Work Smarter, Not Harder: How Integrations Revolutionize Your Workflow

Work Smarter, Not Harder: How Integrations Revolutionize Your Workflow

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When running a business, the last thing you want is for your team to waste hours on repetitive tasks or manual data entry. With integrations, you can connect your tools, automate workflows, and give your team the freedom to focus on what truly matters—growing your business.

Integrations with platforms like GoCanvas® transform your data into actionable insights, enabling smoother processes and faster results. Let’s explore how integrations can revolutionize your workflow and help your team work smarter, not harder.

What Are Integrations, and Why Do They Matter?

Integrations are the digital bridges that connect your favorite business tools, enabling seamless data sharing among them. Instead of manually transferring data from one system to another, integrations automate the process, ensuring accuracy and speed.

For example, when field data is captured in GoCanvas, integrations can automatically send that information to an invoicing tool, a project management platform, or even to a reporting dashboard. This ensures that all your systems are up to date without requiring extra effort from your team.

Key Benefits of Integrations

  • Eliminate Repetitive Tasks
    Repetitive data entry is not only time-consuming but also prone to errors. Integrations automate data entry tasks, ensuring accuracy while freeing your team to focus on higher-value activities.
  • Improve Team Communication
    With integrations, everyone stays on the same page. Automatic updates sync across systems, allowing field and office teams to share real-time data effortlessly.
  • Accelerate Billing Cycles
    Field data can instantly flow into your billing system, speeding up invoicing and ensuring faster payments. Say goodbye to delayed payments caused by manual entry errors.
  • Reduce Operational Costs
    By connecting tools, you eliminate redundant systems and processes, streamlining operations and cutting costs.
  • Enable Scalability
    As your business grows, integrations allow your tech stack to grow with it. You can connect GoCanvas to over 1,000 tools, customizing workflows to fit your evolving needs.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

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How GoCanvas Integrations Work

Integrations with GoCanvas are designed to be simple and effective. Here’s how they can work for you:

  • Seamless Synchronization
    Effortlessly connect your systems by updating employee data, projects, price books, inventory, and more, while sharing real-time information both ways.
  • Streamlined Workflows
    Automate processes across platforms to ensure approvals, sign-offs, and notifications happen smoothly and on time.
  • Rich Data Sharing
    Extract and deliver data with ease, whether you’re sending PDFs to systems or sharing photos and videos with the right people.
  • Dynamic Task Management
    Assign tasks directly from your scheduling system to the right team members, with the flexibility to reassign as needed to keep things moving.

Ready to revolutionize your workflow? Explore our integrations page today to see how you can connect your tools and work smarter, not harder.

Real-World Example: Two Men and a Truck Enhances Operations with Integrations

Two Men and a Truck, a leading moving company, transformed its workflow by integrating GoCanvas with its customer management system (CMS).

The Challenge

Before GoCanvas, the company relied on paper-based processes that caused delays and inefficiencies. Damage claims often took up to a week to process, frustrating customers and slowing operations.

The Solution

By digitizing its forms with GoCanvas and integrating with its CMS, Two Men and a Truck automated data flow and reduced manual entry. Customer information was pre-populated on forms, ensuring accuracy and streamlining processes.

The Results

  • Faster response times for customer claims.
  • Enhanced data visibility for better decision-making.
  • Improved customer satisfaction thanks to reduced delays and errors.

Want to learn more? Read the full story here.

Take the Next Step

GoCanvas integrations enable you to do more with your data, reduce busywork, and improve team productivity. Whether you’re looking to streamline billing, enhance communication, or scale your operations, integrations can help you achieve your goals.

Current customers: Contact your account rep for details about how to maximize GoCanvas integrations for your business.

New to GoCanvas? Check out our Integrations webpage or connect with a product expert to explore how GoCanvas integrations can elevate your operations and take your business to the next level.

About GoCanvas

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

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

Check out even more resources

Two people in an office looking at a tablet.

Improving Your Operations with Field Service Management Software

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Streamlining Construction Projects with Work Orders Apps

Streamlining Construction Projects with Work Orders Apps

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In the archives of construction history, from the grandeur of the Great Wall of China to modern skyscrapers, one thing remains constant: the need for precise coordination and efficient project management. Today, as digital technologies continue to revolutionize industries, work order apps emerge as the conductor orchestrating seamless construction operations.

The Role of Work Orders Apps in Construction Management

Work order apps have evolved into indispensable tools for modern construction management. They offer a comprehensive solution for task allocation, progress tracking, resource management, and communication. With real-time data accessibility, these apps enhance efficiency and productivity while fostering transparency and collaboration across project stakeholders.

Enhancing Efficiency and Productivity

At the core of construction management lies the intricate dance of scheduling tasks, managing resources, and ensuring timely completion. Work order apps streamline this process by centralizing task allocation, providing visibility into project progress, and facilitating communication among teams. By digitizing workflows, construction managers can navigate complex projects with ease, reducing delays and maximizing productivity.

Fostering Collaboration and Transparency

Effective communication is the cornerstone of successful construction projects. Work order apps act as communication hubs, enabling seamless interaction among project stakeholders. Whether it’s updating task statuses, sharing documents, or resolving issues in real-time, these apps ensure everyone is on the same page. This transparency not only enhances collaboration but also instills confidence in project stakeholders, leading to smoother project execution.

Protect people, assets, quality, and compliance ― all in one solution.

