Forms

9 Examples of Construction Forms for Contractors [+ Templates]

Posted on by Danny Kanev

9 Examples of Construction Forms for Contractors [+ Templates]

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The construction industry uses forms to collect and share information at every stage of a project. Traditionally on paper, these forms are now being converted into digital forms that enable workers to share information via mobile devices and tablets on the job. There are many benefits of moving to a digital form rather than paper:

  • Reduction in manual work and costs
  • Greater business insights
  • Data loss prevention
  • Lowered risk and liability
  • Better client and employee experience

Bringing construction forms online is one step in digitization for construction firms and contractors, bringing information online into a secure cloud location for real-time and accessible data to use in reporting.

What are the top forms used by construction firms and contractors?

As a leading provider of mobile forms for the construction industry, GoCanvas has seen many different types of forms created using our no-code platform to launch apps and forms in the field. All of this can be done without advanced technical knowledge and our platform is highly customizable to meet all of the construction industry’s needs for mobile forms. 

This blog article compiles the 9 common types of forms that are used by contractors to streamline their workflows and create business efficiencies. Continue reading for a summary of how these forms are used and follow the links in this article to dive into our free templates and examples.

#1 Inspection Forms

Construction companies are required to perform routine inspections for many different purposes. The construction inspection form is a template with all of the fields that need to be filled out by an inspector. Common inspection forms include:

  • Safety inspections
  • Building inspections
  • Machinery or equipment inspections
  • Vehicle inspections
  • OSHA inspections

The common workflow for companies is to dispatch jobs to workers to perform the inspection, collect required signatures on the job, and automatically generate a report that is sent after the inspection is completed. 

Find Inspection forms and templates here on the GoCanvas App Store.

inspection form template

#2 Construction Checklist Forms

Often included with inspection forms, construction checklists are very widely used in the construction industry. A simple construction checklist provides employees with a common template that is used to ensure the proper items are all being covered. Digital forms provide the added benefit that required fields can be used to make sure that information is completed, cutting down on the need for re-work and mistakes. The digital construction checklist can also have dynamic fields, meaning that certain form fields can be added or removed depending on the responses. This helps save time for workers by reducing the number of form fields to be only what is required for that specific job. 

Find Checklist forms and templates here on the GoCanvas App Store.

checklist form template

#3 Work Order Forms 

Work order forms are widely used in the construction industry to help automatically dispatch workers to perform a job or task. Using digital forms for work orders, contractors can streamline the process and eliminate manual work. Using work order templates and forms, contractors can complete work orders offline and have them sync back to the cloud once internet service is available. Using digital forms allows workers in the field to take advantage of automatic calculations for things like labor and material costs and it enables digital signatures and automatic reports to be generated. If change orders are required, all of this can be done from the same platform and brings greater efficiency and visibility into job operations in the field and on job sites.

Find Work Order forms and templates here on the GoCanvas App Store.

#4 Construction Timesheet Apps

Contractors are using construction project management apps to track employee hours worked. Having this information online allows for more efficient operations, with the ability to integrate with payroll and HR applications that your business already uses. Construction timesheet apps make it easy for workers to fill out their timesheets from anywhere using a mobile device to complete the form. Construction timesheet apps have other advanced features like GPS monitoring to automatically track arrival and departure times from a jobsite or to create a record that the work was performed at the correct location.

Find Construction timesheet forms and templates here on the GoCanvas App Store.

#5 Safety Forms

Safety is a top priority in the construction industry and there are many types of safety forms that are used to help track and manage these safety programs. Some common examples include:

  • Digital toolbox talks to ensure workers engage with safety programs and management can track compliance across job sites.
  • Forms to complete job safety analysis 
  • Digital copies of safety data sheets
  • Incident and accident reports and other forms to ensure compliance with OSHA

Safety forms allow companies to track and report in real-time on the progress of their safety programs, giving safety managers the opportunity to understand trends and take the appropriate next steps. This helps to reduce a company’s risk and liability, leading to greater workplace safety and productivity.

Find Safety forms and templates here on the GoCanvas App Store.

safety forms templates

#6 Construction Daily Reports

Construction daily reports are essential for capturing the progress and details of a project. Digital forms are used by construction companies to digitize their logs and give managers the ability to capture all of the required information through a mobile device for the construction daily report. Mobile logs help with project management, helping to eliminate paperwork and other manual tasks for workers. For complex projects, digital logs can help to keep projects on schedule and provide greater transparency into your operations for all stakeholders that need this information. Simply log all of the details from a job site and mobile apps help to digitize this information for reporting purposes.

Find Log forms and templates here on the GoCanvas App Store.

log form templates

#7 Estimate Forms 

Digital forms are useful for contractors that need to provide estimates on the job. Using a mobile phone or tablet contractors can generate estimates in the field and have the information digitized for records. Most commonly, contractors use estimate forms to help them calculate the exact pricing for materials, parts, and labor costs using data that is stored in the mobile application. All of this information is updated in real-time with the latest pricing information, helping to ensure that estimates are accurate for clients. With digital signatures, clients can sign off and reports can be generated to document the entire process for your business.

Find Estimate forms and templates here on the GoCanvas App Store.

estimate forms templates

#8 Invoice Forms

Similar to the use case for creating an estimate and work orders, digital forms can also be used when your business needs to generate an invoice for a customer. Once the work has been completed, an invoice can be generated using mobile forms and apps for contractors. This digital experience allows you to manage the entire process from a mobile device. Integrated with payment processing via services like Square or Stripe, mobile forms provide an easy way to generate invoices and collect payment from the field.

Find Log forms and templates here on the GoCanvas App Store.

invoice forms templates

#9 Contract Forms

Contracts are widely used in the construction industry as legal forms to document an agreement between the contractor and client. Instead of managing this process using paper forms that can be easily lost or damaged, companies are switching to digital forms for contracts and proposals.

Contract forms can be customized to include all of the relevant information, including client project needs, budget information, solution details, and project timeline. Make changes in real-time as the project progresses and collect signatures to track updated agreements.

Find Contract forms and templates here on the GoCanvas App Store.

contract forms templates
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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…

Read the blog
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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…

see for yourself
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…

read their story

Connect with an Expert Today.

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

Let’s Build A Plan Together

Free Material Schedule Template for Construction

Posted on by Danny Kanev

Free Material Schedule Template for Construction

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What is a material schedule in construction?

