Free Template for Roofing Certificate of Completion

Free Template for Roofing Certificate of Completion

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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.

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.

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 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.

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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Free Construction Change Order Forms and Templates

Free Construction Change Order Forms and Templates

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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.

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.

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.

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.

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.

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

 

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

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

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

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

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.

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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Pre-Trip Inspection Forms – Examples and Templates

Pre-Trip Inspection Forms – Examples and Templates

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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.

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)

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. 

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 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 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 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.

Sources:

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.

About GoCanvas

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

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7 Examples of Creating Forms & How to Craft Your Own

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.

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.

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. 

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.

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.

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

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.

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.

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.

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.

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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Form Builders and Templates – What You Need to Know

Form Builders and Templates – What You Need to Know

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Forms can be complex and many times they can be more nuanced than you might expect. But with properly designed layouts, you can improve workflows, facilitate automation, and enable your business to customize and enhance its data collection practices. Continue reading this blog post for:

  • Information about forms
  • A summary of different types of forms on the market today
  • Examples of industry use cases for forms

A form is a tool that has fields where individuals can write text or select from various options. The end use of forms can vary significantly, but most often they function to register for something, fill out a statement, create a request, or submit an order.

Forms may also be multi-purpose by design, and they can even lead end-users to different outcomes based on how they respond to the form fields.  While most forms are provided blank, some form designers may also leverage placeholder content in digital forms that can prompt users to provide certain types of data.

Forms can also have advanced features like dynamically populating content using data that is being referenced from a database, often referred to as reference data. Reference data can help pre-populate form fields, simplifying the process for people filling out the form by leveraging data that is already known.

The benefit of using forms to collect data is that they help to make data consistent and uniform for storing, processing, and analyzing the data. One common example of using forms is when businesses need to collect data from their customers to store inside a Customer Relationship Management (CRM) system.

Integrating the form with the CRM database allows a business to dynamically populate the form fields based on the data they already have from the customer. It then allows them to collect a standard set of data fields from customers, ensuring that they are bringing in consistent and standard data that can be used when creating reports and performing analysis.

There are different types of form builders available to the market today. Some of these form-building tools have more niche-specific uses, while others have a broad set of use cases. Here’s a quick overview of some of the different form builders on the market today:

Mobile app forms are specialized forms that function as mobile apps. GoCanvas is a leading firm in developing mobile app forms for data collection and sharing. Users can access the form builder to create custom apps that can be used on tablets and smartphones or through a desktop app available on Windows and Apple computers. 

The data from these forms is stored in the cloud and it can help businesses reduce their paper usage. The functional capabilities of GoCanvas apps include GPS location capture, photos, custom form fields, signature capture, and reference data, among others. Users can share form submissions through a .csv file or a PDF report. 

GoCanvas also integrates with a wide range of platforms, including Quickbooks, Salesforce, Dropbox, Google Drive, PulseM, Netsuite, Zendesk, and much more. Through Zapier, GoCanvas can integrate with over 3,000 apps to automate workflows and increase workplace productivity.

There are countless WordPress plugins available that form writers can use to develop and deploy forms accessible from websites. Some of the most popular ones include Gravity Forms, Formidable Forms, WPForms, Jetpack Forms, and others. These form builders are drag-and-drop plugins that are dynamic in their applications. It is relatively easy to embed these forms directly into websites designed on the WordPress CMS. 

Most often, people use these types of forms as a contact form, registration form, or marketing form to collect information for email marketing campaigns. These forms can also function as a submission tool for file uploads or a payment authorization tool that can integrate with PayPal or Stripe systems.

Form data collected through these plugins are typically accessible in various formats, including an online dashboard or exportable format through .csv or XML format. Users can customize these forms by using more advanced CSS or HTML code to define specific looks and functionality.

Most email marketing campaigns will use lead capture systems and CRMs for marketing and sales purposes. Some of the most well-known email marketing providers include Hubspot, Mailchimp, and Constant Contact – all of which have forms that can integrate with various types of websites, mobile apps, or through stand-alone systems.

In general, these forms are somewhat limited in their capabilities, although it is possible to automate workflows based on inputs and conditional logic. Most commonly, these types of forms are meant to collect basic information that can inform marketing and sales teams about interested customers or prospective customers.

