Enabling Connectivity in Agriculture With Digital Forms

Enabling Connectivity in Agriculture With Digital Forms

| |

Farmers have been using data for centuries, gathered by walking the fields. Sometimes, the information was shared over an early-morning cup of coffee. It’s not that the agricultural industry didn’t see the value of data — the problem for many was the return on investment. Few farmers could afford the upfront costs of high-tech equipment and remote monitoring solutions. They needed a cost-effective way to connect the field with the business. According to the U.S. Department of Agriculture, family farms reported a gross cash farm income of less than $350,000, while the large-scale farms averaged over $1 million. Smallholder farmers make up 89% of all US farms, with an average size of 445 acres. Only 3% of U.S. farms are classified as large-scale enterprises. Worldwide, the average farm is less than two hectares or the size of three soccer fields. So, how can farmers cost-effectively use digital agriculture technology, data analytics, and algorithms to collect and analyze data to improve their bottom line?

Whether you’re managing a large-scale enterprise or a small farm, walking the fields daily or even weekly, basis may not be feasible. The farm size may make it time-prohibitive and the field locations may require travel to and from different sites. Then, there’s the need to talk to the bank, pick up a part, or pay bills. Whatever the reason, you haven’t the time.

What if you could operate more efficiently and collect critical data for better decision-making initiatives at the same time?

GoCanvas can help farmers automate workflows and business models. Suppose you have 500 acres divided among three separate locations. As it gets closer to harvesting the crops, you need accurate information on which field will be ready first. You have equipment that needs to move from location to location, and disruptions can mean a loss in profit. Automating workflows using customized forms and digital tools can decrease downtime. 

With GoCanvas, you can have employees in each location complete a form on their smartphones and relay the precision agriculture data to a central location for analysis. As people are checking irrigation systems or determining storm damage, they can supply specific information about crop conditions. Analyzing the data and looking at weather conditions can help determine when to begin harvesting for maximum yield. Using the same application, you can let maintenance know to check the equipment a week out and make any repairs, so there’s no delay when harvesting begins. As the first field nears completion, you can notify the second field’s personnel of their scheduled start date based on data supplied with a progress app. Communicating in real-time makes it possible to improve productivity through reduced downtime.

Today’s farmers have access to a wealth of information: FAOSTAT has global agricultural data, and the U.S. Department of Agriculture has its databases.  Local or regional databases may be available depending on location. With a computer and an internet connection, farms of all sizes can check climate conditions, economic shifts, and market disruptions. What farmers can’t get are the details on what is happening on their farms. That’s where GoCanvas can help.

Suppose you own a vineyard and want to harvest grapes at their optimum harvest. To ensure grape quality, you need to test the grapes to determine the sugar content and pH levels. By recording the data after each test, you can determine the perfect harvest window.

Recording the data on a GoCanvas digital form means the information can be uploaded to a central location and monitored. When the test results reach the vintner’s acceptable level, the grapes can be harvested. Reporting the test results ensures the quality of the grape at harvest. For vineyards selling to multiple wineries maximizing quality is crucial to retaining customers.

Farmers are well aware of the value chain of data. They understand the importance of collective knowledge but collecting it remains an obstacle. There is no easy way to acquire the information without increasing the burden on agricultural production and personnel or spending financial resources that strain a budget. The industry needs a way to enable connectivity across the agricultural enterprise. 

With GoCanvas, organizations can improve workflows and increase productivity while acquiring data for better decision-making. Checklists can ensure that actions are completed on time. They can also serve as data points for determining how frequently equipment has been repaired or crops tested. By having the forms available on a smartphone, employees can provide data while in the field or transit. The data collection is integrated into their workflow instead of an extra step in an already full day.

Having end-to-end connectivity across an agricultural enterprise allows farmers to make informed decisions. The same connections can increase productivity, reduce friction, and improve operations. With digital forms in place, mobile workforces can add data to the pipeline with minimal disruption to their workday. 

A 2020 report by McKinsey painted a grim landscape where farmers face challenges such as:

  • Constrained supply chains
  • Higher input costs
  • Declining water supplies
  • Degrading soil conditions
  • Added environmental, social, and governance (ESG) regulations

In the same report, McKinsey’s researchers suggested that connectivity is the path toward data-driven decisions that address these issues. Farmers need to collect, aggregate, and analyze data in cost-effective ways to improve operations.

Our integration and analytic capabilities let clients share data with other applications for more in-depth analysis, and our reporting helps visualize the data, leading to more insights.

The digitalization of on-farm technology and digital solutions will help farmers collect the big data they need to improve food production, operations, and more. GoCanvas provides the digital tools they need to keep their farm and livelihood intact. To learn more about the connectivity capabilities of digital forms, contact us to request a demo.

About GoCanvas

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

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

Check out even more resources

Two people in an office looking at a tablet.