The material schedule in construction is a document that lists all of the building materials that are required to complete the project. Material schedules are often organized based on the category for the building, with different schedules for each component. The material schedule often will include additional information such as the quantity, description, unit price, total price, and other relevant information related to the building materials.

How to prepare a material schedule in construction

For complex construction projects, there are enterprise software solutions that allow you to create a material schedule. But if you don’t have a large IT budget for technology, there are many low-cost alternatives for preparing a material schedule in construction that can help with project management. One such option to consider is using the GoCanvas material schedule template that can be built using our no-code platform for mobile forms and apps.

Why you should avoid Excel templates for a material schedule

Excel templates are available for material schedules, but this is not always the best option for businesses today. Excel is a powerful tool for analysis, but not always the right tool for every job. Some of the pitfalls of Excel templates include:

  • Human error. Information can be overwritten by mistake and it becomes hard to recognize these errors when dealing with larger volumes of data.
  • Incorrect calculations. It can be difficult to perform calculations in Excel and a formula error can lead to incorrect pricing calculations that are hard to notice.
  • Lost data. If documents are stored locally on your PC, it’s always possible that the document gets inadvertently lost or destroyed before you can save it.
  • Data is not dynamic. Most of the time in Excel the information being input is updated at a given point in time. Should prices change, the data has to be manually updated, and this can be time-consuming to keep up with.

Your contracting business can’t afford to waste time or lose money – Excel templates can become a hidden cost and drain on your business. That’s why contractors are turning to mobile apps and forms that create business efficiencies and cost savings.

Top Reasons to use GoCanvas for Material Schedule Templates

GoCanvas templates are simple for anyone to use. Using our drag and drop editor, you can create digital documents that can be used for all types of construction forms. 

Instead of using paper sheets, Google Sheets, or Excel, you can convert these documents into digital forms and apps that elevate your business operations. This can be material schedules, work orders, contracts, safety reports, and any other important documents your business uses throughout all phases of a project. Some of the top reasons to use GoCanvas templates include:

  • Secure, cloud-based data. Ensure best practices are met for data collection, using secure mobile forms and apps that digitize key business information. Ensure material schedules are accessible by anyone that needs them in real-time.
  • Integrations with other apps. Once your information is digitized, you can enrich this information with data from any other cloud-based apps your business already uses. Dynamically populate pricing information in real-time to ensure the material schedule created always has the current numbers.
  • Automatic report generation and sharing. Generate reports, gather signatures, and share documents automatically via PDF templates for material schedules.
  • Customizable form fields. Customize the form fields based on your unique business needs and do it all without any coding required. Create separate material schedules for different projects or customize the type of information that is included.
  • Embracing mobile technology. With mobile apps and forms, you can keep track of material design and parts shipments no matter where you are. Work offline from any remote location and have any information sync back to the cloud once you are able to access the internet again. 

Going digital with GoCanvas can save your construction business time and money, increase productivity, and create a competitive advantage.

Download the free material schedule template

When it comes to construction management and placing purchase orders, it can be difficult for builders to stay on top of everything that a construction project and building contract require. Use this template provided by GoCanvas to help with scheduling construction projects and tracking building materials. GoCanvas customers have found that by going digital they can save time and lower costs with apps designed for the construction industry. Management can use this app to ensure the appropriate material resources are tracked and available. The app is designed to be a planning tool to ensure the complete delivery of your construction project to your client on time through proper site preparation.

Get started with this template or simply request a demo to see how it can work for your business.

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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…

Read the blog
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…

see for yourself
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…

read their story

Connect with an Expert Today.

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

Let’s Build A Plan Together

The Ultimate Guide to Construction Contracts [Examples + Templates]

Posted on by Danny Kanev

The Ultimate Guide to Construction Contracts [Examples + Templates]

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No contractor and no client should begin a substantial construction project without a contract. What does “substantial” mean, here?  First, that the complexity and duration of the project leave room for disagreements about the scope of the work. Second, that the amount of money involved for both the contractor and the client warrant legal protection.

The essence of a construction contract is often described as the contractor and client “being on the same page” about the project. That means the scope of work, timetable, payment, payment schedule, quality of work, penalties for late completion or late payment, and emergency situations.

Creating a contract with a client, and getting approval, take time. But it is safe to say no time is ever better spent on a construction project. What follows is a description of what a construction contract should include, why different types of contracts fit different projects, and some required details for any contract.

What is a construction contract?

A construction contract, of course, is a legal document. It can be enforced in a court. It outlines the scope of a project, the agreed-upon payment, and how to handle unexpected developments. Because the contract states objectively what both parties agree on, it represents a layer of protection as important to the contractor as to the client. Every contractor has run into a demand for work, without additional payment, that was not included in the original plan and run into arguments about the schedule of payments.

A contract has two great virtues: 

  1. It enables the work to begin with the client and contractor “on the same page” about what has been agreed. 
  2. It defines the legal recourse of each party if during the project they are not on the same page.

Types of construction contracts

There is no single type of contract for all construction projects. For example, a contract for a residential client will look different from a contract for a commercial client. But for any client, there are contracts with different structures that largely depend upon now payment is calculated. Here are the four most common:

Lump sum/fixed price: The client asks “How much will it cost?” and wants a single figure or lump sum for the entire project. This provides the client with an assured expenditure they are ready to accept; it provides the contractor with an incentive to get the project done fast, done right. But contracts allow for contingencies. What if the contractor finishes before or after the completion date? Is there an incentive for the former and a penalty for the latter? The contract should specify that.

Cost plus: This means that the client agrees to pay all costs of the project and, on top of that, a fixed amount or percentage of cost for the contractor’s profit.  Often, this is viewed as full protection for the contractor, but it also can produce a project cost that does not include a contractor’s “just cover myself for any problems” boost in the fixed price.  

Time and materials: In this type of contract, payment is tied to an hourly or daily rate charged by the contractor and actual costs for materials.  But consistent with the principle of a contract, clients pay additional, unexpected costs that arise during the project. One may be the contractor’s overhead or the contractor’s markup on materials the contractor obtains.

Unit pricing: Unit pricing contracts view the project in terms of measurable units—the type of task or its scope or work and the materials required.

The construction contract that is best for you, for the type of project, and for your client, depends largely upon how the contractor and the client want to structure payment.