Google Forms and SurveyMonkey are two popular tools for sending out free or low-cost surveys.  These types of forms can be built with conditional logic, automation, and other capabilities to collect data from groups of all sizes.

Reporting dashboards are also available in these platforms so that users can generate actionable and insightful data from results. Google Forms integrates directly with Google Sheets so that these forms can quickly aggregate data into a cloud-based Google Sheet.

Given the various types of form builders available to the market, it may be helpful to compare the different uses for each form builders we’ve covered in this article. Here’s a quick summary:

  • Mobile App Forms are helpful tools for businesses that require checklists, reports, data collection tools, evaluations, guidelines, and other tools for recording, reporting, or sharing information.
  • WordPress Plugins can be used in various use cases but are often deployed for contact capture purposes, as registration forms, contact forms, and other somewhat simplistic use cases. 
  • Email Marketing Forms are niche purpose forms, mostly related to capturing contact information for users. 
  • Survey tools are great for collecting responses from respondents and aggregating data into easy-to-understand insights such as charts and graphics. 

Nearly every industry today uses forms to improve its business processes and outcomes. Here are some of the innovative ways that companies are using mobile forms to streamline their operations:

  • Work orders for companies in the construction, repair, and improvement industry may be generated through a form builder to integrate with systems such as Quickbooks so that accounting departments can approve expenditures or authorize work quickly. 
  • Building inspection forms can utilize conditional logic and automation to rapidly dispatch the correct maintenance personnel depending on the nature of an issue during the inspection.
  • Estimate sheets can be used to help businesses to bid effectively on projects, using calculations that can be performed automatically through the form.
  • Time tracking can be automated for staff when companies may leverage GPS capabilities integrated into forms to ensure that inspectors are at the correct job site at the right time
  • Field service reports can streamline communications between workers and their offices, ultimately minimizing miscommunications and improving service outcomes. Field service technicians can use technical service orders to automatically request specialized service types while including pertinent details such as images of problem areas, GPS coordinates of where a problem is, and much more.
  • Forms for Human Resources departments to effectively track employees’ time, ensure proper training sessions are attended, or even authorize vacation and time-off requests with ease.
  • Compliance and safety management for organizations that need to comply with OSHA requirements. These companies use forms for inspection checklists to maintain employee health and safety by ensuring that facilities are in compliance and that proper safety inspections are occurring regularly.

Mobile apps and forms can make an impact on businesses of all types and sizes. If you are looking for other types of forms to use for your business, GoCanvas has done the work for you already – we have over 20,000 mobile app forms that are pre-built for many different industries and use cases to help you get started for free.

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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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.

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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.

Create your own Android mobile app with digitial signature capture in 5 minutes

Create your own Android mobile app with digitial signature capture in 5 minutes

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How to Build an App in 5 Minutes!

GoCanvas allows you to easily create your own apps for Android, iOS, and Windows PC.  Today, I wanted to walk through a quick and simple example of how to do this in 5 minutes. This app will allow you to capture a digital signature on your mobile device in just seconds. Below, you can see what the result looks like on Android mobile device.  We already have over 20,000 pre-built data collection mobile apps in our GoCanvas Application Store.  Each of these can be customized, but in this article we are focusing on how to create one from scratch that can capture digital signatures.

The goal of this article will be to walk through signing up for GoCanvas, building a simple mobile app which captures some simple information (first name and last name) and a digital signature, fill out the app on an Android device and view the results as a PDF document.

Step 1 – Sign up for GoCanvas

If you aren’t already a GoCanvas customer, sign up for free GoCanvas account.

Step 2 – Install GoCanvas

Once you sign up for GoCanvas you should receive an e-mail with a download link for your device.  If you didn’t get the email, you can go to https://www.gocanvas.com/m to download GoCanvas.

Step 3 – Login to the GoCanvas website using your desktop computer

Login to the GoCanvas website with your new login on your desktop computer to begin building your digital signature capture mobile app.