Step-by-Step Guide to Streamlining Construction Projects with Work Orders Apps

Transitioning from traditional methods to digital workflows requires a strategic approach:

  • Assess Needs: Identify operational bottlenecks and assess the need for digital transformation.
  • Select the Right App: Choose an app aligned with your requirements, focusing on usability, customization, and scalability.
  • Implementation Strategy: Develop a phased implementation plan with comprehensive training to ensure user proficiency and maximize adoption rates.

Integration of work order apps heralds a new era of efficiency and productivity in construction management, translating into tangible time and cost savings.

Assessing Operational Bottlenecks

Before diving into work order apps, it’s crucial to identify the pain points in your current construction management processes. Are there inefficiencies in task allocation? Is communication fragmented across different channels? By conducting a thorough assessment, you can pinpoint areas ripe for improvement and tailor your digital transformation strategy accordingly.

Choosing the Right App

Not all work order apps are created equal. When selecting an app for your construction projects, consider factors such as ease of use, customization options, integration capabilities, and scalability. A one-size-fits-all approach rarely yields optimal results. Instead, prioritize apps that align with your specific needs and workflows, ensuring seamless adoption and maximum ROI.

Implementing a Phased Approach

Rome wasn’t built in a day, and neither is a digital transformation. To mitigate disruption and ensure smooth adoption, roll out work order apps in phases. Start with a pilot project or department, gather feedback, and refine your approach before scaling up. Comprehensive training and ongoing support are essential to equip your team with the skills and confidence needed to embrace the new digital tools.

Maximizing the Benefits of Work Orders Apps in Construction

Unlock the full potential of work order apps with these best practices:

  • User-Friendly Interface: Opt for apps with intuitive interfaces to facilitate quick adoption.
  • Integration with Existing Systems: Ensure seamless data flow by integrating apps with existing business systems.
  • Real-Time Tracking and Notifications: Leverage features like real-time tracking and automatic notifications to keep stakeholders informed and projects on track.

Understanding the Basics of Construction Management Software (CMS)

Construction Management Software (CMS) serves as a powerful tool in modern construction projects, offering features such as project scheduling, document management, resource allocation, budgeting, quality control, and real-time collaboration.

The Role of Construction Scheduling Apps in Streamlining Projects

Construction scheduling apps streamline project planning, workforce management, and forecasting, leading to improved efficiency and cost-effectiveness.

The Impact of Project Tracking in Construction Management

Project tracking is vital for ensuring schedule adherence and cost-effectiveness in construction projects. Work order apps facilitate project tracking, enhancing construction project management efficiency.

The Digital Revolution in Construction

Work order apps are revolutionizing construction project management by enhancing efficiency, communication, and tracking capabilities. Embracing these digital tools empowers construction professionals to navigate project complexities and drive innovation in the industry.

Ready to experience the transformative power of work order apps in your construction projects? Connect with a GoCanvas expert today to schedule a personalized demo and start streamlining your operations for success!

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…

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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

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Connect with an Expert Today.

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

Efficiency in Construction: How to Achieve Zero Rework

Efficiency in Construction: How to Achieve Zero Rework

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Rework in construction can feel like chasing your tail—a costly cycle of fixing mistakes that should’ve never happened. Beyond the direct costs, this loop of correcting errors eats into thin margins and extends schedules to their limits. Achieving zero rework—a.k.a. doing the job right the first time—doesn’t just save money, it builds customer trust and frees up resources for new growth opportunities. Think of it not just as a defensive play to avoid rework but as an offensive strategy to maximize time, money, and goodwill.Traditional manual processes and paper records are speed bumps on the road to zero rework. But with construction management software, zero rework becomes a realistic goal. This technology helps construction company owners, contractors, and site managers finish projects on time, within budget, and at the highest-quality standards. Ultimately, construction management software separates proactive construction professionals who tackle today’s challenges with a focus on future expansion from those who are reactive and take their chances with the tools of yesterday.

How Construction Management Software Reduces Rework

Miscommunication, planning oversights, and disjointed task management are notorious for triggering the dreaded rework cycle. Construction management software is designed to tackle these root causes head-on. Rather than changing your approach to project management, this technology focuses on ensuring accuracy and coherence from the start by aligning every phase of the construction process and setting a foundation for success without setbacks. The immediate benefit is the reduction in direct costs, while the more significant value is the boost in your reputation for quality and reliability, which will lead to more referrals and repeat business. This is crucial because acquiring new customers is always more expensive than retaining your existing ones.

Real-Time Communication and Collaboration

Success in construction depends on flawless communication. Construction management software eliminates the potential for miscommunication by enabling immediate sharing of updates and critical data. Streamlining how information flows between team members addresses the root causes of misunderstandings that often create costly rework. Whether in the office or on the ground, construction software keeps every stakeholder fully in the loop. A constant, transparent exchange of information ensures that projects move forward smoothly and each team member works from the latest and most accurate data.

Accurate and Efficient Planning

The foundation of any project’s success is in its planning phase. With construction management software, planning becomes both an art and a science that balances precise schedules and anticipatory problem-solving. By integrating advanced forecasting tools and analytics, construction management software allows teams to visualize the entire project life cycle, forecast challenges, and adjust plans in real time. Every decision is informed and every action is strategic, which minimizes the risk of errors that could lead to rework and delays. When you zero in on the issues that typically lead to rework, you’re essentially paving a clear path that positively impacts every aspect of the project from start to finish. With this kind of strategic planning, projects run smoothly and clients are kept happy.

Protect people, assets, quality, and compliance ― all in one solution.