The essentials for your construction contract

Any type of construction contract for your project will have certain key elements:

Identifying/Contact Information

Who is entering into this agreement? 

For the client, that means a name (or business name), phone number, email address, and the specific location of the property where the construction project will be taking place.

For the contractor, that means a name, business name, phone number, email address, company address, and any relevant license and insurance information.

A title for the project with its description

Your contract both names the project–“Two-Car Garage with Second Story Studio”–and describes the scope of the work. The scope of work could be a description, with dimensions and other specifications. But a blueprint or other plan could be attached to the contract to pin down the scope of work. In that case, the attachment would be signed, as well, by the contractor and the client.

What is essential is the size, components of the project, and materials to be used. Again, that may require blueprints and other attachments.

Any required licenses and permits for the project must be specified.

Projected Timeline and Completion Date

Of the essence, in any project, is the expected time to completion. Make sure to include the starting date (when the contract goes into effect) and the projected completion date.

You should be clear about what happens if you cannot complete the project by the specified completion date. That means at least that you, as the contractor, inform the client and give a new projected completion date.

Cost Estimate and Payment Schedule

In any type of construction contract, you will want to include your cost estimate and the schedule of payments for the project. Of course, before reaching the contract stage, the client will want an estimate. If that is agreed, then it can be included in the contract.

No project ought to begin before payment of a non-refundable deposit.

The additional required payment should be tied to milestones in completion of the project.

And, lastly, the contract should include late fees to protect you, as the contractor, so that late payment of what is owed includes, for example, an interest rate to be paid on the balance due.

Stop Work Clause and Stop Payment Clause

Because the contract requires you, as the contractor, to complete the work on a given schedule, you will need a clause that gives you the legal right to stop the work if the client fails to pay. At the same time, the clause will have to give the client the right to withhold payment if the project milestones are not reached on schedule.

Act of God Clause

Naturally, you will not “re-invent” the language of a contract. You will rely on one of the many templates available, now in digital form. Your construction contract template will include language that you need for protection against the unexpected. In other words, how will the work continue in circumstances beyond your control?

Such a clause outlines how you and the client will proceed if faced with a hurricane, earthquake, or drastic shortage of a given material. To some extent, this will depend upon your location and the possible exigencies. The standard language, or boilerplate, in most construction contract templates should cover this.

Change Order Agreement

As projects proceed, ideas may change. Your client may want to make some changes or additions. This means enlarging the essential “scope of work” of the project. That, in turn, means changing certain elements of the contract. The contract must specify how that will be done. A “change order” agreement makes such changes in scope, and, of course, payment, easier to handle.

Warranty

A client entering into a contract will need to know that you stand behind the quality of your work and will be responsible for correcting problems. A warranty clause addresses this issue by guaranteeing that for a certain period of time, you will correct any problems. Typically, the warranty period is one year. Contractors who do quality work will gain from offering this warranty, which addresses many vague client concerns and gets the project going.

Dated Signature from Both Parties

Your contract with the client becomes official, legally binding, when both of you have signed and dated the contract.

Your contract in today’s digital era

You will want to choose a high-quality, flexible “template”–or standard form–for your construction contract app. This gives you a contract expressed in precise legal language into which to insert all the required specifications of your project.

You can download, print, and fill-in such a construction contract template, but, today, construction contracts, like so much business, are digital documents filled out via mobile forms and apps. They are readily adaptable to the specifics of your construction project and easily shared with your client for alterations.

Going digital helps to avoid the hassles of lost or misplaced paper contracts, and your digital version is saved automatically. For definite legal agreement, you have authorized digital signatures.

For the construction contract of any type that you need, your first step can be GoCanvas, where the forms you need at any step in the contractor-client relationship are available, can be modified, or can be created from scratch to suit your distinctive needs. Follow the links below to learn how GoCanvas can reduce your paperwork and make all your business documents more professional.

Construction Contract Templates and Examples

Prime Construction Contract

With the Prime Construction Contract app, general contractors, project managers and others in the construction industry have access to electronic versions of all building contracts in one location. Add details about the prime construction contract directly into the form, including design and construction planning costs, bid details, dispute resolution information, payment requirements, the scope of work, and more. All parties can sign off on the agreement once all requirements have been reviewed.

prime construction contract template and sample

Cost Plus Fixed Fee Contract

The cost plus fixed fee contract app can be customized by the project owner or contractor, making it easy to manage all types of work and price details. Construction managers and general contractors can edit the total cost, manage the contractor price and add in their cost plus fixed fee details for the scope of work. Once the cost-plus fee contract has been completed, both parties can sign off on the details electronically.

Project Management Contract

Just about every element of a successful project in construction involves a project manager coordinating the various change orders and working directly with the general contractor to keep project team members on track with the work.

This construction project management app makes it easy to track all of the important construction contract details, including project owner contact information, general contractor name, pre-construction outline, task list, project milestones, and more. 

project management contract template

Time & Materials Contract

Similar to cost-plus contracts in construction projects, the time and materials contract template includes cost estimates and markup in the hourly labor rate in the Overhead and Profit section. In construction projects, it’s critical to stay on top of the details to ensure that projects stay within the scope of work, and in case there are questions down the road about the contract document and terms, the general contractor or the construction services provider.

time and materials contract sample

Cost-Plus Percentage Contract

Under a cost-plus construction contract, the client agrees to reimburse the contractor for the direct cost of the work, plus a percentage of all costs incurred, to cover overhead and profit. Unlike a fixed-price contract, cost-plus contracts guarantee the contractor a fair return, while allowing for various changes in the scope of work. As a construction manager, use this form to efficiently establish cost-plus pricing for long-term contracts with multiple change orders. With this design-build contract type for an agreement, use this app to best assess the estimated cost or fee according to a percentage of completion.

cost-plus-percentage-contract-sample

Looking for something different?

We have hundreds of pre-built forms with a variety of features to fit all of your business needs. Discover more inspections in our Application Store.

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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…

Read the blog
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…

see for yourself
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…

read their story

Connect with an Expert Today.

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

Let’s Build A Plan Together

Free Template for Roofing Certificate of Completion

Posted on by Danny Kanev

Free Template for Roofing Certificate of Completion

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What is a contractor certificate of completion?

A certificate of completion is used in roof installations once a job has been completed. The certificate is an agreement between the contractor and the client that the work has been successfully completed. It creates a record that the client is completely satisfied with the roofing work done.

