed custom dashboards are available for higher-level analysis.

The model is being launched in one plant but is designed to scale so that it can be implemented in the company’s other plants around the country. 

Manufacturers are subject to a range of OSHA regulations, which seem to be constantly changing.

Chapter 2: Compliance

Here are three key areas in which GoCanvas is already transforming manufacturing.

Compliance

Manufacturers are subject to a range of OSHA regulations covering equipment safety, protective work attire, warning signs, and other worksite and reporting requirements. Federal safety regulations are constantly evolving; for example, OHSA issued new guidance and an enforcement initiative in 2021 regarding worker exposure to indoor and outdoor heat hazards.

OSHA continues to maintain rigorous enforcement of safety regulations; major manufacturers continue to be routinely cited with fines for OSHA violations and worker injuries, indicating that the agency is taking preventable errors very seriously,

  • On October 27, 2022, OSHA issued a $1,232,705 penalty to an Ohio vinyl tile manufacturer in response to a worker suffering severe injuries as a result of being caught in a machine. The plant where this incident occurred has been in a “Severe Violator Enforcement Program” since 2017.
  • On December 15, 2022, OSHA issued an approximately $300,000 fine to a Texas-based auto parts manufacturer due to ignoring repeated safety concerns raised by workers and exposing them to unsafe conditions, such as a lack of compliance with machine safety procedures. 

$1,232,705Biggest Single Fine So Far In 2022.

Keeping track of all these regulations — not to mention rules and regulations from other agencies — can be overwhelming. But it’s vital to do so to protect your workers and keep your company liability free. One way to do this effectively is with checklists.

Checklists are a key tool in inspections and compliance. As safety supplier New Pig puts it, “Checklists break down complex plans into manageable action steps. Well-written checklist questions guide whoever is using them, and allow them to complete the audit quickly and effectively. Checklists can also help whoever is using them to come to a concrete answer for each question by removing the chance for judgment calls: it’s either yes, no, or a measurement.”

Checklists are a key tool in inspections and compliance.

You can use checklists for any safety audit or compliance issue. This eliminates the need to store paper records or re-key forms into a computer due to missing, illegible, or disorganized paperwork. By using mobile forms, there is no need to worry about or waste time with paper checklists. Since they are stored in the cloud, they can be accessed immediately if an OSHA inspector shows up, eliminating the need to go hunting for inspections in filing cabinets.

GoCanvas customizable standard mobile forms help you spend less time on paperwork and automate your safety procedures related to some of the most common OSHA regulations:

A good platform will help catch compliance errors and violations as they happen and let employees document the fixes they made at the time.

It will also integrate compliance with process management, according to consulting firm AT Kearney. This means that you won’t keep seeing the same issues come up over and over again, because you have data to ensure that your processes can change and adapt.

Chapter 3: Standardization

Imagine life without standardization. Suppose every car had a different-sized opening for the gas pump, or if every lumberyard sold pieces in whatever shape they liked. Getting gas or building a house would be much more complicated than it is today.

Standardization is often derided as stifling innovation, but the truth is more complicated. If a process is written down and standardized, it becomes routine — which frees up employees to innovate in other areas. This is because standardization helps improve efficiency by focusing work time on the most important tasks as redundant and distracting administrative tasks can be eliminated.

And standardizing side processes that are only indirectly related to making products can result in huge savings in time. Why wouldn’t you want to collect data from machines in the same format, or conduct safety or quality inspections in the same way across all of your many plants?

But according to research firm LNS, more than half of executives (55 percent) say their quality metrics aren’t effectively measured, and almost as many (47 percent) say they have too many systems to measure quality. Clearly, there’s room for improvement.

According to research firm LNS, 55% of Executives say their quality metrics aren’t effectively measured.

Standardization of manufacturing work processes is part of the movement to lean methodology and, according to a post by SafetyCulture, enables “cuts down on waste, ensures constant uptime, and boosts efficiency within the organization.” One of the central benefits of standardization is improved safety as documenting and communicating the specific, appropriate ways for workers to complete work tasks minimizes distractions and promotes adherence to safety protocols.

With a standardized system to measure quality and process improvements across plants, data can be captured and analyzed across all facilities.

Data collected via the GoCanvas analytics solution is automatically uploaded into a SQL database or Excel spreadsheet to create a custom dashboard where data can be analyzed almost instantly to identify efficiencies and mitigate safety hazards at all your plants/worksites.

By establishing a standardized process, “Organizations are better able to identify standards that are not being adhered to or adopted, as well as when and where to take corrective action. Such a system simplifies and consolidates these critical processes to provide real-time insight across plants, geographic regions, and suppliers,” according to a Sparta Systems white paper.

Kevin Prouty, research director for Enterprise Applications at Aberdeen Group says that mobile inspections allow companies to add discipline to standard processes.