Enhancing Efficiency in Construction With Software

Introducing construction management software into the workflow makes every process more efficient and every outcome more effective. This technology gives teams the tools they need to streamline their operations, from the initial planning stages to the final touches. With it, projects are more likely to finish on time and within budget, surpassing initial expectations. When every member of the team has access to the information they need when they need it, this reduces the time spent on tasks that can be automated. The result is projects that are not only completed with fewer mistakes but also with a level of quality and efficiency that positions your company as a leader, attracts new clients, and drives new opportunities.

Streamlining Processes and Workflow

Integrating construction management software streamlines daily operations by automating routine tasks that are often sources of inefficiency and errors. Whether you’re automating updates, managing invoices, or tracking on-site hours, this software standardizes processes and ensures uniform adherence to protocols across the team. Such consistency keeps projects moving smoothly and directly toward the company’s goals. Additionally, construction management software centralizes all project information, serving as a single source of truth for the team that simplifies staying on track with project objectives, cuts down on data disarray, and significantly reduces errors that lead to rework. By streamlining tasks and centralizing data, the software enhances project flow and efficiency throughout the project life cycle.

Data-Driven Decision-Making

Construction management software eliminates reliance on guesswork or fragmented data for critical decisions. Equipped with advanced data analytics, it converts project data into clear, actionable insights that guides teams toward evidence-based decisions. This data-driven approach reduces rework risks and refines project management processes. It enables proactive management by optimizing resources and anticipating delays, thereby ensuring issues are resolved early and efficiency opportunities are captured. The result is a boost in project performance, with decisions directly contributing to measurable success.

Your Blueprint for Zero Rework and New Businesses Opportunities

Zero rework isn’t just an operational goal—it’s a strategic advantage. With construction management software as your ally, you’re not only mitigating costly errors but also enhancing your company’s market position. This technology revolutionizes planning, improves team collaboration, and supports data-driven decision-making, ultimately setting new standards for industry success.

Moving forward in an industry as competitive as construction means setting the pace. Don’t let the cycle of rework drain your resources and elongate your timelines, discover how GoCanvas can transform your construction projects from standard to standout.

Connect with a GoCanvas expert for a demo today and start paving your path to a future where every project is a benchmark of efficiency and excellence.

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

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Connect with an Expert Today.

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

Should You Connect Field Service Management Software with QuickBooks?

field service software

Should You Connect Field Service Management Software with QuickBooks?

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Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service management software works with your existing tools, for things like your accounting system. This article explains how field service management software can work in sync with an accounting system, like QuickBooks.

Accounting software is one of the most popular tools in place, ensuring that businesses maintain a proper balance sheet and process payroll on time. Tools like Quickbooks are widely used by organizations to serve all of their accounting needs with software.

Field service management software is another popular category of software, often used to replace the paper forms, documents, or spreadsheets that are used in the field to capture data. By digitizing information using mobile forms and apps, field service organizations are able to streamline their operations and boost productivity by automating how data is collected and shared. 

Field service management software, like GoCanvas, and accounting software like QuickBooks, offer businesses of all sizes powerful tools to enable their operations. Cloud-based technology has become easier than ever to connect using APIs and integrations to sync data in real-time between systems. This means that field service management software can fit neatly into your company’s existing processes and share data instantly from the field, to the office, and to any other stakeholders that need the information.

As a leader in field service management software tools, GoCanvas provides an easy-to-use platform for mobile data collection and reporting. Our platform is designed to integrate with many of the tools your business already has in place, including QuickBooks. 

  • For QuickBooks Desktop: Our out-of-the-box solution, the GoCanvas Quickbooks Connector, integrates with the desktop version of Quickbooks.
  • For QuickBooks Online: Our professional services team can help you integrate your GoCanvas apps with Quickbooks Online.
  • For Zapier Customers: You may also be able to integrate GoCanvas with Quickbooks online through Zapier. Zapier is a third party service that allows their customers to connect different cloud-based services to one another to automate more of the tedious day-to-day tasks that they might be doing manually. 

You may be wondering if it makes sense for your business to connect accounting software data with data from a field service management tool like GoCanvas. Here are the top reasons for leveraging an integration:

Field service management software empowers your workers in the field to do their jobs easily from a mobile device or tablet. An integration makes this even more powerful by enriching forms with existing information that you already have in your accounting system.

For example, you may need accurate pricing information available to technicians in the field in real-time. Instead of relying on out-dated pricing information or manually jumping between different tools to find what’s needed, all of this information can be synced using an integration.

In this example, you can use real price data from QuickBooks for parts and materials inside your GoCanvas forms to create the proper totals on your customer charge documents. By connecting these systems, data is automatically synced in real-time, meaning you always have accurating pricing information available directly in your FSM solution.

There are many ways to enrich information in the field, including things like pre-populating forms with known information like customer records and project data, helping to cut down on the time it takes to fill out forms in the field. Consider the time-savings and productivity gains, and you can see how it makes sense to enrich information in the field, whenever possible.

One of the main benefits of field service management software is the ability to rapidly collect data from the field and have it sync back to the office for more streamlined operations. Taking this a step further, a data integration can help to ensure that data from the field is automatically connected to the other tools that are used. This eliminates the need for manual data entry and cuts down on the time it takes to process information.

For example, you may need to accurately track inventory based on what has been used by your employees in the field and on job sites. With GoCanvas for FSM, you can track inventory based on real submission data and have it automatically update the inventory quantities in QuickBooks. This will simplify workflows and ensure that data is up to date and consistent across systems.

Cloud-based tools are designed to increase productivity for businesses, meaning that automation is a key reason for implementing these tools in the first place. One way to scale your business is by creating automated workflows that kick off one task, once another task has been completed. This involves no extra work from your team, meaning they can spend less time on busy work and more time on high value tasks.