Using a certificate of completion is a best practice for roofing contracting businesses. It ensures that there is a documented agreement and the certificate is signed by both parties involved. In case a dispute arises, there is a clear record that the roofing work was completed and met the quality standards agreed to by the client.

Clients and homeowners also benefit from having a certificate of completion. This document can be submitted to insurance companies when processing claims and used in real estate transactions to certify work that has been performed on a property.

Benefits of Using Digital Apps for Roofing

With a distributed workforce in the field and on job sites, it has become increasingly popular for contractors to use roofing apps for the certificate of completion. Paper forms can also be used to document a certificate of completion, however paper forms are not the most reliable for businesses. Some of the common pitfalls with paper forms include:

  • Incomplete or illegible data
  • Lost or misplaced documents
  • Inefficient workflows that require manual work

Instead of using paper forms, digital certificates of completion can be created using mobile apps and forms that streamline the process for everyone involved. While paper forms are prone to issues, digital certificates can be backed up in the cloud to ensure that they are always accessible for roofing contractors and their clients.

Key features of a digital certificate of completion for roofing

Mobile forms and apps are making it easier for roofing businesses to manage their processes for certificates of completion. Here are some of the top features of mobile forms and apps that help to make the process as easy as possible:

  • Mobile forms. With workers that are located across job sites and different geographic locations, mobile forms and apps ensure that workers can submit data from the convenience of their mobile phones.
  • Standard data. Templates can be created to ensure that data collected from the field is consistent, accurate, and complete. Required form fields ensure that data isn’t missing or left off by mistake.
  • Digital experience. Streamline the process and modernize how data is collected by using simple forms that make it easy to collect digital signatures, generate PDF reports, and automatically send the documents to anyone else that needs them.
  • Integrated ecosystem. Mobile apps are also designed to help contractors with many operational tasks, including work orders, inspections, contracts, and much more. Integrate mobile technology with the other cloud services your business uses today to create a modern and connected digital experience.

GoCanvas for Roofing Certificates of Completion and Mobile Forms

GoCanvas provides an app for contractors to document the successful completion of roofing for a building. This mobile form can be used as a template with many of the fields needed for documenting work completed in roofing repairs. One of the advantages of using the GoCanvas platform is that all of our templates are easy to customize to fit the exact needs of any roofing business. Using our no-code platform, anyone can customize the mobile forms and apps without needing advanced technical knowledge or help from an IT resource. Simply drag and drop to customize our roofing apps to suit your business needs. Organizations have found that going digital instead of paper forms has saved their staff time, created a better customer experience, and created a competitive advantage for the business. 

roofing certificate of completion example

Here’s what you can expect to find with the GoCanvas app:

  • Roofing installation and repair app capture all the most important details of completed roof replacements, general roof repair jobs, and installation of roofing solutions.
  • Simply enter the details of the residential and commercial roofing company job into the roofing completion form app, including roofing materials used, roof inspections, and more. Use the electronic signature capture feature to get customer approval.
  • Once the roofing installation and repair template has been completed, the commercial roofing app automatically saves the data in an electronic format for your records.
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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

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

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Free Construction Change Order Forms and Templates

Posted on by Danny Kanev

Free Construction Change Order Forms and Templates

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What is a change order form?

Change order forms are used in the construction industry when changes to the contract are required. Change orders happen when a client or contractor decides that changes are needed to the initial agreement. This could be to add time and material costs or other similar changes to the overall scope of work. 

Change orders happen on almost every construction project to account for additional work that is needed along the way. This article summarizes the purpose of construction change order forms and provides several free templates that can be used by contractors for different types of change orders in construction.

What are the causes of a change order?

Companies do their best to avoid change orders, but there are many circumstances in which change orders become necessary in a construction project. Some common reasons include:

  • Ambiguities in the original contract or design drawings
  • Unforeseen circumstances that could not have been known
  • Challenges with materials or supply chain issues
  • Poor project management 

Regardless of the reason to initiate a change order, it’s important that all parties involved have clear documentation included in the construction change order form.

What to include in a construction change order form

The construction change order form will be different depending on the company and project needs. Here are some of the basic types of information included in many scenarios:

  • Project-specific details. All of the basic information needed to know about the project.
  • Changes to be made. Detailed changes to the scope of work and any justification for the changes to be made.
  • Updated timeline and pricing. Change orders usually cause changes to the initial pricing and timeline, so clearly documenting expectations is needed in the change order.
  • Line for signatures. Most change orders will require signatures as proof that both parties agreed to the updated agreements.

While most of this can be captured using paper forms, there are some clear benefits to managing the process with digital forms and apps for change orders.

Key Benefits of Using Digital Forms Rather than Paper

Changes to the scope of work can cause delays and overruns on budget, so it’s important to have clear documentation for record-keeping. Should litigation arise, it’s important to have these documents available.

Instead of using paper forms or one-off Word documents or PDF documents, companies are starting to leverage mobile app platforms to provide secure, digital forms for change orders. This benefits construction firms and clients in a number of ways:

  • Increased efficiency. Instead of employees traveling between the office and job location to submit paperwork, all of this can be managed digitally. With construction change order forms managed through a mobile device or tablet, changes can be made from anywhere and digital signatures can all be collected through one platform.
  • Increased visibility in the field. Digital construction change order forms allow you to instantly transfer in-progress change orders from one person to another to review, approve, or reject then sync to the cloud for easy access. PDF copies and reports can be generated in real-time and shared with the appropriate parties via email or notification. 
  • Avoid expensive storage volume, costs, and searchability. Store all of your completed change orders in the cloud for easy access from anywhere, anytime. 
  • Avoid damaged or lost paperwork. Electronic submissions eliminate the risk of damaged and lost paperwork. Access your data anytime from anywhere from a mobile device. Solutions for digital forms can prevent data loss and avoid version control issues that create confusion.

Getting Started with Construction Change Order Forms on GoCanvas

GoCanvas is a mobile platform that makes it simple for businesses to automate how work is done, replacing outdated processes and expensive paperwork. The GoCanvas App works on smartphones and tablets, helping companies easily collect information across their organization, share it instantly with others, and gain real-time insight into their business. Construction firms and contractors rely on GoCanvas to increase productivity, streamline business operations, and create a competitive advantage.  