“Before, you might have suspected not every item was being inspected. Now, when inspections are performed using a mobile device with a bar code scanner, you know when steps are skipped. It enforces discipline in the process.” – Kevin Prouty, Research Director for Enterprise Applications at Aberdeen Group

Manufacturers must comply with strict safety and quality compliance regulations. Using a mobile app increases the accuracy of data that is necessary for quality checks and OSHA compliance checks. The inspection process is much simpler and smoother.

Chapter 4: Interoperability

Interoperability is not a new concept to manufacturing. Modern manufacturing relies on the idea of using interchangeable parts that work with one another — and that idea dates all the way back to Eli Whitney and his muskets in the early 19th century, or maybe even earlier.

But having systems that work with one another — so that data from one machine can be analyzed in the same software as from another machine in a plant halfway around the world — is still something many manufacturers are struggling with.

“Major problems remain with respect to the interface between the enterprise corporate level and the manufacturing shop floor level,” wrote researchers Hervé Panetto and Arturo Molina.

For those who embrace technology, there are huge gains to be made.

– James Kember, Industry Analyst

Some industries, particularly that of small businesses, are limited by size and funding capabilities, but with higher efficiency due to the interoperability, standards can allow for those limitations, even work with them better. This allows smaller businesses to maximize the use of property to achieve higher levels of production with fewer personnel. Many factories are using a third less space to accomplish the same thing that they previously needed far more space to do.

Kember adds that the factory of the future “may look a good deal different than what many of us are accustomed to seeing. Personnel moving here and there, machine noise, and shouts for assistance on a given machine may all be factors that are missing in the near future. The shop floor of yesterday, replete with dozens of personnel necessary to operate the machinery may be gone, replaced by just one or two people who are carrying a tablet computer or a small hand-held device that can offer them all that they need to know about what’s happening on the factory floor.”

Interoperability allows smaller businesses to maximize the use of property to achieve higher levels of production with fewer personnel.

Leading manufacturers, says IBM Global Business leader Dave Lubowe, are increasingly transforming operations with big-data analytic approaches that simulate “what if” scenarios. “For example, what if we closed this warehouse? Or assigned this customer to a different distribution center? What would be the impact on service levels, inventory levels, CO2 output, and profit and loss? Before you take a step, you can do the simulation and basically get an automatic business case.”

With data available from every machine in every plant, stored securely in the cloud, and accessible from anywhere, these scenarios aren’t — the power of digital is that businesses of any size can gain access to insights previously reserved for “the big guys.”

Real-time data collection and insights that enable you to spot trends and make informed decisions are available to manufacturing organizations of all sizes. For example, you could customize an inspection checklist with all the data you need (and none you don’t). The results of the inspection — who conducted it, what they found, and what, if any, anomalies were corrected — are automatically and instantly uploaded to the cloud, where they’re stored securely. You can use this data, presented in easy-to-use dashboards, to determine which machines are most likely to fail. Quality data and customer returns can help you trace faults back to the machine that caused them.

Purchase orders can be sorted and tagged — imagine being able to tell at a glance that 70 percent of your orders came from one geographic location.

What’s the Future?

See how GoCanvas can transform your manufacturing business by automating tedious, manual processes so you can spend less time on paperwork and more time growing your business. Our user-friendly digital solution lowers costs, minimizes compliance risks, and empowers your people to work smarter.

For manufacturers big and small, mired in manual, time-consuming processes and paperwork the future clearly lies in digital transformation. Those who are slow to adopt, or worse, ignore the trend and remain mired in the paper, risk falling behind the competition — quickly. Don’t wait to optimize your business through an automated digital solution.

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.

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…

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

Constructions Digital Transformation

Your competition is finding faster ways to capture data and get critical insights from the field into their existing systems. In short, they’re not going bigger, they’re getting smarter. In this 15-minute broadcast on the construction industry’s digital transformation, find out why the trend is to modernize workflows – and how you can stay ahead of the curve…

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.

eBook Content: Construction’s Digital Transformation Essential Tips

Construction’s Digital Transformation: Essential Tips for Collecting Better Data & Unlocking Major Productivity

Your competition is finding faster ways to capture data and get critical insights from the field into their existing systems. In short, they’re not going bigger, they’re getting smarter. In this ebook on the construction industry’s digital transformation, find out why the trend is to modernize workflows – and how you can stay ahead of the curve.

Chapter 1: What is Digital Transformation?

No doubt about it, digital transformation has become the hottest trend in construction.

What is digital transformation? It simply means rethinking how your organization uses technology, people, and processes to go after new business and increase revenue. The pandemic dramatically increased the speed of “digital everything” and forced leadership teams across all industries to reinvent their companies with digital solutions.

The construction industry’s IT budgets certainly tipped in this direction. Research from IDC Market Perspective confirms that construction firms are now dedicating more than half of their IT budgets to digital innovation.