Improving Your Operations with Field Service Management Software

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

Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

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

Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

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

Connect with an Expert Today.

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

The Best Field Service Apps on the Market Right Now

The Best Field Service Apps on the Market Right Now

|

Field service providers have a lot of responsibilities, from completing work orders and providing customer support to ensuring compliance with safety regulations. Fortunately, there are several field service apps on the market that can help make their jobs easier.

There are several field service apps on the market that can help make your job easier. In this post, we will discuss the top 5 apps for field service management. These apps can help you manage work orders, provide customer support, and ensure compliance with safety regulations.

Improve your workflows with GoCanvas. GoCanvas is a mobile app that helps field service providers manage work orders and customer support requests. It also offers several compliance-related features, such as the ability to create and manage safety checklists all from your mobile device.

ServiceMax is a cloud-based app that helps field service providers manage work orders, customer support requests, and inventory. It also offers several features for managing safety and compliance.

Workforce Management is an app that helps field service providers manage their workforce. It includes features for tracking employee time and attendance, as well as managing shift schedules.

Jobber is a cloud-based app that helps field service providers estimate, schedule, and invoice their customers. It also offers features for managing customer relationships and tracking employee time and productivity.

FieldAware is a cloud-based app that helps field service providers manage work orders, customer support requests, and asset maintenance. It also offers features for managing safety and compliance.

These are just a few field service apps on the market today. When choosing an app, be sure to consider your specific needs and the features that are most important to you.

In addition to the apps mentioned above, GoCanvas offers several field service apps. These apps can help you manage work orders, customer support requests, and compliance-related tasks.

The GoCanvas Field Service Automation template helps field service providers manage their work orders and customer support requests. It also offers several compliance-related features, such as the ability to create and manage safety checklists.

Improve the functionality of your business with safety checklists. The GoCanvas Safety Checklist template helps field service providers ensure compliance with safety regulations. It includes a checklist of common safety hazards, as well as the ability to create custom checklists.

Streamline your work orders with work order management. The GoCanvas Work Order Management template helps field service providers with work orders, service requests, and inventory management. It includes features for creating and managing work orders, as well as assigning them to employees.

Enhance the asset maintenance on your job site. The GoCanvas Asset Maintenance template helps field service providers track and manage asset maintenance. It includes features for creating and managing asset maintenance records, as well as assigning them to employees.

Optimize your customer experience. The GoCanvas Customer Relationship Management templates help field service providers manage customer relationships. It includes features for creating and managing customer information, as well as tracking customer satisfaction.

These are just a few of the many field service apps offered by GoCanvas. When choosing an app, be sure to consider your specific needs and the features that are most important to you.

Field service apps can help you stay safe and compliant by providing several features, such as the ability to create and manage safety checklists. In addition, most field service apps can track employee time and productivity. This can help you ensure that your employees are working safely and efficiently. Finally, many field service apps can create and manage customer profiles. This can help you keep track of your customers’ contact information and preferences.

Going paperless is not only user-friendly for your field workers and customers but is also beneficial to your business. Mobile field service apps can help you streamline your operations and improve your customer service. GoCanvas offers a wide variety of field service templates to help you get started on improving the project management, workflow, and job management of your field service company. To learn more, contact us today.

About GoCanvas

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

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

Check out even more resources

Two people in an office looking at a tablet.

Improving Your Operations with Field Service Management Software

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

Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

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

Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

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

Connect with an Expert Today.

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

Improve Your Field Service Workflow in 5 Easy Steps

Improve Your Field Service Workflow in 5 Easy Steps

|

Field service work can be difficult and time-consuming. But with the right tools and a bit of organization, it doesn’t have to be. Following these tips for integrating mobile applications into your business processes can save time and energy while ensuring that your work is done efficiently and effectively.

The first step to improving your field service workflow is to automate as much of the process as possible with field service automation software. Mobile apps can help by allowing you to fill out forms and submit them electronically. This enhances the functionality of your business and eliminates the need for paper forms, which can be lost or misplaced. It also speeds up the process by allowing you to submit information in real-time.

Integrating your work orders into your mobile app can help you keep track of all the details in one place. This includes the customer’s information, the service to be performed, and any special instructions. This readily available information will help you provide better customer service and avoid mistakes.

Scheduling, route planning, and optimization are essential for any field service business. Mobile apps can help you plan your routes more efficiently and optimize your schedule to save time. This way, you can be sure that you’re making the most of your time and resources.

Customer management is another important aspect of field service. Mobile apps can help you keep track of your customers’ information and preferences. You can provide them with the best possible service and increase customer satisfaction.

Clear and effective communication is essential for any business, but it’s especially important in field service operations. Mobile apps can help you communicate with your team in real-time by sending work order notifications. This way, you can keep everyone on the same page and resolve any issues quickly.