Below you will find some of our most popular templates that can be used for digital change order forms for construction firms and contractors. You can get started for free using our templates and customize them to fit you specific business requirements.

Construction Change Order Form Templates and Examples

Construction Change Order Form

Change orders happen on almost every construction project to account for additional work that is needed along the way.  Whether you have small changes to the construction project’s estimated costs or need to scope out the overhead costs for more substantial work, this construction change order form template can quickly generate the form for you. 

change order form template

 

Subcontractor Change Order Form

The subcontractor change order form is similar to the basic change order that tracks the running changes to the project. However, this template is designed to be used solely between a contractor and subcontractor. This template can be used when there is a change to a subcontract purchase order that would require a change to the scope of work and updated documents.

subcontractor change order template

Time & Materials Change Order Form

When extra work is needed on a construction project, the general contractor or construction manager can create a change order form using this time and materials change order form. Change orders are often done on a time and materials (T&M) basis, even if the original contract is fixed-fee. It’s faster and easier than calculating all the materials and their cost, estimating the labor, then adding overhead and profit. 

time and materials change order template

Change Order Log

As a general contractor in construction management, this construction change order log will help you save time, work, and money on every owner-contractor agreement. When everyone has access to the same construction documents, you can avoid breach of contract terms, contract disputes, and construction disputes so you can keep the project on schedule.

change order log template

Electrical Contractors Change Order

The electrical contractors change order is designed to prevent work delays on electrical projects. Efficiently process change requests from your smartphone or tablet. Perfect for use by project managers or general contractors who need to manage change orders for their electrical sub-contractors.

electrical contractors changer order template

Looking for additional templates?

GoCanvas has hundreds of pre-built forms with a variety of features to fit all of your business needs. Discover more construction change order forms that are available in our Application Store.

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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…

Read the blog
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…

see for yourself
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…

read their story

Connect with an Expert Today.

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

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Pre-Trip Inspection Forms – Examples and Templates

Posted on by Danny Kanev

Pre-Trip Inspection Forms – Examples and Templates

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What are pre-trip inspections?

Pre-trip inspections are required for companies that operate and manage a fleet of vehicles used for commercial purposes. The basic goal of a pre-trip inspection is to identify and document any potential problems with a vehicle before a driver is on the road. 

According to regulations set by DOT, vehicle operators must perform daily post-trip inspections after a vehicle is operated. If any defects or problems are found in the post-trip inspection, it must be included in the post-trip inspection report. The vehicle is allowed to be sent out for use again once all problems have been addressed.

What information is checked in a DOT pre-trip inspection?

The Commercial Driver’s License (CDL) pre-trip inspection is designed to certify that the problems have been addressed and that the vehicle is ready to be safely operated on the road. While there are many different types of vehicles on the road today, the DOT provides a basic list or items to check when performing vehicle inspections: 

  • Service brakes, including trailer brake connections
  • Parking (hand) brake
  • Steering mechanism
  • Lighting devices and reflectors
  • Tires
  • Horn
  • Windshield wipers
  • Rear-vision mirrors
  • Coupling devices
  • Wheels and rims
  • Emergency equipment

(Source: FMCFA)

Pre-Trip Inspection Checklist Forms and Apps

Inspection checklists are designed to improve the inspection process by providing staff with an easy-to-use template on the best practices to follow for that inspection. 

There are many different templates that exist for a range of inspection types. For example, a class A pre-trip inspection template would look slightly different than what is required for a class B inspection template. 

The most basic checklist can be completed on a sheet of paper, but more companies are turning to mobile apps and forms to streamline their processes for performing pre-trip inspections. Digitizing this information is highly beneficial for fleet management and transportation companies that need to document and report on their vehicle inspections.

Paper forms are simple to use, but missing or lost paper work can become a problem later on. To minimize risk and to modernize business operations, transportation companies rely on simple apps to digitize the information rather than using paper forms.

Beyond the basic benefits of digitizing the information, mobile apps also provide a number of advanced features that are helpful when performing inspections. For example, driver dispatch is an easy way to organize drivers and delivery schedules based on the most efficient configurations possible. Other features such as barcode scanning, signature capture, and GPS capture can help you keep track of your deliveries and maintain records for your business. 

Mobile apps can be built using no-code or low-code solutions that do not require advanced technical knowledge. Using a simple interface, anyone can start building apps for their pre-trip inspection checklists to replace paper forms. 

Common Pre-Trip Inspection Examples and Templates

For businesses that want to modernize their processes using mobile apps, an important feature is going to be the ability to customize the mobile app to meet specific needs and requirements. Most mobile apps will provide templates to use as a starting point and then customizations can be made to require certain information. 

With the GoCanvas app builder, businesses can create pre-trip inspection forms and checklists that are then deployed to workers to complete via the mobile app. All of this is suited for workers in different locations and standardized processes around how businesses collect and store their inspection reports. 

Key outcomes include an increase in worker productivity, efficiency, and improved data collection for operations teams. Here are some of the common commercial vehicle inspection templates and examples:

Class A Vehicles

Class A description

Class A vehicles are defined as “any combination of vehicles which has a gross combination weight rating or gross combination weight of 11,794 kilograms or more (26,001 pounds or more) whichever is greater, inclusive of a towed unit(s) with a gross vehicle weight rating or gross vehicle weight of more than 4,536 kilograms (10,000 pounds) whichever is greater.”

This would include tractor-trailers, combinations of truck and trailer, livestock carriers, tank vehicles, or flatbeds. 

GoCanvas example and template:  

Class B Vehicles

Class B Description

Class B vehicles are defined as “any single vehicle which has a gross vehicle weight rating or gross vehicle weight of 11,794 or more kilograms (26,001 pounds or more), or any such vehicle towing a vehicle with a gross vehicle weight rating or gross vehicle weight that does not exceed 4,536 kilograms (10,000 pounds).”

This would include straight trucks, large passenger buses, segmented buses, box trucks, dump trucks with small trailers, and tractor-trailers. 

GoCanvas examples and template:  

Class C Vehicles

Class C Description

Class C Vehicles are defined as “Any single vehicle, or combination of vehicles, that does not meet the definition of Class A or Class B, but is either designed to transport 16 or more passengers, including the driver, or is transporting material that has been designated as hazardous under 49 U.S.C. 5103 and is required to be placarded under subpart F of 49 CFR Part 172 or is transporting any quantity of a material listed as a select agent or toxin in 42 CFR Part 73.”