Quality leadership plays a big role here. To drive useful transformation that leads to business results, construction leaders must embed the right technologies into the right parts of their workflows and business models. Today’s modern construction industry leaders need to innovate and execute on the options that technology enables.

In a McKinsey survey of 1,140 business executives, many respondents recognize that their companies’ business models are becoming obsolete: 

  • Only 11% believe their current business models will be economically viable through 2023.
  • Another 64% of those execs say their companies must build new digital businesses to stay economically viable.

By adopting new practices, leveraging new technologies, and investing in new projects, builders and developers can win more contracts and enjoy profitability.

In the following chapters, we’ll explore why the construction industry is modernizing, the pillars to a successful digital transformation, and how to use technology to maximize growth and unlock productivity.

Chapter 2: How the Construction Industry Is Modernizing

Construction still has a long way on its road to recovery from the last two tumultuous years. 

Technology is the way forward for construction. Connected construction is taking hold in the industry and it will be increasingly harder for holdouts to compete.

Specifically, construction companies are using technology to better connect their office and site teams for end-to-end knowledge bases and analyses of operations.

The construction industry is now automating project progress, equipment maintenance, and job site conditions on a frequent basis. This allows contractors to identify and correct issues quickly before they become a more costly problem down the line. In order to do this, contractors need solutions to gather loads of data from the field.

However, there are several construction-related challenges rapidly changing the global market.

Rising supply prices will likely continue for years, while regulatory changes will cause intense scrutiny on workplace safety and climate change adaptation. 

Plus, skilled labor shortages will remain a constant struggle for the construction industry. Getting data from the jobsite will be more critical than ever, as contractors begin expanding their crews and equipment fleets to complete these large infrastructure projects.

While the construction industry has been adopting techniques to manage a frontline mobile workforce for a while now, the pandemic has removed a “centralized administrative office” from the equation. Construction companies are now tasked with adapting processes to accommodate both the frontline and information mobile workforce.

According to the International Data Collection (IDC) forecast, the U.S. mobile worker population will increase from 78.5 million in 2020 to 93.5 million mobile workers in 2024. That’s nearly 60% of the nation’s total workforce. This is not only changing how companies must collect data from the field, but also how they configure data retrieval workflows. Delivering paperwork to the back office is no longer an option. Companies will need to digitize their data to streamline operations and maintain a productive mobile workforce.

Chapter 3: Core Reasons to Go Digital

Modernizing operations is the first step to maximizing growth and unlocking productivity.

Speed, efficiency, and growth are critical for your bottom line. 

Embracing a digital-first mindset will help to connect the people that matter to your business – and grow your business with key data insights. It also will eliminate tedious manual tasks and redundant requests.

In some ways, construction is still finding its legs in technology. That means it’s important to get everyone on board (even non-technical users) without significant support from IT. Streamlined tech will get everyone on the same page and includes countless benefits:

  • Increase employee productivity 
  • Promote a culture of workplace safety
  • Standardize how data is collected
  • Enable staff with insights and analytics
  • Ensure data is never lost
  • Increase employee retention 
  • Ensure client satisfaction

Plus, custom software allows you to create safety and training reports customized to your unique needs. 

Sure, the technology captures the data you need for better efficiency. But in the construction industry, you can’t deny that automation and digital tools improve worksite safety and compliance record keeping.

For example, what would happen if your company were to experience an injury, illness, or accident? Not only would you have to deal with a potentially catastrophic event, you also have to report it ASAP. With OSHA rules, every minute counts! OSHA has incredibly strict deadlines about when to report (i.e., within 8 hours). A better data collection tool can automate and streamline record-keeping.

In addition to reporting accidents themselves, the importance of tracking near misses can’t be overstated. Documented properly, near-misses can help to identify hazards or weaknesses in risk management programs, reduce workplace accidents overall, and increase company safety culture. Near misses are “symptoms” of undiscovered safety concerns – and a valuable source of information. Put another way, given a slight shift in time or position, there was potential for more serious consequences. For example, events where a safety barrier was challenged, such as a worker bypassing a machine guard and/or events where potential environmental damage could have resulted.

Construction Site Safety: Get Proactive, Not Reactive 

As part of your digital transformation, have a plan for improving compliance with laws and regulations; reducing costs (including potential reductions in workers’ compensation premiums); engaging workers; and enhancing overall business operations.

GoCanvas’s custom form software allows you to create safety and training reports customized to your unique needs. It even lets teams access and work without an internet connection – ensuring that everyone is able to log in anywhere, anytime, to document important near-miss data as well as site injuries or accidents.

Not sure where to start on your tech journey?

In the next chapter, we’ll outline how the road to efficiency starts with good record-keeping, simple-to-use software, and real-time business insights that will power your company’s growth.

Chapter 4: How to Get Started on the Digital Transformation Journey

To maximize available resources, many are turning to automation and “no-code” digital tools

According to MIT Sloan Management Review, companies supporting their business teams with “no-code” software development platforms have been installing simpler apps faster, enabling them to keep up with changes occurring at a previously unthinkable pace.