There are many benefits to automating your field service workflow. Mobile apps can help you save time, money, and resources. 

  • Automates Workforce Management
  • Eliminates Manual Effort and Human Error
  • Enhances Service Delivery
  • Improves Coordination Among On-Site Field Service Teams
  • Implements Field Service Organization
  • Streamlines Inventory Management
  • Reduces Downtime
  • Integrates Work Order Management

The field service industry is constantly changing, and automation can help you stay ahead of the curve.

At GoCanvas, we provide customizable templates to field service businesses to enhance their workflow. Our easy-to-use platform allows you to create checklists, work orders, and inspection reports. Our mobile apps are designed to help you automate your workflow and improve coordination among your team. To learn more, contact us today.

About GoCanvas

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

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

Check out even more resources

business people discussing project

Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

Closeup of a handshake.

GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

Connect with an Expert Today.

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

How Mobile Field Service Apps Can Improve Field Service Management

How Mobile Field Service Apps Can Improve Field Service Management

|

It’s no secret that technology has changed how we live and work, especially in the  field service industry. Field service management has never been easier or more efficient thanks to mobile apps.

Mobile apps have highly impacted the field service industry by making it more effective and efficient by:

  • Mobile apps enable time-saving automation for technicians and allow them to access customer information and service history and track job progress on-site by utilizing their mobile device. This helps ensure that jobs are completed on time, reduces the chances of errors happening, and enhances the customer experience.
  • Mobile apps allow technicians to submit photos and notes from the field, which can help with troubleshooting and problem-solving.
  • Field service managers can use mobile apps as field service management software to create work orders, invoices, service reports, and notifications, assign jobs to technicians, and track job progress in real-time. This allows them to be more responsive to customer needs and ensures that jobs are completed as quickly as possible.
  • Mobile apps allow field service businesses to streamline their workflow and provide transparency in field service operations that were impossible before. Customers can now see what stage their job is at, how close it is to being finished, and what kind of feedback has been received from technicians. This makes customers feel more connected to the process and builds trust between customers and the company.

Mobile apps help improve safety by giving field service technicians access to important safety information. This includes job site hazards, customer contact information, and emergency procedures. They also help with compliance by ensuring technicians follow all the necessary steps for each job. This includes completing safety checklists, documenting accurate job times, and collecting customer signatures. By using a mobile app, field service businesses can have peace of mind knowing that their technicians are following best practices and that their customers are happy with the service they’ve received.

Mobile apps have changed field service management for the better by making it more effective, efficient, and safe. You’re missing many benefits if you’re not using a mobile app for your field service business. GoCanvas provides templates to create a customizable mobile app for your business, including checklists, forms, project management tools, and more. To learn more, contact us today.

About GoCanvas

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

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

Check out even more resources

A person sits at a desk holding their phone showing a graph, while their laptop sits on the desk showing more charts and graphs.

How TE3CO Leverages Data Analytics to Unlock Business Potential

TE3CO provides mission-critical pressure relief technology and services to customers across the oil and gas industry. They employ a highly trained and capable workforce of field technicians and engineers. Before working with GoCanvas, TE3CO relied on spreadsheets and emails to manage their ticketing process but found the system time-consuming and difficult to track.

Two men in hard hats look onto a tablet.

VIP Lighting Gains Business Efficiencies with GoCanvas

VIP Lighting is a retail lighting and electrical maintenance company that services retail chains across Australia and New Zealand. The business has been operating for 25 years and now services 10,000 retail sites across both countries. Prior to joining GoCanvas in 2018, the business had multiple systems running different aspects of their technician and contractor network.

Man in a hard hat inspecting HVAC vents.

Three HVAC Maintenance Checklists that will Reduce Errors and Grow Your Bottom Line

For HVAC technicians, so many errors within their daily tasks come from using outdated paper forms while completing a job. Using these HVAC inspection checklists will prevent issues before they happen, so your technicians can collect comprehensive and consistent data at every job.

Connect with an Expert Today.

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

How Mobile Field Service Apps Have Changed Field Service Management

How Mobile Field Service Apps Have Changed Field Service Management

| |

Field service management is a critical process for companies that rely on field service technicians to maintain and repair their products. In the past, this process was often handled through paper-based work orders and communication methods that were slow and inefficient. However, with the advent of mobile field service apps, companies are now able to manage their field service operations more effectively and efficiently than ever before. Field service apps allow technicians to access work orders and customer information from anywhere in the world, which speeds up the repair process and improves customer satisfaction. Additionally, mobile apps allow companies to track technician locations in real-time, which enhances safety and compliance. Overall, mobile field service apps provide several benefits that can help companies improve their field service operations.