For example, you may need to create an invoice once work has been completed in the field. With GoCanvas for FSM, you can set up an automatic invoice creation workflow that will save your accountant the hassle of manually entering invoices into QuickBooks. While these digital processes may take some time upfront to set up, there is significant benefit to your business. We have covered how it benefits your employees’ productivity, but the other key benefit is to your customers and their experience. By moving the customer experience to digital interactions that are connected, you provide a seamless digital experience for your customers that makes it easy for them to do business with you. 

To learn more about GoCanvas for field service management and how we can integrate with QuickBooks, contact our team here and we can set up a time to answer any questions you may have about technology to scale your business. If you already have GoCanvas or want to learn more about our integrations, check out this resource on our website and additional documentation here.

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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Improving Your Operations with Field Service Management Software

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Person in safety vest smiling.

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

Connect with an Expert Today.

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

How 10 Companies Used Digital Transformation to Improve Workflow with GoCanvas

How 10 Companies Used Digital Transformation to Improve Workflow with GoCanvas

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Businesses everywhere want to know how they can save time and money. Today, the internet is full of stories about how going paperless is great for business. It cuts down the cost of paper, ink, printing supplies, and the shocking cost of storage.Digitizing business processes is one way to achieve this goal—and it’s something that more and more companies are doing. Here are 10 use cases about businesses that have undergone digital transformations to improve their workflows with GoCanvas:

The Austin Company, a US-based international firm, offers architectural, engineering, design-build, and construction management services. The company has a rich history, with more than 135 years of experience in serving clients in diverse industries. Their dedication to both to safety and quality has led to rigorous inspections.

However, paper forms were making inspections go longer, creating room for human error, and making document management a pain. It also took more time for the inspections to reach the office because forms had to be mailed, returning days later.

Today, they have optimized their inspection time by having employees fill out their inspections on smartphones and tablets. Charlie Engel, Austin’s Director of QA/QC, finds inspections today taking only 15 minutes. By implementing paperless solutions, inspectors spend less time on forms, and more time creating lasting projects.

Sabi Sand Wildtuin is a private game reserve in South Africa. Like many other reserves and national parks, they have struggled with illegal rhino poaching. In 2013 1,004 rhinos were illegally killed. As demand for rhino horn rises in South Asia, it’s become harder and harder to protect these endangered animals.

Sabi Sand was trying to track rhino poaching on their reserves. However, using a clipboard, pen, and paper was causing additional problems. It was difficult to map out where poaching was occurring, time-consuming to transfer to their database, and too slow to match the poachers’ attacks on their reserve.

Sabi Sand became part of the GoCanvas Ante-Up program, where GoCanvas donates our product to non-profits. We gave Sabi Sand 17 Android devices and a free GoCanvas subscription to help their paperless transition. Today, they can easily capture photos and document the location where they find poacher’s tracks as well as where the rhinos are being killed with the help of one digital technology database. With all the documentation available immediately in the cloud, Sabi Sand can see where there are weak points in their reserve and how to protect their rhino population that same day.

Newcastle-based Plumbing Doctors were finding administrative complications with paper. They were scheduling jobs for their 11 plumbers. While some jobs were scheduled in advance, emergencies would also come up, requiring immediate attention. On top of that, each job required four different forms to be filled out. Not only did this document management process make each job take longer, but it also required more work back at the office.

The Plumbing Doctor’s team has ditched paper for a more effective digital transformation strategy, mobile apps. They focus on responding to emergencies and growing their business instead of paperwork. As a result, their team has been more efficient,and they’ve found real cost savings as well. “We’ve saved around $40,000 on employing an admin officer.” Managing Director Joe Evers said, “We control our business with only three full-time office staff which is unheard of in the industry.”

Smile Bright Dental is a dental practice in an outer suburb of Brisbane, Australia. Looking to not only cut their carbon footprint but also their costs, they looked for a mobile app to help take down client information, and skip paper entirely.

They found GoCanvas, “it was extremely easy to set up all the forms” Stacey Sinclair, Office Manager of Smile Bright Dental said. Any updates as well are easy to share with the entire office. “It automatically syncs with all of the iPads in the practice so everyone in the practice is using the exact same forms.” Stacey said.

Going paperless has also allowed them to improve business operations and enhance the customer experience in new ways. When they had a rise in Korean patients, they were able to create forms in both English and Korean. Now patients don’t have to struggle to understand consent forms or medical history questionnaires. Not only has this put their patients at ease, but ensured more accurate information to help their clients in the long run.

Fire & Safety Commodities has been serving New Orleans since 1979. They install 22 new fire suppression systems each month for local restaurants and auto repair shops. They also provide fire inspection services to ensure that equipment is operating properly and will perform as required in an emergency.

Fire inspections can take a long time if you’re doing them on paper. They are also prone to errors, illegible handwriting, blank fields, damage, and can easily be lost altogether in the filing cabinets. These errors were costing Fire & Safety time away from customers.

By going paperless and investing in new technologies, they were able to speed up inspections in real time and make them more accurate. With checkboxes and drop-down lists, an inspector can move quickly through an inspection. Pictures can be inserted as necessary along with electronic signatures. An iPhone takes up a lot less space than a big clipboard filled with blank forms.

Afterward, the completed inspections are sent automatically back to the office via a PDF document attached to an email. Clients can be invoiced sooner and payment is collected sooner. Today, Fire & Safety are not only freed from paperwork but also to spend more time doing what they do best: preventing fires.