The MIT Sloan article notes that:

“Empowering teams to be their own developers by designing and implementing applications themselves allows companies to make technological progress without hiring more technology staffers. No-code platforms provide visual, user-friendly capabilities that allow non-developers to design, develop, and deploy enterprise-class applications. Simultaneously, they free up professional software developers to tackle more difficult problems, like modernizing core platforms.”

Cloud-based software like GoCanvas offers these exact no-code/low-code solutions to streamline how your teams:

  • Create custom digital forms 
  • Collect data from construction sites (via any mobile device) 
  • Disseminate information quickly among teams

4 Pillars to a Successful Digital Transformation

A key decision maker

Follow the leader. Who owns your digital transformation project? As we discussed in Chapter One, quality leadership plays a big role, so every digital transformation project needs an owner.

An organized, accessible backend

Look for flexibility. How are you setting up your databases and tools? Check that the software features a high level of customization to fit your unique business requirements so you can truly unlock critical operational & customer insights.

An easy-to-use front end for inputs

Look for easy-to-use software. As mentioned above, you want something “no code” or “low code” so that even non-technical users can create and distribute things you might use, like work orders, inspections, time sheets, daily field reports, and safety reports.

Company-wide buy-in

Show the tangible benefits. Some employees will be hesitant! Communicate with them frequently about how this operational change will positively impact their jobs. Provide onboarding and training. Some SaaS providers, like GoCanvas, have dedicated customer support teams to help your team to onboard, configure, and sync the platform with existing systems.

Chapter 5: Looking Ahead: Putting Technology at the Center of Your Outlook

Here’s the million-dollar question: What’s your competition doing right now to maximize growth and unlock productivity?

Amid these unprecedented times, those who flourish will find new ways to modernize operations, despite the construction industry’s ongoing shortages and delays. Sometimes digital change comes down to capturing the right business insights and making them actionable. Understanding these construction trends – modernizing operations, improving efficiency, and saving time – is important for any construction firm.

But focusing only on digital – and not transformation – could set you up for failure. That’s why today’s construction industry leaders must innovate and execute the options that technology enables.

Software Integration Examples to Kickstart Your Digital Transformation

Did you know that you can combine data from GoCanvas with tools you already use? In fact, today’s leading construction companies choose GoCanvas because better data goes hand-in-hand with a successful digital transformation.

Here are just some of the many possible integrations:

You can use GoCanvas to automate invoices in QuickBooks (and save your accountant the hassle of manually entering invoices). Or use real price data from QuickBooks for parts and materials inside your GoCanvas forms to create the proper totals on your customer charge documents.

You can extract images from your GoCanvas form submissions and store them in Google Drive. For example, every time a customer-facing form is sent from GoCanvas, you can also automatically generate and store an internal-only version of the same form to Google Drive for compliance documentation.

You can manage your customer communication, support system, and follow through efficiently by connecting your GoCanvas forms to Zendesk. For example, you can create Zendesk Support tickets with necessary information every time a GoCanvas form submission is completed. Even better, you can even send Zendesk tickets to mobile users in the field using GoCanvas Dispatch.

You can also combine two completely customizable solutions — GoCanvas and Salesforce. The possibilities are endless here, as this integration can save you thousands of hours of lost time across your organization: 

  • Dispatch necessary details automatically once an opportunity is closed, so other teams can do their part to help your customers. 
  • Allow your mobile users to have the latest Salesforce contacts appear in their GoCanvas forms on their devices. 
  • Automatically attach GoCanvas form submission documents to your customer accounts in Salesforce to eliminate data entry errors or forgotten documents

Last, but certainly not least, you can send dispatches automatically from Netsuite into your GoCanvas account and assign them to a person’s mobile device. Prepopulate a list of customers, addresses, or jobs inside your GoCanvas form with list data from Netsuite – no manual data transfer required.

Checklist to Maximize Growth

The future belongs to construction companies that put technology at the center of their outlook, capabilities, and leadership mandate. Ready to transition your outdated processes?

Try this quick list to see how easy it is to get going:

  • Start with a pilot program. It might sound counterintuitive, but to create a competitive advantage in the market, start small. Focus on one single area for improvement with a pilot program.
  • Focus on adoption. Include different stakeholders during the pilot program to gain their feedback early on.
  • Create a seamless flow of data. Implementing easy-to-use software means you can accelerate your digital transformation
  • Look to scale. Once a business case is clearly established and the value proposition is clear to staff, you can begin to roll out these programs on a larger scale.

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.