In the past, work orders for field service technicians were often paper-based, which made it difficult for technicians to access them from remote locations. This would often lead to delays in the repair process as technicians had to wait until they returned to the office to receive their work orders. However, with mobile field service apps, work orders can be digital and easily accessed by technicians anywhere in the world. This allows repairs to be completed more quickly and efficiently, which leads to improved customer satisfaction.

Another way that mobile field service apps have changed field service management is by automating many of the tasks associated with managing a field service operation. For example, apps can automatically give real-time updates to technicians, customers, job site locations, track your service team’s GPS locations, and schedule follow-up appointments. This automation eliminates many of the manual tasks that field service managers previously had.

Mobile field service apps also optimize workflows by providing technicians with the information and tools they need for project management and to complete repairs quickly and efficiently. For example, some apps provide technicians access to customer records, product manuals, and parts catalogs. This allows technicians to resolve problems more quickly without waiting for assistance from a field service manager. Additionally, mobile apps often include built-in scheduling features that allow managers to plan and optimize technician routes. This helps to ensure that technicians can complete their work promptly and reduces fuel costs associated with inefficient routing.

Inventory management, GPS tracking, client management, and scheduling are only a few of the features that can enhance the functionality of your field service business. Mobile apps provide an all-in-one solution for managing your field service business, which makes it easier than ever to run your operation smoothly and efficiently.

Enhancing the customer experience is one of the most important goals of any business, and mobile field service apps can help you achieve this goal. By streamlining workflows, enhancing customer management, and automating many of the tasks associated with managing a field service operation, mobile apps make it easier to provide customers with the high-quality service they expect and deserve. This leads to improved customer satisfaction and loyalty, which can result in positive customer relationships and more repeat business and referrals.

Another benefit of mobile field service apps is that they can help reduce pricing associated with your field service operation and invoicing. For example, by automating appointment scheduling, you can eliminate the need to pay a receptionist to schedule appointments. Additionally, by tracking technician GPS locations, you can minimize fuel costs by ensuring technicians take the most efficient routes to customer locations. Overall, mobile apps can help you reduce the costs associated with running your field service business, which can improve your bottom line.

Field service technicians often work in remote or dangerous locations, which can pose a safety risk. However, mobile field service apps can help improve safety and compliance by providing technicians with the information and tools they need to stay safe while working. For example, some apps provide technicians access to customer records, product manuals, and parts catalogs. This allows technicians to resolve problems more quickly without waiting for assistance from a field service manager. Mobile apps can also track technician GPS locations, allowing field service managers to monitor technician safety and compliance.

Overall, mobile field service apps have made field service management more effective and efficient by automating many tasks associated with managing a field service operation. In addition, mobile apps have improved safety and compliance by providing technicians with the information and tools they need to stay safe while working. Finally, mobile apps can help reduce costs associated with your field service operation. These factors combine to make mobile field service apps an essential tool for any business that relies on field service operations.

GoCanvas can help your business with field service management solutions including customizable cloud-based templates, checklists, and management tools that can be used on mobile devices or tablets. Contact us today to learn more about getting started.

About GoCanvas

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

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

Check out even more resources

Two people in an office looking at a tablet.

Improving Your Operations with Field Service Management Software

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

Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

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

Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

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

Connect with an Expert Today.

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

How to Automate Your Field Service Data Collection

How to Automate Your Field Service Data Collection

|

Automating field service data collection can save your organization time, money, and a lot of frustration. The best field service data collection software allows you to take in and process real-time information about many aspects of your business and make timely improvements. 

Understanding the importance of field service data collection is one thing. Finding the right data collection app and automating the process is another. At GoCanvas, we have field service apps for different industries, including maintenance, construction, sales, human resources, and more. 

Continue reading to learn how to automate your field service data collection using customizable GoCanvas field service apps. 

Whether you’re actively collecting data in an organized manner or not, the data exists. Every appointment, route, customer feedback, etc., offers your company an opportunity to analyze and improve business functions in real-time so long as you have the data to do it. 

Field service data collection can help your business improve in many areas, including: 

  • Workflow and dispatch efficiency 
  • Time savings 
  • Budgeting and elimination of revenue leaks 
  • Employee effectiveness and communication 
  • Customer satisfaction 

Additionally, when you have the correct workflow, job descriptions, expectations, and technology, field service data collection can help to keep your business organized and your employees accountable.

Filed service workflow automation isn’t just about getting rid of paperwork. It’s about much more. The best data collection automation software and apps connect every step of the process, from dispatch to data collection to analysis tools. 

Learn the five steps for creating an automated data collection workflow below. 

The first step in automating your field service data involves identifying the data collection processes you want to automate, the employees involved, and the tasks involved in the automation process (i.e., workflow mapping). 