Cool Frog is an air conditioning company based in St. Augustine, Florida. Starting during the recession, Cool Frog wanted to use technology to keep its overhead costs low. They transformed their maintenance form into a mobile app. This switch made it easier to organize their forms with cloud computing, but also to reach out to customers.

Before, one of their most difficult marketing tasks was collecting emails. With GoCanvas they, “never had a customer refuse to give their email address.” Not only did going paperless cut overhead costs, but it also solved their marketing issue as well!

Triumvirate Environmental is a leading provider of waste management, field services, and technical services to a variety of industries in New England. They help their clients reduce waste and save money. But they found themselves struggling, their safety programs were cumbersome and not fully utilized.

The problem wasn’t their program, it was paper. Today with the help of going paperless, Triumvirate has been able to improve data analytics by deliveringfuller site audits and performing site assessments with mobile apps. They’ve set up over 200 employees with GoCanvas. More than faster audits and easier organization, Jeff Fontas at Triumvirate explains,

“Through GoCanvas, we now have a direct way of submitting and retrieving our data, parsing it, and acting on it when it provides us with new opportunities. We didn’t have that before; we were missing the narrative our forms were presenting us. Today we use that narrative to guide our operation.”

Sonoma Valley Pool and Spa offers premium pool services and repairs to the heart of America’s wine country: Sonoma, California. Each weekly visit requires chemical testing and maintenance of the pool. In the past, all of their service notifications were filled out by hand. Saul Rozema, the owner of Sonoma Valley Pool and Spa, decided that just writing this information wasn’t enough. The tags that were left could easily get lost. In addition, clients would often inquire about the services provided.

Today, Sonoma Valley Pool and Spa has moved from paper receipts to digital service tags. Saul, has found going paperless to be a huge differentiator in exceeding customer expectations. “One of my biggest selling points,” Saul said, “is the digital service tag.” His customers love getting his emails with visuals. “Some look forward to it every week.” With a mobile app, he can easily add photographs to his reports, making it easier for customers to understand work done or any repairs needed. This means less time on the phone and more time doing billable work.

Today, Sonoma Valley Pool & Spa’s paperless reputation has grown to the point of having a waiting list of eager customers! “We’re not even in the Yellow Pages anymore.” Saul said, “It’s just our reputation and our website.”

Fulmax provides pest control services in Monterrey, Mexico. With almost 600 services performed each month, Fulmax was becoming bogged down in paper. Fulmax employees tracked information such as the location of pests, what work was done, and when the work was performed, collecting this on paper.

With carbon copy triplicates, every copy became “more difficult to read and easy to lose” Gabriel Martinez, the owner of Fulmax said. This meant that customers would struggle to understand their reports. Worse, paper forms were slow, causing billing to take longer.

Fulmax ditched paper for mobile apps in January of 2013 to become more user-friendly and customer-centric. Today, their field workers get pre-populated work orders on their smartphones and tablets. No longer do they have to drive between the office and clients’ locations. His workers can do more jobs in a day and focus on the customers, while the billing office sends out paperless invoices more quickly, no longer having to transcribe forms into their database.

Like Sonoma Valley Pool and Spa, Fulmax finds being paperless a major differentiator. “We’re different here” Gabriel notes, “nobody else uses these systems.” We’ve been able to enhance customer needs, clients notice the difference immediately. No longer do they have to squint at pink or yellow forms. They receive clear and concise reports immediately in their inbox. In the end, everyone benefits!

R&R Electric Inc. is a small electrical company in Florida. They have provided commercial, and residential services for 25 years and are committed to providing great services at affordable prices.

Regardless of the excellent service, paper forms were costing their business both time and money. Work and service orders took weeks to return to the office, extending their sales cycle. They found themselves having to remember information from memory, or spend extra time chasing down forms in their system.

R&R Electric Inc. saw the benefits of digital transformation initiatives and transitioning to paperless solutions. Their technicians began filling out work and service orders on iPads. Instead of days or weeks before forms returned, all of their forms were made available immediately in the cloud. They can now email customers work orders right after the work is finished.

Filling out forms has also become faster for their technicians. They now use reference data analytics to pre-populate value lists, making it faster to fill out. They also set up formulas inside the app. Now the technicians simply enter the work done, and the app calculates the job’s price. Not only is it faster, but it has reduced errors in job pricing. While initially skeptical, R&R Electric Inc. are believers in paperless business. “It’s the only way to go!” Roger Wortman of R&R Electric Inc. said, “It takes very little time to implement and makes the business far more efficient.”

All of these case studies are perfect examples of digital transformation and what it can do for your business. Creating a digital transformation roadmap will propel your business goals. The automation of business processes and workflows will save time, reduce costs, and enhance the customer journey. All while freeing up your team members to focus on developing your product or service.These are just some of the many companies saving thousands of dollars this year by switching to mobile apps.Sign up for GoCanvas free 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

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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.

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

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GoCanvas and Linxup: Fleet Management Made Easy

GoCanvas and Linxup: Fleet Management Made Easy

GoCanvas and Linxup are excited to announce a new partnership, offering new and existing customers a comprehensive fleet and asset management solution.

Using the combined power of GoCanvas’ mobile data collection and Linxup’s fleet management solutions, companies will have access to an unparalleled, real-time view of field operations.

GoCanvas’ easy-to-use, customizable workflow empowers companies to capture the data they need when they need it. Organizations save time and money sharing information from the field in real-time with tailor-made forms like:

  • asset and inventory documentation
  • daily vehicle inspection reports, and
  • proof of delivery

With the paperwork taken care of, Linxup offers multiple options to further support fleet and asset management. Linxup’s hardware includes tracking devices, temperature sensors, and dash cams, all supported by a robust SaaS platform.