Step 4 – Build your GoCanvas signature capture application

On the ‘Apps’ tab in the GoCanvas website, click ‘Create New App’.  Below, you’ll see the button to click inside the blue box:

Enter a name for the new app, let’s call it “Sample Signature Capture.”  Click ‘Save and launch app builder’.

Drag a ‘Signature’ control from the left-hand palette.  In the popup for the text input, enter ‘Please sign your name’.

The outline of your ‘Sample Signature Capture’ GoCanvas mobile application should look like the below screenshot.

To add additional fields to your new signature app drag a ‘Text box’ from the left-hand palette.  In the popup for the text box, enter ‘First Name’. Drag another ‘Text Box’ control from the right-hand palette. In the popup for the text input, enter ‘Last Name’.

Step 5 – Save and publish your GoCanvas signature capture application

At the top of the GoCanvas app builder, click ‘Save’ and select ‘Save and publish’.  Once the GoCanvas app builder has finished saving, you will be prompted what users should have access to the new application.  Make sure to check your login and click ‘Publish’.

Step 6 – Start GoCanvas on your Android and login

Start GoCanvas on your Android device and log in using your e-mail and password that you registered with.

Step 7 – Fill out the ‘Sample Signature Capture’ app

Fill out the ‘Sample Signature Capture’  mobile app and once done, click ‘Yes’ to upload your submission.

Click on the signature field, and sign with your finger or stylist.

After the signature is captured you will see the box turn green as shown below.

Step 8 – View your data online

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

Wrap Up

Hopefully the above example demonstrated how easy it is to go paperless with GoCanvas.  All of the applications created with GoCanvas work across all of the mobile devices we support. These include Android, Windows PC, iPhone and iPad. You can get rid of filing and data entry and save your business time and money.

Interested in learning more about how you can automate your data collection? Visit our Tour Page and sign up for your FREE FOREVER account of GoCanvas 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.

Three Mobile Forms That Every Commercial Paving Company Needs to Have

Three Mobile Forms That Every Commercial Paving Company Needs to Have

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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.



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.

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. 

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!

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!

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.

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

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.

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.

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.

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.

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.

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.

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.

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 Checklists Can Boost the Performance of Retail Businesses

How Checklists Can Boost the Performance of Retail Businesses

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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. 

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. 

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!

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.

3 Ways to Create a Mobile Work Order Form in Under 10 Minutes

3 Ways to Create a Mobile Work Order Form in Under 10 Minutes

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Choose a template

The secret to setting up the right mobile platform for your business is not by searching for the cheapest tool, but finding the one that you are able to customize, deploy, and manage yourself without the need of IT. This is why more and more companies from the Construction, Inspection, and Field Service industries are choosing GoCanvas for mobile construction work order and document management.

Still wondering if your business should make the switch to mobile work orders? Take a look at some of these stats from our clients in the Construction industry:

  • 45% of clients use GoCanvas for mobile work orders
  • 72%% of clients reported dramatic improvements in the speed of data collection and reporting
  • 78% of clients increased the productivity of their business by 10-19%+

The reason that close to 75% of GoCanvas users are able to build their first mobile form in less than a day is because of our code-free form builder and template library.

Another option is choosing one of the pre-made mobile work order forms in our Application Store of over 30,000 industry and use-case specific templates. This allows you to take your time as you find the right work order that matches your industry and use case. The best part is that you can download as many templates as you wish, test them out, and even customize them using the GoCanvas App Builder to make sure they are perfect. This option is perfect for people who don’t want start from scratch but also want to be hands-on as they build out the mobile platform for their business.

Canvas Mobile Form Builder

The last option (but best in my opinion) is to create a custom work order using the drag-and-drop, no-code builder.

This option gives you the ability to customize everything from the features, user experience, and the reports of your work order. You are able to make the work order as simple as a two screen mobile form with simple data entry fields to as complex as a 15 screen mobile form with automated calculations and conditional fields. This option allows you create a data collection experience that matches the specific job or project that your employees are undertaking.

The best part about all of these options is that there is NOT a huge time or cost investment. Your business is able to design, create, and deploy a mobile platform under a week without the need for involving IT or outside consulting services. This is ideal for any company who is looking for a boost in productivity but is afraid of investing large amounts of time and money in technology.

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.

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