Areas you’ll want to identify for each data collection task include: 

  • The type of data that is collected 
  • How many people and/or tasks are involved in the process 
  • How long does each task take to complete 
  • Devices and software used to collect the data 
  • The team that will analyze the data 
  • When, how, and where the data should be reported 

In addition to the information above, data collection workflow mapping requires you to identify and eliminate potential bottlenecks. For example, suppose you currently require field service technicians to submit their paperwork at the end of the work week. In that case, it could hinder the ability of other parties to complete their tasks promptly. 

Now that you know what data you want to collect, who’s involved, and eliminated bottlenecks, you’ll need to specify the scope of data you want to migrate into your new process. In most cases, starting with a small percentage of data is better so you can have an optimal workflow by the time your new data collection system is 100% live. 

Supposing you’ve picked a field service data collection app (if not, try GoCanvas today), you’ll need to gather your data, solidify collection methods, and customize your data collection apps, forms, and/or software. It’s important to note that refining and perfecting field service data collection takes time. The sooner you start, the faster you’ll have a well-oiled data collection machine.  

Depending on the size of your business and scope of work, it may be best to release pre-launch versions of your data collection software to ensure it meets your company’s needs. After you’ve gone through an alpha and beta testing mode, your company should be ready for a full launch. During this time, it can be helpful to solicit feedback from beta users and make improvements as needed. 

The data collected by field service technicians can be a valuable asset to your company. However, how the data is collected, its accuracy, and how fast it can be reported play a significant role in your data collection efforts. At GoCanvas, our field service apps are affordable, efficient, and mobile. Check out how GoCanvas field service automation can help your business stay organized.

About GoCanvas

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

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

Check out even more resources

Two people in an office looking at a tablet.

Improving Your Operations with Field Service Management Software

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

Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

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

Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

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

Connect with an Expert Today.

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

We’ve Made Work Hub Even Better: Do More in Less Time

We’ve Made Work Hub Even Better: Do More in Less Time

| |

Find what you need in less time with powerful search & filter capabilities. 

  • 90% faster performance in returning search results
  • Improved query accuracy, thanks to a larger volume of content being searched
  • Flexibility to target results by specific date ranges, forms, and/or assignees

In this post, we’re going to break down all of the bells and whistles of Work Hub: what it is, how it will save you time, and how it will empower you to prepare for every possibility.

As you know, transformation is a constant in the business world. Change is how you best serve the needs of current customers, attract and delight new customers, and retain talented employees. 

But sometimes transformation is adaptive, as a result of disruptions in the environment. In fact, many thought leaders have suggested that the COVID-19 pandemic was a historic “change engine,” in their digital operations, setting new norms and preventing a return to the way things were. 

For whatever reason, your business has had to adapt and change over the past couple of years, and it’s certain that you’ll continue to adapt moving forward.

GoCanvas recognizes that thousands of our customers look to us to guide them on their digital transformation journey – and that’s why we’re especially thrilled to be launching Work Hub. 

Work Hub is GoCanvas’ new, modernized platform that gives you real-time visibility to manage all your fieldwork from one central location. 

Now you can easily track projects and jobs at every stage – upcoming, in progress, and completed. We’re confident Work Hub will enable you and your team to work smarter, thus saving you time and money.

We’re always working to improve the GoCanvas experience. It’s important to note that Work Hub is an update, not a feature – in other words, there’s nothing to enable. It’s free because we want to help our future and current customers evolve and grow.  

Our mission is to help you save money, keep your team connected, and reduce risks with real-time business insights.

Thousands of organizations trust GoCanvas to capture better data and complete things like site inspections, audits, and compliance reports. Our simple-to-use software empowers companies to automate paperwork, update safety audit checklists, and make things more efficient with technology (no programming or software needed). Now, with the addition of Work Hub, you gain a modern, efficient way to get better visibility.

Jump into Work Hub to:

  • See a full picture of what your field team is working on by managing all your in-progress work.
  • Keep your operations on target with full control of all your upcoming fieldwork.
  • Visualize all your completed tasks across your organization to tackle your next project. 

No doubt about it, transformation is a constant. That’s why GoCanvas will continue to evolve and serve our current and future customers. 

Our mission is to help you save money, keep your team connected, and reduce risks with real-time business insights. The changes we’ve made to Work Hub were made with your needs in mind.

GoCanvas will transform how you do business. Take a minute to explore how Work Hub can offer you real-time visibility of all your fieldwork from one central location. 

New around here? Sign up for a free 10-day trial.

Already a customer? Log in to your account.

About GoCanvas

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

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

Check out even more resources

business people discussing project

Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

Closeup of a handshake.

GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

Connect with an Expert Today.

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

5 Methods For Collecting Your Field Service Data

5 Methods For Collecting Your Field Service Data

|

Field service data is the new gold for HVAC, IT, oil and gas, facilities management, construction, maintenance, Telcom, and countless other industries. Data collected by field service workers (i.e., employees conducting work on customer premises) can transform your business, increase efficiency, and streamline business operations. 