By using GoCanvas and Linxup together, companies can:

  • Automate workflow
  • Deliver real-time field information
  • Meet regulatory requirements
  • Eliminate manual paperwork
  • Improve communication
  • Speed up processes

GoCanvas makes mobile data collection simple and fast, connecting your fleet workers in the field to the office in real-time. 

No more lost or incomplete forms. No more piles of chicken-scratch paperwork waiting for data entry. No more waiting for critical information to reach the right people.

Want to know where it is, where it’s going, or how it’s getting there?

Linxup’s total vehicle and asset-tracking solution deliver robust location-based solutions, giving businesses the tools they need to improve fleet management, increase productivity, and reduce operating costs.

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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A Guide to Stop Work Orders for Contractors

A Guide to Stop Work Orders for Contractors

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Dealing with paper-thin margins and tight schedules is not the only nightmare for a contractor on a project. A minor violation of the building code can force a stop work order, leading to extended timelines, expensive penalties, and more customer frustrations. This article covers what you should know about stop work orders and we share how easy-to-use construction jobsite management software can better manage contracts and work orders.

A stop work order (SWO) is a legally binding instruction given to a contractor, asking them to suspend all work on a project. The order may be given by word of mouth, but it’s only enforceable when confirmed in writing. Stop work orders may apply in any project with a written contract, but they’re more common in the construction industry. When issued, the contractor should cease all project-related activities immediately.

When a project fails to comply with the building code, the authorities can issue a stop work order. The orders also help to solve payment disputes, and they can help reduce the extent of damage in breach of contract. Here are more reasons why you would get served with one:

  • Failure to comply with workers’ compensation regulations
  • Using unlicensed contractors
  • Violating environmental protection laws or use of hazardous materials at the construction site
  • Failure to follow the Occupational Health and Safety Act
  • Any other activity considered illegal according to the regulations

The authorities and anyone who’s part of the contract can request a stoppage. Government agencies will recommend a work stoppage for noncompliance with the regulations. Sometimes a project may move according to plan, but the requirements change midway, forcing modifications that might need government approval. A stop work order can also help when a client or contractor disputes when one party changes the agreed terms and substantially alters the final product. Workers can also ask for suspension of operations to resolve a payment dispute. 

A stop work order will describe everything that needs to be suspended and provide clear instructions on fixing it. Here is what you can expect to find in the document:

  • Details of the activities suspended. It could be a section of the works or the entire project.
  • Clear instructions on the corrections needed. For example, the authorities can order a contractor to obtain a permit for renovation work before continuing with the project.
    • Resolution: The SWO should provide the steps for work resumption should the contractor make corrections that meet the requirements.
    • Termination: If it seems like no amount of rectifying will resolve the problem, like when the project owner and contractor have irreconcilable differences, the stop order should outline the steps for termination.
  •  The SWO should also explain the penalties for non-compliance. They could include consequences like prosecution, civil fines, termination of the contract, and others.

Not all stop work orders require you to abandon the construction site completely. The authorities might issue a full or partial stoppage depending on the potential impact of the issue at hand. 

  • In partial SWO, you will halt some activities and continue with the rest of the work. For example, a partial PWA can be issued to make you address the safety issues of a section of your construction as you continue working on other sites.
  • A full SWO stops the entire operation. It’s usually used when it’s found that you need to address serious issues affecting your entire project, like a change in technical specifications or non-compliance with regulations.

A stop work order may cause unnecessary delays and possible prison time for legal noncompliance. You also don’t want to spend your time fighting legal battles for money that could have been more useful in your project. 

Here’s what you need to do when you get an order to halt operations:

  1. Stop working immediately, or you could face serious penalties from the authorities.
  2. Contact the issuing authority to seek further clarification if you need to.
  3. Review the issues raised to confirm any violations. Contact your lawyer if you feel the order was raised unfairly.
  4. Determine the cost and extent of the work needed to make corrections. You can decide whether termination makes more sense than continuing the project.
  5. Create a work plan and fix the issues.
  6. Start the process of having the order by requesting an inspection of the work done. Sometimes the SWOs are lifted by the expiration of time.
  7. Pay the fines if you have to and resume your project.

You should brace yourself for heavy fines and penalties from the authorities if you decide to ignore a stop work order for noncompliance. Across many states in the US, civil penalties start to accumulate from the first day you violate the SWO, building up to a hefty sum that you might struggle to pay. Noncompliance may also bring criminal charges, not forgetting the time spent sitting in courts or dispute resolution sessions.

A stop work order will be very specific to the violations in your project.  State departments and city authorities can issue stop orders for many reasons. For example:

  • Unsafe activities at a job site, for example, a tunneling project with extremely loose soil above ground
  • Extreme modifications going against what was previously approved for a project

A project owner who wishes to have similar powers to halt operations should ensure that they include a stop work order clause in the contract.

Stop work orders are costly to the project, and contractors should prioritize resuming normal operations as fast as possible. Work may start again when the order is canceled, expires, or the authorities send a written notice to continue working. 

Here’s what you need to do if you want to lift the order quickly:

  • Handle the corrections immediately. The best solution is to clean up your mess as soon as possible to avoid penalties and further delays.
  • Request for re-inspection from the issuing authority. It’s going to be thorough, so ensure that you’ve done a pretty neat job this time.
  • Pay the applicable fines.