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…

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

Constructions Digital Transformation

Your competition is finding faster ways to capture data and get critical insights from the field into their existing systems. In short, they’re not going bigger, they’re getting smarter. In this 15-minute broadcast on the construction industry’s digital transformation, find out why the trend is to modernize workflows – and how you can stay ahead of the curve…

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.

eBook Content: State of Construction 2021: 7 Reasons to Prioritize Digital Investments

State of Construction 2021: 7 Reasons to Prioritize Digital Investments

Part 1: Innovate with Technology

Savvy construction firms recognize the need to invest in technology to modernize their business processes. Research from McKinsey suggests that these digital investments “can result in productivity gains of 14 to 15 percent and cost reductions of 4 to 6 percent.”

Despite the compelling business case for innovation, many firms are still hesitant to change.

One possible explanation is that construction firms have a high level of business complexity, making it seemingly difficult to implement operational changes across a distributed workforce. Not every firm has a large budget or dedicated technical resources to take on this type of enterprise-scale initiative. 

An alternative approach is emerging though for contractors that want to innovate and prefer to focus on quick wins that align directly with specific business challenges. Easy-to-adopt software as a service (SaaS) products are helping companies to digitize their operations and create a competitive advantage. 

In the current market, companies will need to innovate to maximize their profitability. Continue reading for an analysis on the state of construction and an overview of the business impact of moving away from paper-based processes.

McKinsey suggests that these digital investments “can result in productivity gains of 14 to 15 percent and cost reductions of 4 to 6 percent.”

Part 2: Improving Work Zone Safety

The ongoing pandemic is affecting the economy and creating uncertainty for construction firms. There’s no shortage of new challenges arising — from rising material costs, decreased demand in certain sectors, and increased competition in the market to name a few.

It’s clear that there’s a great deal at stake and organizations will need to limit unnecessary setbacks going forward. Even without a pandemic, there are several consistent challenges present in the construction industry that affect profitability.

Here are four key findings from industry research that summarize these challenges:

Challenges related to productivity The ecosystem represents 13 percent of global GDP, but construction has seen a meager productivity growth of 1 percent annually for the past two decades. (McKinsey) 

Challenges related to safety While the industry makes up 5% of the workforce, 20% of worker deaths each year occur in construction. (OSHA)

Challenges finding and retaining employees 81% of construction firms report that they are having a hard time filling some or all positions.

Challenges related to quality and rework 9% of the total project cost is closer to the actual total cost of rework—considering both direct and indirect factors combined.

Companies should look to leverage technologies that address these specific pain points, balancing the need to increase productivity, keep workers safe, and deliver quality projects on time to clients. By aligning technology investments with these business objectives, firms can make incremental improvements that help them stay competitive and profitable.

Construction executives continue to have a positive outlook despite these challenges. According to research from Deloitte, “68% of executives characterized the business outlook for the industry as somewhat or very positive” from a survey conducted in 2021.

PART 3: The need for digitization

Contractors have historically relied on paper forms for collecting and storing project data across a distributed workforce. Firms are starting to move away from paper and are instead digitizing as much of their core business processes as possible. Bringing the information online helps organizations in several ways:

  • Reduction of manual work 
  • Elimination of human error 
  • Decreased risk 
  • Greater business insights

Using mobile apps and software, contractors are now able to streamline their workflows and improve the quality of their data. These applications are simple by design but when implemented they can have a powerful impact on transforming how a business operates.

Research from GoCanvas shows that companies who moved away from paper-based processes to digital mobile apps reported:

  • Increased their productivity by 20% 
  • Reduced their risk and liability by 18%
  • Saved 50+ hours per week manually creating critical reports for analytics

Part 4: 7 Reasons to Go Digital and Eliminate Paper

#1. Increase employee productivity

Paperwork is a leading cause of frustration for employees and this turns into lower productivity levels. Mobile apps for contractors aim to digitize all aspects of paperwork on the job, resulting in streamlined workflows and a reduction in manual tasks.

The most common paper-based processes in construction include inspections, incident reports, work orders, and change orders, estimates and logs, reports, and other types of field data collection on job sites.

Anywhere paper is used to collect and share information can be an opportunity to digitize information using an online form instead. Mobile apps simplify the process for staff, bring information online for reporting, and enable automation for completing other tasks and workflows.

Considering the direct costs associated with paper usage and the indirect costs that stem from lost productivity, there is a clear advantage for firms that can digitize.

#2. Standardize how data is collected

Data collection is a challenge for construction companies with distributed teams. Without clear processes and standardization, the result is siloed data that is not consistent and hard to analyze.

With paper forms, there is no reliable way to enforce how data is collected. Apps and software for contractors are designed to simplify field data collection, giving employees a better way to submit data.

Advanced features can require standard inputs so the information for reporting is consistent and complete. This creates an environment where data is an asset and can be used to inform business decisions.

#3. Enable staff with insights and analytics

Contractors can use data to their advantage if they implement data collection best practices. On an operational level, staff can see trends in real-time to understand any potential issues, delays, incidents, or problems that are happening on job sites. At the same time, construction executives are empowered with a complete view of their business and they can make any appropriate adjustments. 

