Jobsite Management Magic: Pro-Techs Surfacing Sees Year-Over-Year Growth and Slashes Billing Delays by 2 Weeks
Pro-Techs Surfacing specializes in rubber playground surface installations across the U.S. According to Lead Installation Manager Eric Byrd, Pro-Techs Surfacing experienced significant operational improvements and business growth by leveraging GoCanvas for jobsite management.
Pro-Techs Surfacing installs rubber playground surfaces nationwide, handling both new construction and existing site updates. The team is composed of installers, office staff, and numerous subcontractors working on a multitude of different projects. To streamline operations and improve efficiency, Eric sought a solution to manage work orders, inspections, and overall jobsite documentation.
Highlights
- Better jobsite management
- Increased site inspections
- Reduced payment turnaround
- Improved customer communication
- Enhanced data analysis
Pro-Techs Surfacing’s paper-based system for work orders and inspections was inefficient, leading to delays and miscommunications. This process required physical folders to be returned to the office before billing could occur, causing a significant lag in accounts receivables. In addition, inconsistencies in documentation often resulted in costly rework trips to job sites.
Challenges:
- Inefficient paper-based documentation
- Delays in accounts receivables registration
- Miscommunication leading to rework
- Lack of professional documentation for customers
In 2018, Eric implemented GoCanvas to digitize the company’s documentation process, citing the GoCanvas platform’s simplicity and reliability as key factors in the decision. With GoCanvas, Eric created various forms such as job information sheets, site inspections, OSHA injury reports, and incident reports that allowed field workers and subcontractors to submit detailed and professional documentation directly from their mobile devices.
Key features:
- Digital forms for work orders and inspections
- Integration with Quickbase for seamless data flow
- Real-time form submission from the field
- Consistent and user-friendly interface
The adoption of GoCanvas resulted in significant improvements in operational efficiency and customer satisfaction, including:
- Better jobsite management: Thousands of forms from every jobsite have been digitized, and insights have been drawn from the data.
- Increased site inspections: Over 900 site inspections have been completed using GoCanvas.
- Reduced payment turnaround: The time required to register receivables was reduced by up to two weeks, accelerating the company’s cash flow.
- Improved customer communication: Clients receive professional, detailed reports with embedded photos, enhancing transparency and trust.
- Enhanced data analysis: With all data flowing into Quickbase, the company can perform quantitative analyses and make accurate forecasts based on historical information.
“GoCanvas’s jobsite management solution was paramount to our success in completing more jobs year over year.” – Eric Byrd, Lead Installation Manager
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