Running a construction project is a tough job, and it would be regrettable if a stoppage should get in the way of meeting your schedules. It is always a good idea to comply with all the building codes and environmental regulations in your area. Try to maintain good relations with all of the stakeholders in your project. 

Ensure that you document everything, and it might help in your defense should you run into legal troubles. However, all this is easier said than done, and you may benefit from having construction management software to keep up with all the requirements.

Construction management software is designed to integrate with different aspects of construction work like contract management, threat analysis, stock management, cost management, client management, task management, and much more. 

Construction management software can help contractors at different levels to keep tabs on every part of the project, helping them with compliance, avoiding contract disputes, and curbing illegal or substandard work.

As a contractor or project manager, you will have a much easier time navigating SWO-related issues when you have software to help manage work orders, contracts, inspections, and similar workflows between the field and office. 

For example, you will have all your contracts in one place where they’re easily accessible, and you can track and avoid changes that might cause a stop work order. Here are some of the benefits of using software for construction:

  • Planning. It’s much easier to staff your project and equip them with the right tools when you have effective planning software. Having the right people doing the work with equipment that serves them sufficiently lowers the chances of doing substandard work and accidental injuries caused by insufficient tools. 
  • Communication. Effective stakeholder engagement is one of the most critical roles for any project manager. However, poor communication is one of the biggest hindrances, and it causes many contractual disputes. The major challenge is how to process the tons of information coming in from different sections and share it effectively with the owners, the workers, and the authorities. The software provides timely alerts and useful communication tools like reports and analytics that you share with the stakeholders as needed. 
  • Documentation. Imagine being unable to trace your safety reports or having a hard time accessing your building permits. Document management can be one of the hardest things to do, and software keeps everything in one place so you can focus on your deadlines instead of paperwork.
  • Safety. Incorporating software into your construction project brings more awareness to safety-related issues. They can help you identify possible risks and plan for safety guidelines to minimize worksite injuries and stop work orders.
  • Monitoring. Construction management software gives you more eyes over the project, making it easy to keep everyone accountable for their work and monitor your operations from anywhere. Greater visibility into your field operations can allow you to spot issues, trends, and other information that can be difficult to report on without the help of digital technology.

GoCanvas provides an easy-to-use platform for managing your contracts, work orders, inspections, safety programs, quality control, and much more. Contact our team to schedule your demo.

About GoCanvas

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

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

Check out even more resources

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Simple Contract Templates for the Construction Industry

Simple Contract Templates for the Construction Industry

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Need to leverage contract templates when working with customers? This article covers how contractors can use digital contract templates to simplify the process with easy-to-use software for contract management.

It’s always a best practice to have an agreement in place when rendering services for a client. For companies with field service teams, a typical workflow is to have a contractor and their team working on site to perform maintenance, repairs, and other types of work for the client. 

Unfortunately, disputes are common and people can misunderstand the scope of work or timeline for projects. Disputes can lead to lost time, materials, and productivity, as well as potential legal risks. Having a contract or agreement in place before work begins will allow you to be in the best position should a dispute arise. Your bases are covered with a contract that clearly defines the work to be performed, clearly documenting the specifics of what’s included with the services. 

This helps avoid misunderstandings and can provide a better experience for the customer. With clearly defined contracts, the customer has a digital copy of the terms of working together and gets greater transparency into what’s included. Both parties sign off on the contract, setting a clear agreement to reference in case of a dispute.

You may be asking yourself why you can’t use a Word document, Google Document, or even a simple paper form to manage contract templates. While paperwork and word documents are common solutions, they also create a great amount of risk to your business and they create manual processes that kill productivity.

Digital forms and apps, like GoCanvas, are a better alternative to paper forms or Google documents for managing contracts. GoCanvas provides solutions built for the field, helping thousands of contracting professionals to better manage their workflows and documentation. When it comes to contract templates, there are many reasons why it makes sense to use a mobile form solution. Here is a quick comparison of GoCanvas versus paper forms and word documents:

Lost Paperwork

Losing documents is not something you can afford to do when it comes to managing your contracts. If disputes happen, you need to have the file on hand and lost paperwork would mean you are at a loss in that scenario. Unfortunately, paper forms and even word documents can become easily lost. Files can become misplaced, overwritten, or accidentally deleted from a computer. Paper forms can get lost in the shuffle between the field and office, or they can be misplaced or misfiled, making them difficult to find.

Apps for contract management like GoCanvas provide a simple solution to this problem. With documents managed in the cloud, contracts are always available in a central platform. Having files backed up and stored securely in the cloud ensures best practices for record keeping and provides an easy way to manage all signed documents.

Clear Documentation

Another benefit of using digital tools like GoCanvas is the ability to clearly date and sign contracts with electronic signatures. Digital processes allow you to require fields like a signature before a work order can be initiated, helping to ensure that agreements are signed before work kicks off. Having a signed PDF contract provides a strong record of an agreement. If changes to the scope of work are required, digital solutions like GoCanvas can help to manage this process and document updates along the way.

Improved communication.

Paperwork and word documents are simple solutions, but don’t provide the best experience for the customer. The customer may lose track of their copy of an agreement on paper, but digital solutions provide a better way to communicate with the customer. Everything is managed using digital forms and signatures, with reports available to be sent out via email to confirm the agreement and share a copy of the final PDF report. A fully digital experience is expected and appreciated by customers, who prefer to use digital channels for communication.

Easy-to-use field solution.

Paper work creates manual processes in the field when documents need to come back to the office. Plus, data entry is required once forms are back in an office, creating even more work for operations teams. Word documents were not designed to be managed in the field either, limiting the ability for field teams to use them on a mobile device. 