How the data is collected matters just as much as the information obtained. With that in mind, there are five methods you can use to collect field data. They include: 

  • Interviews.
  • Observation.
  • Paper Surveys / Questionnaires.
  • Reviewing Field Service Worker Documents.
  • Field Service Automation Apps & Software.

Continue reading to learn more about each. 

Field data capture refers to any information field workers (i.e., carpenters, plumbers, IT specialists, consultants, etc.) collect and input into digital or physical forms. Generally, the type of data collected can include information like: 

  • Customer satisfaction surveys.
  • Electronic signatures.
  • Employee performance metrics. 
  • Travel time and GPS location. 
  • Best dispatch strategies. 
  • Revenue by employee per field service visit. 
  • Delivery times. 
  • The time it takes to complete specific tasks.
  • Inventory levels.
  • Cost of parts, delivery, and labor per job. 
  • And much more. 

The field service data that needs to be collected depends on the industry. However, one thing is clear— every field service company can gain valuable insights from detailed and organized data collected from workers in the field. 

Field data collection apps collect and analyze quantitative and qualitative data in real-time while employees are in the field. In most cases, this can be accomplished on a mobile device (i.e., iPhone or Android device) or a laptop. Generally, they help businesses streamline field service dispatch, analyze data, and ultimately provide a better customer experience. 

Learn about the 5 methods for collecting field service data below. 

One of the oldest methods of field service data collection is interviewing employees when they return from completing a work order. While there are some benefits to collecting data in this method, it can yield inconsistent and inaccessible results. 

Another way to collect data from employees in the field is to send a supervisor on every work order to observe. Having a senior employee observe another worker has some value. However, sending multiple employees out for one service order, sales call, etc., is a strain on business resources. Further, aggregating that information and turning it into actionable insights can be challenging. 

Many businesses use paper surveys and questionnaires to evaluate customer satisfaction or employee performance. While this is a great starting point, it can lead to an unnecessary bulk of paperwork, which can strain business operations. Further, analyzing data obtained through paper surveys and questionnaires can be challenging. Due to illegible handwriting, transcription mistakes, inaccuracies, and more. 

If your field service business reviews all employee documents to assess employee performance, customer satisfaction, costs, etc., it can take forever to collect essential information. 

For example, suppose your business waits until the end of the month (when employees turn in their reports) to assess mileage, dispatch needs, employee performance, etc. In that case, your business is constantly making decisions based on old data, which can leave you at a competitive disadvantage. 

Field service automation apps and software can drastically improve employee efficiency, customer satisfaction, and your business’s bottom line. These mobile applications help to: 

  • Minimize the time it takes to collect and analyze data.
  • Decrease the likelihood of duplicate documents. 
  • Limit the cost of data storage.
  • Enable searchable data. 
  • Increase the volume of data your business can analyze. 
  • Enhance real-time visibility of what’s happening in the field. 

Learn how GoCanvas field service automation apps and software can help to improve your business’s efficiency by replacing the paperwork with digital field service forms. 

GoCanvas field service automation apps and software fit all types of businesses and needs. They are dynamic, customizable, and easily accessible on mobile devices. 

Our customers report a 24% increase in productivity after using our apps. One of the best parts is you can build and roll out your customized field service automation application in under a day. See why thousands of customers trust us to take their business to the next level. Sign up for a free trial today – no credit card required. 

About GoCanvas

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

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

Check out even more resources

Two people in an office looking at a tablet.

Improving Your Operations with Field Service Management Software

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

Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

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

Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

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

Connect with an Expert Today.

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

Your Guide to Punch Lists [+ Templates]

man using tablet at construction site

Your Guide to Punch Lists [+ Templates]

| |

Construction projects require many detailed processes to close out work to a client’s satisfaction. Even with all the best intentions and preparation, things can be overlooked and oversight can happen during different phases of construction. Final repairs or improvements often need to be made to sign off on the final project by all stakeholders. Punch lists are designed to spot any mistakes or incomplete work left on the project and identify the final measures needed to close out the work. This article will discuss the meaning of a punch list and how digital forms can help simplify the process for everyone involved.

A punch list is a list of outstanding or incomplete work. They are used by property owners and managers, as well as contractors and subcontractors, to ensure all remaining items have been taken care of before a project is considered complete.

For example, if you have just had your home painted, the contractor might specifically note on a punch list that some windows are not properly caulked and need to be re-done. The contractor will not sign off as being finished until those items have been addressed and corrected.

Punch lists don’t have to be limited to construction sites. They can also serve as a helpful checklist during property inspections or move-in/move-outs.

The primary purpose of a punch list is to identify any tasks that were not completed on-site or on time (for example, installing insulation). However, it may be more about identifying “material” oversights. That is any missed steps that will likely not be completed at all or can be corrected later in the job.