This would include small HazMat vehicles, passenger vans, combination vehicles not covered by Classes A or B.

GoCanvas example and template: 

Sources:

Transform how your business operates with mobile apps

Many companies in the transportation industry start using mobile apps to solve a single paperwork challenge, like pre-trip inspections. But there are many areas of business operations that deal with paperwork that can create slow and manual processes for staff. This includes things like delivery confirmations, mileage tracking, safety inspections, bill of lading, and any other paper-based processes for drivers and management. If you are looking for additional transportation apps for business, be sure to search in the GoCanvas app store where you can get started for free.

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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

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Centurian Transport saves $100k every year with GoCanvas

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

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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…

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TWO MEN AND A TRUCK® used GoCanvas to increase data visibility & compliance

With a workforce that primarily works out in the field, many of the TWO MEN AND A TRUCK® locations found that paperwork was hindering…

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7 Examples of Creating Forms & How to Craft Your Own

Posted on by Danny Kanev

7 Examples of Creating Forms & How to Craft Your Own

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Creating forms to capture data is one of the most important components of business today. When you design a great form, your business is collecting data that then becomes an asset you can use for reports and analysis. 

But if you’ve ever experienced creating a form, you already know that how you structure the form will impact the data that’s collected. You want to be very thoughtful in how you design your forms, making it easy for people to respond, while also getting the required information in the correct format. 

This blog post will introduce you to some of the most common form fields and we will explain some of the best practices for creating an effective form. We will also highlight some of the specific types of forms to consider and examples of how they can be used to collect information. 

While there are many options to choose from, it’s good to remember that forms are simple and with some practice, you can become an expert in no time. With the form builders on the market today, you’ll be able to create forms, improve workflows, and automate key business processes to become more efficient. Keep reading for an overview on creating forms and additional resources to get started.

What are the most useful form fields for different types of forms?

Modern form builders have many different types of form fields that can be used for different business purposes. Some common examples of field types are things like: 

  • Dropdown menus
  • Checkboxes 
  • Multiple-choice selections
  • Scale sliders 
  • Text inputs
  • And much more! 

People have many different reasons for using forms, so it makes sense to have a form builder with a wide variety of form fields to fit every data collection need. With so many options for the types of form fields you can use, it may be helpful to also think about them in terms of categories:

  • Text and Numbers
  • Choices
  • Multimedia
  • Date, Time, and Location
  • Other miscellaneous field types

In the next section, we cover some of the most common types of forms and a brief summary of the types of form fields that are most commonly used. This should give you an idea of how these form fields are put into practice for some of the top business use cases for collecting data.

1. Contact Forms

It’s quite common for businesses to collect contact information from their customers. Contact forms typically use text and number fields to collect a name, telephone number, email address, and similar types of information.

A good practice to remember in forms is to think about how data is collected and designing your forms to standardize the data. For example, instead of using an open text field, you may want to consider using a choice field with a drop-down that lists the available options. 

A great example of this is for fields like “State,” where you would want to list a drop-down of formatted states. In this example, if you were to leave the field open-ended, you could get a wide variety of formats for the same state (e.g. NY, New York) or you could have misspellings that happen by mistake. Giving people a drop-down ensures that data is formatted correctly for when you need to report on it later.

Contact forms can also be used for longer text fields that allow people to submit more extensive information, such as the reason that they are submitting the contact form. 

2. Invoices

Invoices are used as forms to collect payment information, typically in a table-style format. These can be used to highlight an item name or description, the quantity of an item purchased on the invoice, a price per unit, and a total cost for each line item. 

This type of form typically uses text and number fields, as well as a calculation field that can automatically perform math calculations to make it easier for people by pulling in dynamic information like prices and sales tax.

These types of forms are particularly useful if your business has dynamic pricing that is stored in a separate database. Instead of requiring employees to look up the current price, it can be automatically populated with real-time information to make the process more efficient when processing invoices.

Other advanced features include payment authorizations and signature form fields so that customers can sign for credit card transactions or sign off on agreements. Many digital forms can also accept credit card information that people can integrate through payment processors like Square, PayPal, Stripe, and other similar solutions.

3. Surveys

Surveys are one of the most popular use cases for forms and they are used to collect answers or feedback from a group of people. Common examples include asking customers to rate your level of satisfaction or collecting feedback from employees on ways to improve your business. With so many possibilities for types of surveys, it makes sense that they leverage many different types of form fields, including:

  • Choice fields such as a drop-down
  • Multiple-choice questions 
  • Single choice checkboxes
  • Multiple choice buttons
  • Open text and number fields
  • Calculation and summary fields to tabulate scores
  • Slider and rating options (like 1-5 stars) 

If you have a more complex survey, you can also consider using conditional logic in your form. This means that people will be navigated to different options that are dynamic based on their answers to the questions.

For example, if someone answers “Yes” to a question, they may be prompted later on with the option to provide a more detailed explanation for their answer. If they selected “No,” then they may be directed to a different set of follow-up questions. This type of logic allows you to make the form more dynamic and relevant based on the information that is provided in real-time.

4. Inspections

Creating forms for inspections provides form builders with many options to create highly effective and powerful inspection tools. 

Like many forms, inspections often begin with different Text and Number fields where an inspector can add their information and the relevant details about what they are inspecting, such as the address or the reason for the inspection. Inspection forms also include a number of advanced options:

  • Checkboxes to check off items
  • Choice fields to provide pre-selected input related to the inspection
  • Text and number fields to provide descriptions, context, or numerical values to the inspection 
  • Photo fields to upload an existing photo or add new photos using the camera functionality found on mobile devices  
  • Track GPS locations if required to log the physical location

5. Logs

Creating a log is a fairly simple use case for a form. Logs typically are in the format of a table and people can log certain information, but most commonly are seen with companies that need to log work milestones, like keeping track of time or materials.

Log forms vary in the type of information collected, including text and numbers, multimedia, date, time, location, and others. Using digital logs, companies can ensure that projects stay on time and data can be collected from a large number of people for reporting purposes.

6. Records

It’s very common that businesses need to create records. This can be for tracking a certain event, documenting specific actions that have occurred, or even for recording physical items.

When creating a record, forms can help to standardize the data that is being collected. This will depend on what type of record is being created, but most commonly text and number form fields are used to track specific details about the record and the date/time of the event.  

