Time card apps are growing in popularity to replace the traditional form of punching in and punching out. A digital time card allows employees to record their hours worked by using a mobile app on a phone, tablet, or computer.

Time card apps are helpful for a company’s payroll systems. By recording hours worked through the mobile app, it can sync to your accounting software to initiate payment for your employees. This process runs much more efficiently than paper time cards. Instead of logging hours on a paper form, spreadsheet, or Google Sheet, you can use simple time card apps to collect hours worked and have it synced in real-time for faster payments and less work for your operations staff. 

6 Things to Look for in a Time Card App

As a leading provider of mobile forms and apps, GoCanvas has helped thousands of companies to digitize their processes and work more efficiently using time card apps and more. If you’re thinking about going with digital time card apps, this article covers some of the top things to look for when selecting a platform for mobile apps and forms.

#1. Simplicity

Time cards should be simple for employees to fill out. The time card template should be easy to complete and time cards can be edited or modified, if needed. Some time card systems will allow you to pre-fill information based on data that is already known. For example, if you are a contractor and billing to a certain client, you may have a unique client ID that is referenced when completing the time card app with data from your CRM or other database. This saves time during the time card process and the goal is to make the process fast for your employees in the field or on a job site. 

#2. Mobility 

It goes without saying that your time card apps need to be accessible via mobile device and tablets, even when your employees do not have access to the internet. Time card apps can be completed offline and then synced back to the cloud when WiFi is available again. Mobile time card apps make it simple for anyone to complete their timesheet, and your business does not have to provide the hardware in most cases. Most employees can use their own mobile devices to complete simple time cards, making it easy for them to complete and easy for your business to process. 

Another native feature with a mobile device is GPS tracking. Time card apps can be enabled with the GPS tracking feature to confirm that work has taken place at a specific location. This can help ensure that your team is clocking in and out from the job location and you can have an accurate record of where work has been performed. This can be a hidden feature collected automatically from the mobile device or it can be part of the form submission fields in the digital timecard.

#3. Customization

Customization is another important aspect of time card apps. For example, your business may need to bring in specific fields in addition to the standard fields on a timesheet. It’s important that your time card app is highly customizable to account for these unique business needs that you will have. You may have different categories of workers that require different timesheet templates, or you may require timesheets to be filled out on different cadences (daily, weekly) depending on the type of project. Having a high level of customization gives you the flexibility to design your time sheet app templates to your exact requirements.

#4. Workflow

Beyond making it easy for employees to fill out their timesheets, apps also help your managers and operations staff with better workflows. Time cards can be automatically assigned to employees, saving your staff from having to manually remind employees to fill out their time cards or track down information. 

Time card apps can also be assigned to multiple people, so if you have a project with multiple contributors, you can have the timesheet roll up with hours worked from the entire team. Once the timesheets are completed, easily collect digital signatures within the app to get managers’ approval. Going digital removes much of the back and forth that is required when dealing with paper forms or spreadsheets. Simplifying workflows can reduce wasted efforts and free up your staff to focus on other work.

#5. Automatic Calculations

If you are dealing with paper sheets, Google sheets, or spreadsheets, there’s always the possibility of an unforeseen calculation error. It’s common for these types of mistakes to occur, but they can create additional rework to spot and resolve the calculation error.

Mobile time card apps have built-in calculations, to help your business eliminate manual errors that can occur during paper time card processes. This improves data accuracy and brings efficiency to your business by eliminating the time-consuming process of manually tallying the hours worked by each employee. 

#6. Integrations and Analytics

Another important consideration when selecting a time card app is your business needs for its data processes. You will want to decide if an integration between your time card apps and your payroll system like Quickbooks or Sage is necessary for your business. Most time card apps can integrate directly with these systems and other databases, to streamline your processes and sync data between systems in real-time. Instead of manual data re-entry, you can have your information flow from your time card directly into your accounting system for a seamless billing process. This level of automation can help your business operate more efficiently, saving you time and money. 

On the topic of data, another important feature for your business is analytics. Having the ability to run analytics reports on your time sheet data and form submissions will allow you greater visibility into projects and work that is being done. This can help to spot potential issues or inefficiencies across the business, giving you the opportunity to become more data-driven with decisions. 

Checklists are essential for keeping your team or yourself organized. They are most often used for task management, project management, or workflow optimization.

If jobs at your workplace rely on checklists for the completion of tasks, investing in checklist apps can be a game-changer for increasing your productivity. At a very high level, this means that your staff is leveraging mobile devices (iOS/Apple or Android devices) that have customizable checklists for specific business purposes.

Most apps allow you to start from checklist templates and customize them to fit your needs. You can input due dates, create subtasks, collaborate with co-workers, automate tasks, and take advantage of the other types of advanced features that are included. In a business scenario, there are many benefits to using a mobile application rather than relying on a simple piece of paper.

Continue reading this article for an introduction to checklist best practices, key benefits of using an app for checklists, industry examples, and some free templates to get you started. 

What are the best practices in making a checklist?

To create a well-crafted checklist app, it all starts with making a good checklist. Any time you are collecting data, it’s important to give careful thought to how things are organized and to give specific direction on what’s required. Here are some of the best practices to consider when creating an effective checklist:

Identify your intent  

Clearly defining your intent is helpful for framing the checklist to reflect your specific needs. For example, the checklist may be used as a to-do list, an inspection checklist, a step-by-step guide, a task manager, or a tool to provide you with reminders.