The list also prevents these oversights from being repeated in future jobs. For example, the construction company could update their materials list to include the measurements of bricks they should use for insulation installation. Or maybe cut out other tasks that are likely to fail or cause problems.

Typically, a contractor or subcontractor will also use a punch list as the last step in completing a job. Final walk-throughs, meetings with clients, etc., might also be held before the punch list is finalized.

On average, four or more people will likely contribute to the punch list. They include the following:

  • Contractor: The contractor or subcontractor is typically responsible for the punch list.
  • Architect: The architect will inspect the site and create a list of changes to be made, in addition to noting any problems with the actual construction.
  • Site manager: The site manager has been on-site throughout the project and knows what work is incomplete and what needs to be addressed.
  • Homeowner/Client: The homeowner or client will contribute any changes to their original request or ideas about what still needs to be done.

It is essential for these people to be involved in creating a comprehensive punch list because everyone who has spent time working on the project should be aware of what still needs to get done. They know what has gone right, and more importantly, they know what has gone wrong.

Combining everyone’s experiences increases the chances that everything will get completed or at least identified for later (or corrected if possible). This is especially important when different companies are involved in the same construction project or if the person responsible for completing a punch list is not on-site.

The specific format of a punch list can vary, but it will generally contain some or all of the following items.

  • An overall description of the project that includes the name or purpose of the project, date range, and the start/finish dates
  • A section indicating the room (e.g., balcony, living room, entry way)
  • A section with itemized tasks to be completed on-site. Each item on a punch list will be identified by a number. The list should be detailed enough to easily be understood by someone who did not manage the project (for example, a new client).
  • Space for comments about the problems and what still needs to be done.

The list is then given to the client or project manager for review and approval.

A punch list could contain dozens or hundreds of individual items. However, here is one example of what a punch list could look like:

Item 1 – Painting on the north wall needs to be refreshed due to cracking.

Item 2 – The west stairwell needs to be re-caulked

Item 3 – The HVAC units need to be re-insulated

Item 4 – The garage door needs its inspection sticker

Item 5– Drywall cracks around outlet in the kitchen

Item 6 – Hole in exterior wall needs to be filled and painted

Item 7 – Ceiling paint is missing in one bedroom

Originally, punch lists were small paper forms that were punched with a series of holes. Each hole was used to indicate the status of an individual item.

For example, if the punch list indicated that an item had been completed, the worker would place a metal stamp over one hole in the form. If they skipped an item, the punch list would have two holes. When used correctly, it was easy to see at a glance if an item had been addressed or missed.

The name became famous because of this method of “punching” holes in paper forms. While paper forms are sometimes used today, more companies are switching over to digital forms to simplify the process and bring this important report online to the cloud.

There are several ways in which using digital punch lists can be beneficial for your business.

  • Instant reports available online. There’s no need to print and distribute physical copies of the list. It can be completed, signed-off, and sent electronically rather than having everyone on-site re-write it out or wait for a paper form to come back around.
  • Include photos for more detailed reports. You can also use mobile forms to quickly enter any missing items, attach photos to explain the problem, and even provide notes about what needs attention or how it should be addressed.
  • Collect signatures and collaborate. After you’ve made sure everything has been noted on the punch list, you can send it back to them for approval or forward it to your client’s project manager.

GoCanvas can be used to create digital punch lists for your business. Our pre-built templates are built with industry best practices in mind and make it easier than ever to get everyone on the same page quickly without wasting paper or time. 

Modernize your operations with punch list templates, along with the other important construction management software like work orders, inspections, safety forms, and more. Visit our website to learn more about GoCanvas for the construction industry or sign up for a free trial account today.

About GoCanvas

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

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

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.

Creating a Competitive Advantage with Software Built for the Field

Creating a Competitive Advantage with Software Built for the Field

| |

Providing the best possible customer experience is a top priority for companies in the service industry. Embracing digital technology like apps and software is one way to create a competitive advantage and modernize your field operations.

The field service industry encompasses many different types of companies, from residential service providers, utility businesses, transportation and logistics companies, and much more. 

All of these companies rely on a segment of their workforce that operates in the field. Because employees are dispersed across different locations, it creates unique business and operational challenges to manage.

The category of field service management software has grown in popularity for companies that need to improve workflows and share information between the field and office. In this article, we will cover how field service software works and how it can help enable data-driven decision-making. Don’t miss out on our upcoming virtual discussion in January, where we will cover this topic in more detail and share real-world examples of how data analytics can impact your business operations.

Building a business case to invest in software always means changing from the status quo. Historically, companies have relied on paper-based forms, Excel spreadsheets, and other types of manual processes to capture information from the field. 