Companies may also use automated notifications that remind individuals when to generate records. For example, if a record needs to be generated every month for a certain action, calendar alerts for the future can be set up when logging a record. 

One familiar example is creating a customer record for a CRM system. Companies create a customer record form to intake information about a customer or update existing information about a customer. The form builders often integrate directly into the customer relationship management (CRM) systems so that companies can use these forms to update and maintain records seamlessly.

7. Checklists

Checklists are widely used in different industries as forms to collect information. The simple nature of a checklist allows people to select from a multiple-choice checkbox item or a single checkbox item. Many times these will use the required field option so that every checkbox requires you to select an answer before you can submit it.

Inspections will frequently use checklists so employees can certify that a long list of items has been inspected. This is another example where conditional logic is particularly useful, giving people the ability to request additional information on the form depending on the check box response.

Should I use templates or state with a new form?

After reading this article, you can see how forms can go in many different directions and there are endless ways to customize the information that’s collected. Many people find that it’s helpful to start from a pre-built template and then customize the form to fit your specific needs. Other people prefer to start totally from scratch, so there is really no right or wrong answer to the question. At GoCanvas, our form builder provides a great deal of flexibility to fit all of your form-building needs and we have an extensive library of templates to help you get started.

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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…

Read the blog
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…

see for yourself
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…

read their story

Connect with an Expert Today.

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

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Three Mobile Forms That Every Commercial Paving Company Needs to Have

Posted on by Danny Kanev

Three Mobile Forms That Every Commercial Paving Company Needs to Have

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Paving Over Your Inefficiencies

Whether it be commercial, private or infrastructure based – the construction industry continues to grow along with the size of projects. And as the scale and complexity of construction projects continue to increase, the need for efficient document/data management has become critical to the success of any given construction project.

This is the primary reason today that you see many of the top tier construction companies ($100M+ revenue) moving towards ‘enterprise’ construction software, and removing paper-based documentation from their project sites.

But, what about the small and mid-sized firms? And what about the contractors who support these firms and their projects? In many cases, this group is the lifeblood of the Construction industry.

The issue? The majority of these firms are still collecting and sharing data the same way they did it 50+ years ago.

The reason? They feel like they can’t see the ROI in the multi-thousand dollar investment in an enterprise level solution. And this is the reason why GoCanvas was created.

With GoCanvas, you can now create a mobile form platform that fits your budget and data collection needs. This type of flexibility is perfect for people like Sandee Pierce,  Admin Director at Sierra National Asphalt, who was looking to streamline her crew’s daily reports and time sheets.

Sierra National Asphalt Increased Productivity by 50% – Read How

Since fully ditching their paperwork for GoCanvas, Sandee stated that Sierra National Asphalt loves GoCanvas because “Supervisors do not have to go to job sites to track down and collect time sheets (anymore). The reference data and validation tables have reduced the errors that previously caused corrections by the supervisors and office staff”. 

For small to mid-size construction contractors like Sandee Pierce, GoCanvas has become the go-to solution for companies looking to replace their outdated paper processes without blowing the budget.

Three Essential Mobile Forms for the Paving Industry

If your exploring going paperless with your daily operations process, we have the perfect forms for you!

The specific mobile forms below are handpicked for the Asphalt/Paving industry and are as simple as “Click and Submit” to use. But also keep in mind that all our mobile forms are completely customizable using the GoCanvas App Builder, and can easily be tweaked to fit your existing data collection processes! You can even change the entire look and feel of the output PDF report using the PDF Designer. 

Check out these three mobile forms:

None of these Paving mobile forms a perfect fit? No worries! We have over 20,000 mobile forms in our App Store to fit any use case and/or industry!

Alternative Ways to Go Paperless

For some businesses, their operations are so complex that starting from a mobile form template wouldn’t make sense.

In instances like this, GoCanvas has a special ‘white glove’ program called ‘Send Us Your Form’. This service allows you to scan and email a copy of the current form that you are using today, and we will convert it into a mobile version!

That means that you won’t have to search through our Application Store to find a mobile form that matches your existing process, or take the time to build it out from scratch using the App Builder. We take on the work of digitizing your current paper-based process for you!

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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…

Read the blog
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…

see for yourself
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…

read their story

Connect with an Expert Today.

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

Let’s Build A Plan Together

Boost Truck Fleet Efficiency and Profitability – 5 Ways Mobile Apps Can Help

Posted on by Danny Kanev

Boost Truck Fleet Efficiency and Profitability – 5 Ways Mobile Apps Can Help

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Mobile apps are designed to make everyday tasks more efficient. You can document and file car insurance claims directly from your phone in real-time, right at the scene of the accident. With a mobile boarding pass, you can bypass the ticketing counter at the airport and go straight to your gate. You can bank with an app, book hotels with an app, and order pizza with an app.

Now, motor carriers — and any businesses that employ trucks and drivers — can experience those efficiency gains regarding inspection reports. With mobile inspection apps, carriers and drivers can trade in the burden of paper forms for the ease of mobile forms and cloud-based data through their mobile devices. But those apps don’t only increase efficiency — they also drive additional revenue. Here’s how.

1. Eliminate Paper Forms While Increasing the Inspection Process  

When drivers and carriers enter information in mobile apps, that data is stored in the cloud. With reduced paper files, carriers can eliminate much of their physical storage including file cabinets and shelves. That means more space in the office, less clutter to work around, and an easier time accessing the information you need the minute you need it within your mobile application — especially if you’re pulled over for an inspection.

Cloud-based data storage can automate workflow and give owners and managers instant access to inspection documents, including work orders, inspection checklists, and audits and maintenance reports as soon as drivers complete them — regardless of where the driver is — providing accurate, up-to-date knowledge on all equipment.

In the short term, the benefits of those changes may seem marginal — but if you aim to grow your business, mobile technology, and a digital documentation system can help you scale efficiently and stay profitable as you expand.

We recommend creating invoices through our mobile app for Trucking Invoices for an easy way to keep track of your financials.

2. Increase Driver Compliance and Business Workflow 

Drivers already work up to 70 hours in an eight-day period. For carriers to be the most profitable, however, that time must be spent driving, not fulfilling peripheral duties like completing or filing paperwork. A mobile app on a smartphone or tablet can save time and increase convenience for both the carrier and the driver.