Start with broad categories

It’s helpful to use broad categories when putting together your checklist or task list since there can be a variety of items that need to be included. Within each of those broad categories, checklist items can focus on basic tasks, subtasks, and other items that advance the checklist’s purpose.

Don’t be afraid to get granular

While broad items are an excellent way to start, getting granular in a checklist ensures that people address the specific items or steps when they go to complete the checklist. This level of granularity will help to avoid missing items and making mistakes.

Keep it simple

You should always keep checklists as simple as possible to ensure that your checklists are easy to use for anyone that needs to fill them out. Some use cases will require technical knowledge, but it’s important to remember that the purpose of a checklist is to make it easy for staff to complete. 

Consider extra space for note-taking

Sometimes it makes sense to have extra space on a checklist to add optional notes. This is helpful when people need to provide additional context to a checklist item. For example, people may need to explain why they couldn’t complete an item on the list, they may need to flag something for follow-up, or they may need to flag that a new task item needs to be added in the future. 

Create separate checklists when appropriate 

It’s sometimes tempting to include related lists together. But you should consider keeping separate lists for different purposes, so teams are always using the correct checklist for the right scenario.

What are the benefits of a checklist app?

Now that you have a framework for creating an effective and user-friendly checklist, it’s helpful to understand why a checklist app may be a better option for your business, rather than a regular paper checklist.

Checklist apps and platforms have various functionalities that improve the way teams work. Here are some of the top benefits of using checklist apps for business: 

Availability across multiple devices

With the rise in popularity of mobile devices, everyone is familiar with how to use apps on their phone, and this makes them incredibly convenient for people to access from anywhere.

Checklist apps today are available as mobile apps on both iOS and Android operating systems and through desktop software or web-based platforms. All of the data is securely stored in the cloud, giving teams the ability to work from any device that’s preferred.

Easy to customize

Non-technical staff can easily build and customize their checklist apps, leveraging a familiar drag and drop functionality that doesn’t require help from IT or programmers. You can quickly build checklists and use the drag and drop feature to reorganize the layout based on your preferences. For businesses that want to embrace digital technologies but have limited technical resources, mobile apps are accessible and seriously easy to build for organizations and teams of all sizes.

Advanced features available

Another benefit to apps is that they allow you to incorporate many exciting and advanced features to boost your productivity. This includes things like adding different types of fields into checklists such as calendars, time stamps, required text fields, signature capture, image capture, and much more.

More advanced checklist apps and systems also allow for automating workflows. For example, if a checklist notes a malfunction or problem during that inspection, an organization can send an automated dispatch request to the proper team member. You can see how checklist apps are great for businesses that need to work more efficiently and really streamline their processes.

Access to templates

Not everyone wants to build a checklist from scratch. That’s why checklist apps come with pre-built templates that are put together for specific use cases and they are designed to be customized to fit your unique needs. Some providers of checklist apps will also work with you during onboarding to build the app to your needs, giving you the exact templates your business needs to get started.

Integrations to improve workflows

Another benefit is the ability to leverage integrations to other applications you already use today. This is done by using a pre-built integration, a custom integration using an API, or a connection to a platform like Zapier that allows you to connect with thousands of other cloud apps. This can truly change the way your business operates and checklist items can trigger various automated actions to occur in other platforms.

Many checklist platforms also integrate with commonly used work productivity tools such as Google Workspaces (e.g., Google Keep, Google Tasks, Google Sheets, Google Calendar, and Gmail), Microsoft Exchange, Trello, Slack, Asana, and more.

Collaboration with co-workers

Many businesses need to use checklists that are filled out collaboratively by different team members. Apps allow co-workers to collaborate and share their checklist app submissions in real-time so everyone can be on the same page. This type of syncing capability helps workers and businesses be more productive and spend less time on manual processes.

What industries use checklist apps?

Checklist apps are used by many companies across a number of different industries. Here are some of the top use cases by industry:

• Construction, Repair, and Improvement companies use checklist apps as components of building inspections, safety inspections, punch lists, maintenance checks, site inspections, compliance checks, and more. 
• Transportation & Warehousing companies use checklist apps to improve the safety of drivers and vehicles on the road, with apps like the pre-trip driver checklist.  Inspection checklist apps are also used to ensure the longevity of machinery and equipment. 
• Field Service Providers use checklist apps for contractors and employees that are performing work in the field and they need to ensure consistency with services being provided. These companies also have field service projects that use checklists to perform routine safety checks on jobsites.
• Manufacturing industry operators use checklist apps to significantly improve workflows, efficiency, and manufacturing outputs. They’re also used to help improve worker safety and the safety of end-users of products. For example, food manufacturers use checklist apps that are geared towards food safety.

GoCanvas checklist apps

Creating a checklist on paper forms often leads to incomplete, inaccurate, or inconsistent data that’s hard for businesses to manage. A better way to manage checklists for your business is to use a mobile app that guides your staff on how to fill in all of the required information correctly. 

GoCanvas is an easy-to-use and powerful platform that enables businesses to create new checklist apps from scratch or take existing checklist templates in the GoCanvas store and tailor them to meet specific use cases. GoCanvas apps can integrate easily with a wide range of third-party providers and tools to increase your workflow efficiency and create opportunities to automate your business processes. The world of technology is easier than its ever been for businesses of all types to leverage these types of cloud applications to work smarter and be more productive at work.