Solutions like GoCanvas provide an easy-to-use field solution for contractors. All of the digital forms can be completed from a mobile device or tablet, and they don’t even need an internet connection to access the apps on their phone. If contractors or agreements are collected on site by contractors, all of this can be completed from a tablet. Collect signatures, generate PDF reports, and capture all of the information needed right from a mobile device.

It’s easy to get started with GoCanvas for contract templates and other forms needed for your contracting business. Here is a brief overview on how it works:

Choose a template based on use case. Select a contract template from the GoCanvas app store, with thousands of pre-built templates for contractors. 

Customize the template based on need. GoCanvas templates are easy to customize for your business needs, allowing you to change the documents based on your specific use case or customer needs.

Assign work in the field. GoCanvas provides construction process management tools like dispatch and workflow, so you can assign, manage, and streamline work in the field.

Collect signatures on agreement. GoCanvas supports digital signatures to allow for contracts, agreements, and any other forms your contracting business uses for documentation like time cards, work orders, and more.

Receive email with copy of signed agreement. An email copy of the branded PDF report can be generated to instantly share a copy of the document or form with customers or project stakeholders.

Access documents in central cloud location. Easily access all of your documents in the cloud with GoCanvas, or integrate data with other cloud-based tools your business already uses like Dropbox, Google, and more.

To see how it works, get started by selecting a GoCanvas contract template based on your contracting business needs. You can also contact our team any time and we can walk you through the product and answer any questions you may have about leveraging digital technology for your business.

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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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.

Check out even more resources

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3 Easy Ways to Create the Perfect Mobile Punch List

3 Easy Ways to Create the Perfect Mobile Punch List

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Paper forms are used today as a quick way to collect information on a project site but don’t give much flexibility in the types of information that can be collected.

A Construction Punch List is often meant to be a run through of outstanding items to be completed on a project, but these forms can be found in different formats depending on the size and scope of the particular project.

The issue with paper Punch Lists is that they offer ZERO flexibility in the way they are filled out and completed. You’re restricted to staying between the lines on the piece of paper and aren’t able to deviate or add anything outside of that paper rectangle. This runs in complete conflict with the Construction industry where data is constantly changing and personnel is in need of real-time information. This is why mobile forms, especially mobile Punch Lists, make sense.

Creating the perfect mobile form or app is about incorporating the right features that fit your data collection goals.

When filling out a Punch List the primary goal is to inspect a list of outstanding construction items, update their current status and add current or estimated completion dates. But for companies looking to dive even deeper into their data, solutions like GoCanvas allow them to enhance their Punch Lists with three important features.

Check out the three features below that you can incorporate into your GoCanvas mobile Punch Lists to increase your data quality and efficiency!

Attach Site Photos with Image Capture – Punch Lists are useful for the person who is physically filling them out onsite, but what about the employees in the back-office? The ability to collect and attach site photos allow Punch Lists to become instantly more valuable and give supervisors real-time insight into the progress of project sites. The annotation feature of GoCanvas also allows users who capture photos to highlight and draw on top of the images that they capture with their mobile device. This makes it possible for them to point out aspects of each line item and ensure that nothing is mistakenly forgotten during the follow-up tasks.

Editing Images on GoCanvas

We suggest using the Image Capture feature along with Conditional Logic. This allows you to have an Image Capture field show up only if a particular value is selected. For example, if a line item in the Punch List is marked “Finished”, an Image Capture field would then appear for the user to snap a photo of the completed item for verification. This is an easy way of ensuring you collect the data you need without making the form dramatically longer or more complicated to complete.

Auto-populating Items with Reference Data –  One of the most time-consuming parts of filling out a paper Punch List is having to manually write in each item you are reviewing. Not only are you trying to rush to inspect each item in a timely fashion, but you’re also attempting to be thorough in your inspection as well. Usually, this type of pace leads to horrible handwriting and less than thorough note-taking.

Punchlist on GoCanvas

With GoCanvas and the Reference Data functionality, you can pre-load into your Punch List rows of items that are in need of review. It’s simple as creating an Excel spreadsheet, uploading that into your GoCanvas account, and connecting it to your mobile Punch List form. Now you’ll have every item you need to inspect right in front of you and can even add items on the spot if need be. Each item you load with Reference Data can also be loaded with corresponding “Due Dates”, so that when the user is filling out the Punch List app they will know if the item they are inspecting in on track or past due for completion.  This auto-filling of data in the mobile form will easily save you 10 – 20 minutes per report completed.

Automating Reviews & Approvals with Workflow – The biggest complaint with using paper, across the board, is the time it takes to receive the reports from the field. This delay often makes the data out-dated by the time it finally reaches the back office for analysis. With Punch Lists, in particular, it’s important that the data be collected and REVIEWED in a timely manner so that real-time decisions can be made to keep the project on track.

Workflow on GoCanvas

The Workflow feature of GoCanvas is perfect for Punch Lists because it allows for the user filling out the report to instantly send the data to his or her supervisor’s device for immediate review. The supervisor can review all of the data and photos that the employee captured previously with GoCanvas and then even add notes to the report before submitting the record to the cloud for final review. If the supervisor were to find something that didn’t look right, he or she would have the ability to reject the Punch List and send it back to the original submitter with the reason why it was rejected. The great thing is that this Workflow process can be customized to fit your organization’s process. So if you want the Punch List to not go to a supervisor but instead go to a general contractor who will review and complete any outstanding items, you can!

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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