Mobile apps and software enable that collection and empower the analytics and insights needed for greater business intelligence. For construction companies, this means finding opportunities to improve quality and avoid rework, spot lags in productivity, manage safety programs, and much more.

#4. Promote a culture of workplace safety

Safety programs managed on paper are difficult to track. Digitizing these programs allows organizations to have more visibility into safety programs and ensures compliance. Going digital makes it easier for employees to complete training or toolbox talks, and a record of their completion is clearly documented. 

Apps for contractors act as a comprehensive safety management solution. With robust reporting that’s visible in real-time, organizations can address potential hazards and limit OSHA violations and fines.

#5 Ensure data is never lost

There is a greater level of risk when information is stored on paper in filing cabinets. Sheets are hard to find and they can be lost, damaged, or stolen. Digitizing this information will ensure that firms are complying with best practices for record-keeping.

Digital information is securely stored in the cloud and can always be accessed. This helps contractors in case of an audit, insurance claims, legal disputes, and similar instances where sensitive information needs to be accessible.

#6 Increase employee  retention

With a labor shortage and difficulty finding skilled workers, firms need to do everything in their power to retain current employees.

An investment in digital apps and software shows workers that brands are committed to investment in worker productivity and safety, with modern business processes that make their jobs more efficient.

All of this leads to a better employee experience and a positive impact on a firm’s brand and reputation. Firms can’t control the labor market, but investing in tools to improve the job is one opportunity to improve employee satisfaction.

#7 Ensure client satisfaction

An investment in digital technology will bring improvements to productivity, minimizing delays and cost overruns. Streamlined operations ensure smooth processes, a high level of quality in work, and on-time delivery.

In an increasingly competitive environment for work, firms need to do everything in their power to create an advantage. Having modern business processes in place is one opportunity to ensure that projects run efficiently.

Part 5: Key Considerations When Implementing Technology

With the right technology in place, contractors can expect to see a significant return on their investment. But navigating the software and apps marketplace can be difficult with hundreds of solutions available to buyers today.

When starting out, firms should consider starting small by piloting a program that is centered around a single area for improvement. They should focus on making incremental changes and solutions with a fast time to value.

Complex software purchases may be overly complicated for some business types. It may be ideal to find solutions that don’t require a large investment upfront or dedicated technical expertise. No-code or low-code solutions are available that enable non-technical business users to digitize their operations, while also offering a high level of customization to fit unique business requirements.

The final consideration when purchasing technology is to focus on adoption. Different stakeholders in the organization should be included during the pilot program to gain their feedback early on. Once a business case is clearly established and the value proposition is clear to staff, companies can begin to roll out these programs on a larger scale. Some employees will be hesitant to adopt, but communicating how this initiative will impact their job can put into perspective the tangible benefits.

By starting small, focusing on simplicity, and working to gain buy-in from staff, organizations can quickly move from paper-based operations to digital. This approach is easier than an enterprise-level implementation and will prioritize the quick wins that bring immediate benefits to an organization and create a competitive advantage in the market.

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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eBook Content: Become an HVAC Industry Leader: 5 Steps to Heat Up Your Business

Become an HVAC Industry Leader: 5 Steps to Heat Up Your Business

Introduction:

When it comes to businesses enjoying a surge in demand, heating, ventilation, and air conditioning (HVAC) is definitely, pun intended, a hot industry. Consider, for instance, that the HVAC industry held steady, even as the construction sector took a heavy hit from the economic recession. During the recession, from 2009 to 2014, revenues in HVAC grew at an average rate of 2.4 percent a year, while revenues for housing construction fell to record lows, according to an article by ACHR News, which summarizes findings from IBIS World.

As the housing market bounced back, that demand continued to grow. From 2014 to 2019, the HVAC industry grew by 2.9 percent. “As more homes and commercial structures are built, and require HVAC system installations in turn, demand for industry installers and technicians will increase strongly,” ACHR reports.

But this news comes with some pressure. To grow your business, you have to keep up with constantly changing technologies. You need to find, train, and retain capable installers and technicians, and stay up to date on the latest building and environmental regulations — all while delivering efficient, high-performance solutions that your customers have come to expect. This eBook offers five steps to help your company get ahead in the HVAC industry.

Designed with owners and operators of small to mid-size HVAC businesses in mind, the steps are practical and budget-friendly — and ultimately can help you grow your bottom line.

Step one: Stay on Top of Trends in Energy Efficiency

Going green is more than a catchphrase these days. The boom in alternative energy sources, roofs boasting solar panels or gardens, and the push for Leadership in Energy and Environmental Design (LEED) certification make understanding energy efficiency and environmental impact a requirement for an HVAC business. This affects everything from building materials and power sources to refrigerant types and heat sources.