With paper forms, drivers must fill out duplicate information every time — like vehicle make, model, year, and DOT registration number. Mobile forms, however, may be pre-populated with this kind of information, saving the driver the headache of having to fill in that information time after time and reducing the chance that they’ll get sloppy and skip portions of the forms completely. Mobile forms can also require users to fill out one field before they are able to move to the next.

The time savings can equate to additional driving time (and revenue), and completing paperwork is a win for everyone when it comes to roadside inspections, traffic stops, and especially if your truck is involved in an accident.

3. Demonstrate Accountability in the Event of a Lawsuit

Even though large trucks represent only 2 percent of drivers, they’re involved in 11 percent of road fatalities. Driver error accounts for 87 percent of those accidents, and vehicle issues, such as brake problems, account for 10 percent.

If one of your trucks was involved in an accident tomorrow, would you have accurate, up-to-date information readily available to prove that your vehicles have been inspected, have received regular maintenance, and that your drivers meet all training and certification requirements?

This kind of information can be vital at the site of a crash and may be able to help exonerate your company of any alleged wrongdoing in the event of a liability suit or lawsuit.

4. Increase CSA and SMS Compliance to Enhance Your Company’s Functionality

The law requires truck fleet owners to keep records of hazardous material carriage, vehicle inspections, driver records, health management, and more. The penalties for failing to do so can be steep — ranging from fines to termination as a business entity.

Companies that don’t keep maintain the required documentation pay out millions of dollars each year. Recordkeeping violations, for example, can carry a fine of up to $1,100 per day while the violation continues, up to $11,000. Hazmat fines can stack up to $75,000 per violation.

If drivers receive a serious violation during a roadside inspection, their trucks can be placed out of service (OOS) — taking them completely off the road until the violation is remedied. And that can be an expensive delay, considering you’re losing revenue for every hour the truck is sidelined.

You also have to consider the broader impact on your business. The public can see carriers’ violations and fines on the Federal Motor Carrier Safety Administration (EFMCSA) website and too many penalties against your company could cause your customers to take their business elsewhere. Using a mobile app to keep updated, accurate, and accessible records can help you avoid those penalties and keep your business profitable.

5. Improve Overall Driver Fleet Management

Drivers are expected to carry and manage a long list of documents — including a driver’s license, medical examiner’s certificate, a driver’s record of duty status, documentation of an annual inspection, hazardous materials paperwork, and permit credentials.

Rather than maintaining these documents on paper, a mobile app can streamline the process, helping drivers and carriers become more efficient. On a grander scale, that can help your company become more competitive and continue to attract drivers that will stay compliant and drive profitability.

Utilize GoCanvas for Your Own Mobile Inspection App

Paper forms aren’t just inconvenient. Relying on paper forms can open your truck fleet up to fines, lawsuits, and downtime. Learn more about how mobile inspection apps can benefit your business in the interactive eBook, “4 Ways Mobile Inspection Forms Can Keep Your Trucks on the Road.”Then get started by trying out GoCanvas free (no credit card or contract required). We’ll help you create your first app, whether it’s for regular inspections, maintenance logs, or managing documentation.

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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.

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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.

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How Checklists Can Boost the Performance of Retail Businesses

Posted on by Danny Kanev

How Checklists Can Boost the Performance of Retail Businesses

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The Problems with Retail Today

The retail industry is much more complex then it seems to the outside world. The ability to efficiently manage a mid to large scale retail business in today’s marketplace is almost impossible if you don’t have the right tools. Luckily for business owners in this industry, the current tech boom has led to a variety of tools and platforms that allow for the quick collection and analysis of data in mere seconds. 

So what’s the problem?

Many retail business find themselves in situations where they either can’t afford to invest in high priced pieces of software, have staff that don’t embrace mobile technology, or are afraid of changing their internal processes after decades of doing things a certain way. A combination of all three of these factors is usually why a retail business will recognize that things aren’t running as efficiently as it should be, but don’t do anything about it. 

Embracing The Future of Retail Business

The key to truely embracing technology within your business is to select a platform that compliments and enhances what you are doing today. 

Canvas mobile checklist

In the Retail Industry, this means selecting a platform that helps increase your daily visibilty into the operations of your business. By selecting a solution that helps reduce the time you spend walking around checking up on things or waiting on reports to be generated, you are instantly recouping hundreds of hours every month that can be refocused on other areas of your business that need improvement.

Also, what would happen if you were able to receive a real-time report after every failed checklist? It would mean that issues would no longer go unnoticed or unresolved for days, weeks, or even months at a time. A single small issue doesn’t snowball into many big issues. And with real-time data reporting, you are able to make proactive decisions within your retail business that can have a huge impact on your employees’ productivity. 

Mobile Forms for Retail Business

The easist, most efficient way to get started with technology in your retail business is to analyze the different parts of your organization and identify which are most involved in data collection. The reason being is that these areas involve the most paperwork and employee time, and are most likely to be dramatically affected if a mobile data collection solution is implemented. That is why implementing mobile checklists with GoCanvas is one of the most popular ways for retail businesses to go paperless. 

GoCanvas offers a variety of mobile retail checklists that cover everything from retail store audits, cleaning checklists, daily store opening/closing checklists, and more! 

Canvas Mobile checklists

The best part about implementing the GoCanvas platform to your retail employees is that there is no IT involved,  zero coding, and is something easy for you to manage on a daily basis. When your business uses GoCanvas, it instantly allows you to convert your outdated paper processes into mobile checklists. This eliminates the need for all manual reporting on the backend since all the data collected with GoCanvas is instantly uploaded to the cloud and available for review. And since all reports can be sent to you in real-time, business decisions can be made immediately and without hesitation. 

Additional benefits and features for retail businesses include:

  • Field requirements to ensure that employees always complete their checklists
  • GPS and Image Capture allow employees to create incredibly detailed reports
  • Dropdown lists and checkboxes allow for the quick capture of accurate information
  • Schedule, assign, and manage 100’s of tasks with the Dispatch Calendar
  • GoCanvas Workflow allows for the creation of custom report approvals from employee to supervisor
  • And much more!

Mobile checklists aren’t the only form that will help improve your efficiency. Check out the basic order form app today!

Interested in learning more on how GoCanvas can give your retail business an edge in the marketplace? Click the button below!

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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.

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

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