Because of how time-consuming these processes can be for everyone involved, it’s easy for operational leaders to recognize the need for investment in technology and make the business case for software solutions. For field service companies, building a business case is typically tied to these two operational challenges: 

Most companies realize they need field service management software when they reach a level of business growth where it becomes too difficult or costly to scale efficiently. For example, a field services company is poised for growth but is, unfortunately, running into several common challenges like:

  • Time-consuming paperwork or manual processes done in spreadsheets and email
  • Inefficient scheduling and challenges assigning work
  • Slow billing cycles
  • Difficulty collaborating between field and office

All of these issues can become a drain on productivity and can even impact the customer experience negatively. When the paperwork and manual processes become too difficult to manage, companies look to software to help automate how work gets done.

Another challenge for companies becomes the lack of visibility into their business operations. When data is difficult to access, it can become a labor-intensive process to roll information up for reporting. 

Missing or incomplete data is common in these scenarios when data is not collected in a standardized fashion, resulting in data quality concerns. Getting to useful reporting may take days or even weeks to pull together, making it difficult to inform decisions on time. 

Field service management software solves these challenges by ensuring best practices are followed for data capture and then providing the tools needed for data integration and business analytics. Continue reading to learn how GoCanvas works both in the field and in the office.

Companies are moving to field service management software to set their business up for success. Here is a brief explanation of how software tools like GoCanvas help the field service industry:

GoCanvas allows field service companies to design mobile forms that can be completed from a tablet or phone by technicians on job sites. Since no internet connection is required, employees can easily open the GoCanvas app and see the tasks they have been assigned and the forms they need to complete. Other key features include:

  • Image capture to document photos and include them in reports
  • Signature capture to digitally sign off on work and collect customer approvals
  • Automatic calculations to ensure math is performed correctly for billing
  • GPS locations to confirm the exact locations of technicians and job sites
  • Barcode scanning to look up inventory or equipment
  • Mobile payments to seamlessly integrate payment functionality 
  • Data integrations to pre-populate information from other databases, like a CRM system 

GoCanvas helps with data capture by making sure quality data is captured and stored securely as digital records to the cloud. This saves time in the field and enables teams in the office to have real-time visibility.

Data collection is one component of using field service software. The other component is providing tools to help streamline processes for employees in the office with features designed to improve workflows and data sharing. 

With GoCanvas, managers in the office can easily build custom forms, assign work to be completed by employees, and report on information using analytics. Here are some of the key features:

  • No-code app builder to easily create and edit mobile forms with a drag-and-drop builder
  • Branded reports that are generated automatically and can be emailed as PDF documents 
  • Dispatch features to assign work and tasks to employees in the field
  • Workflow tools when approvals are required or multiple people need to collaborate on the same form submission
  • Data integrations to connect information from GoCanvas with the many other cloud-based systems your business already uses
  • Analytics to build custom dashboards and reports within GoCanvas 

GoCanvas provides the workflow tools needed to simplify how work is accomplished in the field. By connecting the field and the office using software, information is easily accessible for reporting purposes. 

GoCanvas helps organizations operationalize their data. Instead of siloed data in spreadsheets or paper forms, information is available to be summarized into trends that inform decisions. Continue reading for an example of how one GoCanvas customer leverages the software in action to save their business time and money.

TE3CO provides mission-critical pressure relief technology and services to customers across the oil & gas industry. They employ a highly-trained and capable workforce of field technicians and engineers.

Before working with GoCanvas, TE3CO relied on spreadsheets and emails to manage their ticketing process but found the system difficult and time-consuming to track. They partnered with GoCanvas to ultimately help them:

  • Minimize rework & ensure accuracy by automating data entry
  • Streamline data collection through one database
  • Identify bottlenecks & improve process efficiency with data analytics 
  • Spend less time on reactive admin tasks, allowing more time to focus on proactive growth strategy 

Now that TE3CO has implemented GoCanvas to help with field operations and management, they’re able to save time and money by eliminating manual processes and having data that’s accessible for decision-making. 

John Kovac, Technology Integration Manager at TE3CO, explained that “there’s so much that you can do when you have the proper information to know that you’re running your company properly and that you’re charging properly and taking care of your customers properly.” Leveraging software built for the field, TE3CO has found they’re able to:

  • Free up 20-30 man-hours/month
  • Save ~$60,000/year in resource efficiency
  • Identify leading indicators in 10 minutes vs. three days
  • Track tickets in real-time
  • Reduce billing time

Software for the field service industry has the potential to make a significant impact on overall efficiency and productivity. Ensuring data is consistent, standard, and accessible can enable organizations to make more informed decisions. 

To learn more about field service software and to hear from TE3CO, make sure to register for the upcoming discussion on January 13th at 1 pm ET. We will dive deeper into the topics covered in this article, and there will be time for you to ask questions during the live Q&A. Follow this link for more information and a link to register.

About GoCanvas

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

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

Check out even more resources

business people discussing project

Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

Closeup of a handshake.

GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

Connect with an Expert Today.

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

>