For newly constructed buildings, LEED certification is an increasingly sought-after designation. LEED-certified buildings are designed and built in ways that save natural resources, use clean renewable energy, and create a healthier environment for the occupants.

When the time comes to select and install an HVAC system in a LEED building, clients look for natural refrigerants, programmable thermostats and humidistats, and similar innovations. Other tools that are helping HVAC go green include:

  • On-command hot water re-circulators 
  • Thermally driven air conditioning 
  • Ice-powered air conditioners 
  • Dual fuel and geothermal heat pumps 
  • Energy analysis software

Did you know?

HVAC systems can do a lot to curb energy use. But, did you know that something as simple as painting a shingle roof white can reduce summer roof surface temperature by as much as 80 degrees? This step alone can cut cooling bills by 10 percent or more.

Resources and tools

If you find yourself involved in a LEED project, the U.S. Small Business Administration (SBA) can help project managers, techs, and clients understand what’s involved in green building (and heating and cooling) projects. The SBA’s website offers several resources, including guides and resources from the U.S. Department of Energy and the Environmental Protection Agency 

EnergyStar also provides energy efficiency resources for small businesses, commercial buildings, and plants, including:

Beyond government resources, there are technological tools helping companies stay on top of energy trends. Mobile apps, for instance, can make it easier to track how well an HVAC system meets energy efficiency standards or stay on top of routine tasks like maintenance. Some come in the form of detailed checklists, much like paper checklists but accessible from your smartphone or tablet and created for specific projects.

Step two: Keep Up With Evolving Compliance Regulations

Sure, you have plenty to do managing your business, from haggling with suppliers to keeping customers happy. Yet, you also have to keep up with OSHA requirements. These ever-evolving requirements can be challenging to track, so making a habit out of checking up on the latest OSHA HVAC news is a must.

From proper handling of ammonia-based refrigerants to preventing Legionnaires’ disease, HVACrelated regulations can go beyond the safety and installation standards expected in a construction or renovation project.

In addition to meeting OSHA’s general safety and health provisions, (e.g., personal protective equipment, fire prevention, scaffolding specifications), remember that HVAC professionals are required to adhere to indoor air quality standards adopted by your state. As the EPA explains, these can include:

  • Ventilation 
  • Air distribution and filtration 
  • Moisture and humidity control

Even if you think you’re being diligent, don’t assume a regulation that has been in place for decades won’t ever change. A growing body of research on indoor air quality, energy efficiency, and environmental impact has increased the understanding of both energy use and building occupant health — and has led to new priorities and regulations that you can’t ignore.

For example, in March 2015 the EPA announced the release of new and approved refrigerants to replace ozone-depleting substances with climate-friendly alternatives. The EPA maintains a list of approved and phased-out refrigerants as part of its Significant New Alternatives Policy (SNAP) Program and encourages anyone in the HVAC industry to review it regularly to stay on top of the changes. Already, between 2015 and 2019, the EPA released several updates that specify safer substitutes, newly prohibited alternatives, and revised use conditions for certain refrigerants.

Likewise, in 2017 the U.S. Department of Energy (DOE) released a final rule to establish new energy conservation standards for central air conditioners and heat pumps. These changes relate to split-system, single-package, and space-constrained air conditioners and heat pumps. If your company installs these systems, make sure you understand the new regulations and train your team to follow the installation guidelines.

Overlooking updated regulations can cost you in delays, project restarts, penalty fees, and even the loss of business due to an irate customer. In many ways, you can’t afford to make compliance and keeping up with regulations an afterthought.

Step three: Streamline Operations and Make Your Business Efficient

Whether you manage a modest family business or have dozens of techs and installers on staff, your responsibilities involve everything from standard HVAC services to billing and business development. You have to maintain distributor and supplier relationships, maintain company equipment and vehicles, and ensure your staff is up to date on professional training and certifications. You also have to stay on top of licensing and issues relating to your insurance policies.

With so many responsibilities on your plate, operational efficiency is critical — and requires a lot more than returning phone calls or keeping track of who’s out to lunch.

Today advances in technology can help HVAC business operators take command of and coordinate diverse demands like marketing, job dispatching, OSHA compliance, and customer billing. Technology is the ingredient that sets the exceptional HVAC company apart from the merely capable.

How, exactly, does technology help? According to McKinsey & Company, “Process digitization means moving away from paper and toward online, real-time sharing of information to ensure transparency and collaboration, timely progress and risk assessment, quality control, and, eventually, better and more reliable outcomes.” More companies are equipping personnel with smartphones and tablets, using specialized mobile apps allowing employees to access client files, coordinate service calls, share data, and plan and implement marketing campaigns based on acquired business intelligence.

For HVAC companies, these tools can especially improve things like work order management and job dispatching efficiency. Improving these areas translates directly to customer satisfaction, and ultimately customer retention.

Step four: Exceed Customer Expectations

You’ve heard the cliché: the best customer is a repeat customer. You keep a customer coming back by providing a positive, value-added experience. Your sales team, techs, and installers give the first impression of your business. They meet with customers face-to-face, earning the trust it takes to close a deal, and interacting with them, sometimes on a daily basis, for installations, maintenance calls, or emergency service.

Your field staff needs to know the importance of a positive first impression. Showing up on time for scheduled appointments is a given. But even the most technically competent professionals can overlook something as basic as clean uniforms and vehicles, and crisp personal presentations.

Insist that everyone on your team has a professional appearance that matches their professional ability. Combine presentation with an ability to communicate in a clear, friendly manner to customers, and you’re bound to see customer experience ratings soar.

Go the extra mile

The key to consistent customer satisfaction is a team that shares your dedication to customer service. It’s as good for long-term business as it is for building your reputation. If a tech takes some extra time, for example, to really explain how a repair was made, he or she has the opportunity to follow up with a quick pitch about why routine maintenance would have probably saved a lot of trouble and expense. Selling a service package just makes sense right then and there — and may bring in extra billings when delivered by a courteous professional.

Put another way, a staff trained to go the extra mile is an unbeatable way to build revenue. Recent research even suggests that strong customer satisfaction is responsible for increasing revenue in many industries by as much as $1 billion. Realize your company’s true potential by making improved customer service a priority.

Beyond a verbal commitment

To reap benefits, you have to do more than just say you’re committed to customer satisfaction. You have to find out what your customers actually think of your work and team. How can you get this information? Sure, you can call customers and ask, but people are busy — and don’t usually want interruptions during the day.

A more thorough and professional approach is to conduct a customer satisfaction survey. While many HVAC companies send surveys one or two weeks after the service, the best time to get feedback from customers is when the job is fresh on their minds — right after your techs wrap up.

Equipping your techs with mobile devices and apps can make that possible, and allow you, the owner or operator, to receive feedback in real-time. For instance, this mobile customer satisfaction survey is tailor-made for the HVAC industry. It can give you valuable, timely insight on how well your team performed its job. If the service was sub-par, you want to know that sooner rather than later. With mobile surveys like this, you can see the responses before your techs even pull out of the driveway or parking lot.

Step five: Modernize Your Business

Heating and air conditioning companies have been around, well, since heating and air conditioning units. While innovations in heating and cooling have transformed the climate control and comfort industry by light-years, too many of today’s businesses operate using yesterday’s business management practices.

If you’re one of them, how can you catch up?

One of the simplest, most practical steps is to start using mobile communication and interaction. Most of your staff probably already own mobile devices like smartphones or tablets, so training will be minimal. And your team will be able to achieve what wasn’t possible before. As the company ARISTA put it in a blog post about HVAC, there are several areas where mobile technology just makes it easier to get the job done right. These include: 

  1. Faster access to customer service history
  2. Ability to check and cross-check parts inventory
  3. Improved work-order accuracy 
  4. Secure mobile payment processing 
  5. Reliable monitoring of techs in the field

How can you get started? 

The transition is not as difficult or expensive as you might expect. Plenty of mobile apps are on the market to help small to mid-size business owners, but a better place to start is with mobile apps developed especially for the HVAC industry. These apps can help you streamline industry-specific tasks like load calculation, system configuration, system check-and-charge, parts lookup and ordering, and more. They also let techs take payment on the spot.

By giving your team the ability to perform these tasks at their fingertips (instead of back at the office), you’re improving you team’s accuracy, speeding up orders, and slashing turnaround time — all of which translates to the ability to serve more customers with more consistency and satisfaction.

Unlike some technologies, which are costly and cumbersome to learn and implement, mobile apps are easy and affordable to put in place. At GoCanvas, for instance, we can turn your existing paper forms into mobile apps — or you can do it yourself in a few short steps.

You don’t have to do it all at once. Just select the work orders, reports, or checklists you use most often. Then see how going paperless saves time and trouble, and puts you well on your way to a modern workplace.

Stand Out as an HVAC Leader

The five steps outlined here might sound straightforward and sensible. After all, prioritizing customer satisfaction has always been a business objective. And happy customers are the result of competent professionals who deliver standout service.

Though exceptional customer service is essential, reaching the next level in HVAC requires more. It takes:

  • A commitment to compliance, and being among the first to know when regulations shift 
  • Streamlining your operations and improving efficiency 
  • Empowering your workforce with mobile communication, data access, and billing 
  • Keeping up with the latest HVAC trends and innovations

As the owner or operator of an HVAC company, the time to move your business to the head of the pack is now. The HVAC industry has remained strong and steady, even during the economic downturn. As the economy rebounds, an industry seemingly immune to recession is bracing itself for an even more demanding workload.

There is the potential for plenty of work for today’s HVAC contractors, and lasting success for those who can stand apart with exceptional, modern service and performance. With the right combination of tools, technology, and training, your company can secure just that.

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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